Seeking catalyst driven opportunity
Key Points Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, is the world’s largest semiconductor foundry, specializing in the mass production of chips and circuits designed by fabless companies. TSMC’s factories churn out chips for the most important tech companies in the world, including …
Key Points Iren landed a long-term deal with Nvidia that shows it can receive $11.33 million per year for each megawatt of data center capacity. That calculation shows the vast potential of a 5.8-gigawatt pipeline. Iren will have to convert its secured power into revenue-generating …
The IPO lockup mechanics most investors never read – and where the smart money actually goes. Listen to the audio version of this article (generated by AI). Editor’s Note: Whenever Wall Street gets excited about a new theme, everyday investors need to be careful. And …
ANI Pharmaceuticals ANIP is reshaping its growth profile. In 2025, revenue surged on the back of a rare disease franchise that is becoming the company’s defining investment narrative. The key is Purified Cortrophin Gel, an ACTH-based injection that is increasingly central to both top-line expansion …
Key Points A sharp early-June sell-off in chip stocks reminded investors how quickly a crowded trade can turn. This Vanguard fund holds more than 300 technology names and charges one of the lowest fees in its category. Its three largest positions account for nearly half …
Key Points Wall Street says the information technology and consumer discretionary sectors will beat the S&P 500 in the next year. The Vanguard Information Technology ETF provides heavy exposure to Nvidia, Apple, and Microsoft. The Vanguard Consumer Discretionary provides heavy exposure to Amazon, Tesla, and …
The Zacks Domestic Auto industry outlook appears muted. While vehicle sales have remained relatively resilient, industry volumes are expected to decline in 2026 as affordability challenges, high financing costs and economic uncertainty continue to weigh on demand. The EV market is also facing a slower-than-expected transition …
Alibaba BABA and Meta Platforms META sit on opposite sides of the globe, yet both have repositioned around one ambition: building the AI data center capacity to power the next era of artificial intelligence (AI). Alibaba is expanding its Cloud Intelligence backbone at home and …
In our May 26 update on the Semiconductor Index, we found, using the Elliott Wave Principle (EWP), that “Based on Fibonacci relationships between 1st, 3rd, and 5th waves, we expect the smaller, green 5th Wave (W-5) to reach $13,400-14,000. Thus, the larger (red) W-iii is …
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, June 9th: Dycom Industries, Inc. DY: This company that provides specialty contracting services to the telecommunications sector has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for …