Seeking catalyst driven opportunity
Key Points Arista Networks saw a tidal wave of positive vibes from Wall Street in April. The company unveiled new, state-of-the-art hardware for AI data centers. Arista’s stock is a bit pricey, but that pales in comparison to its significant opportunity. 10 stocks we like …
Listen to the audio version of this article (generated by AI). Bear talk? A bull market is still going on… Earlier this week, multiple roads were closed in Albany, N.Y., when a black bear climbed a tree and spent hours lounging on a branch. The …
Key Points Apple has an edge in its ecosystem of interconnected devices. Amazon is constantly leading whatever new trends there are in tech. Netflix has faced down all kinds of competition and has remained the leader in streaming. 10 stocks we like better than Apple …
PHINIA Inc. PHIN delivered first-quarter 2026 adjusted earnings of $1.29 per share, up 37.2% year over year and above the Zacks Consensus Estimate of 92 cents by 40.2%. The upside was driven by higher volumes and disciplined cost control. Net sales were $878 million, increasing …
Key Points Mega-IPO winners of the past include Meta Platforms and Arm Holdings. Big losers following mega-IPOs include Alibaba (eventually) and Rivian (almost immediately). SpaceX appears to share more in common with Meta and Arm than it does Alibaba and Rivian. 10 stocks we like …
Elon Musk wants investors to believe that Optimus could become Tesla’s TSLA biggest product ever—possibly even the biggest in history. We have seen Musk get carried away with ambitious projections before, and this feels no different. It’s a bold claim that hinges entirely on execution …
is a nuts-and-bolts AI play gaining traction. While it doesn’t make GPUs, it does make the products that connect them, including critical timers, switches, and controllers that help eliminate data bottlenecks. Unlike other connectivity plays, this one focuses on what goes inside the server, and …
Shares of Key Tronic Corporation KTCC have gained 10.4% since reporting results for the third quarter of fiscal 2026, outperforming the S&P 500 index’s 0.9% return. Over the past month, the stock has risen 20.6% compared with the S&P 500’s 8% advance, reflecting stronger investor …
Key Points Intel surged 14% to an all-time high after Bloomberg reported that Apple is exploring a chip manufacturing partnership. Oil prices dropped 3.3% as President Trump downplayed Iranian ceasefire violations in the Strait of Hormuz. 10 stocks we like better than Intel › If …
Key Points Amazon’s AI business is growing by triple-digit percentages. Although demand for its custom AI processors is strong, it’s also maintaining its relationship with Nvidia. The market is expecting accelerated sales growth for Nvidia. 10 stocks we like better than Nvidia › Amazon (NASDAQ: …