Seeking catalyst driven opportunity
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: …
Here’s a quick recap of the crypto landscape for Wednesday (May 6) as of 11:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$82,298.09.68, up by 0.6 percent over …
Key Points Advanced Micro Devices (NASDAQ: AMD) stock advanced 16.6% through 10:10 a.m. ET Wednesday morning after beating on sales and earnings last night. Heading into the Q1 report, analysts forecast AMD would earn $1.27 per share, pro forma, on $9.9 billion in sales. AMD …
BigBear.ai Holdings, Inc. BBAI reported first-quarter 2026 results, with earnings meeting the Zacks Consensus Estimate and revenues surpassing the same. The company’s top line declined slightly year over year, while margins improved on higher contributions from generative AI offerings. Despite the mixed quarterly performance, the …
Key Points Millions of companies rely on Microsoft’s products and services for their operations. It has a rock-solid balance sheet, allowing it to weather storms and pursue new opportunities. As the business continues to expand, the dividend is growing at an impressive rate, too. 10 …