Seeking catalyst driven opportunity
Key Points Broadcom’s market value sits within about 5% of $2 trillion. AI semiconductor revenue jumped 143% year over year last quarter and is guided to keep surging. Apple just deepened its partnership with a commitment worth more than $30 billion. 10 stocks we like …
Cerebras Systems CBRS is tied to a clear change in AI infrastructure: the move from training-heavy demand toward faster, lower-latency inference. That shift has made speed a commercial feature. For Cerebras, the question is whether demand for fast tokens can scale without stretching capacity, supply …
Key Points Arm Holdings is benefiting from the AI boom’s pivot to CPUs. The company has designed its own computer chip, which it believes can help revenue boom over the next few years. Shares of Arm look overvalued after soaring so far in 2026. 10 …
Key Points Oil prices dropped sharply after President Trump suggested Iran had called to negotiate a new deal. The semiconductor sector extended its recovery, with AMD up 7.2% and the iShares Semiconductor ETF gaining 5.2%. The Dow lagged with only 12 of 30 components trading …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (July 10) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,306.73, up by …
Key Points Adobe continues to gain market share, with AI serving as a major catalyst instead of a headwind. Duolingo’s valuation has plummeted, even as the company continues to attract new users and deliver impressive revenue growth. Broadcom’s AI semiconductor revenue is surging, and it’s …
Key Points The “Magnificent Seven” is a cohort of stocks that includes market leaders, mostly in the tech sector. This group is made up of: Nvidia (NASDAQ: NVDA) Apple (NASDAQ: AAPL) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Microsoft (NASDAQ: MSFT) Amazon (NASDAQ: AMZN) Meta Platforms (NASDAQ: …
We’ll dig into Micron’s blowout quarter and how my system is helping find winners from the next phase of the AI boom Listen to the audio version of this article (generated by AI). In 1909, Theodore Roosevelt left the White House and set out for …
PepsiCo, Inc. PEP used its second-quarterearnings callto argue that the bigger story is not the modest earnings beat, but the split between a resilient international engine and a North America business still being rebuilt around affordability, portfolio shifts and away-from-home expansion. Management reaffirmed the company’s …
Key Points Netflix shares have fallen 29% since its last quarterly report, so expectations are low heading into next week’s financial update. Netflix is now trading for less than 20 times next year’s earnings, a historical low for a company with a rich history as …