Seeking catalyst driven opportunity
General Motors’ GM latest agreement with Unifor strengthens its commitment to Canadian manufacturing, with more than C$1 billion in investments tied to the company’s Ontario operations. The three-year contracts, covering more than 4,600 workers, were approved by union members. The deal follows a similar agreement …
Alibaba Group BABA rolled out its next-generation AI video model, Wan3.0, a day after closing an HK$80 billion (roughly $10.2 billion) share placement in Hong Kong, the largest primary follow-on offering by a Hong Kong-listed company. Wan3.0, developed by Alibaba’s Tongyi Lab, generates videos up …
Listen to the audio version of this article (generated by AI). Falling AI prices aren’t bearish… the gauge that signals the top… nearing last call for our experts revamped AI Revolution Portfolio… tomorrow’s inflation test Below is a chart that bears have been circulating recently. …
Dell Technologies DELL) and Hewlett Packard Enterprise HPE) have become two of the most important names in enterprise infrastructure. Both compete heavily in servers, storage, networking, and data-center systems. Furthermore, their growth strategies are increasingly tied to AI-driven and hybrid-cloud infrastructure. That makes their latest …
Key Points Tesla had a launch party for its Cybercab in Austin last night. The event wasn’t public or livestreamed, and even CEO Elon Musk didn’t attend. Today, federal regulators opened an investigation into Tesla’s self-certification of its Cybercab. Tesla’s shares jumped before the event …
Key Points John Ternus is now Apple’s CEO, stepping in for Tim Cook, who ran the company for 15 years. Ternus’ first big event will be next week when he is expected to introduce the iPhone 18 and a foldable phone. This could be a …
Key Points Mastercard’s strengths include its high operating margins and strong long-term growth potential. While similar in many ways to competitor Visa, Mastercard has a slight edge over its rival. Even as its premium valuation could expose it to heavy volatility if macro conditions worsen, …
Credo Technologies (NASDAQ: CRDO) was a value before its earnings release and a deep value afterward, given its position in the AI ecosystem. Its growing portfolio spans needs from millimeters to kilometers, encompassing copper and optical solutions, at a time when connectivity is king. The …
NetApp, Inc. NTAP shares have gained 14.8% over the past three months as all-flash growth, AI-related deal activity and earnings momentum strengthened. Management also raised its fiscal 2027 revenue and earnings outlook after a record first quarter. The question now is whether those fundamentals can …
Hewlett Packard Enterprise’s (NYSE: HPE) Q2 results aligned with trends suggesting the AI boom is not only still in place and growing, but also far larger in size, scope, and durability than the market is giving it credit for. In this scenario, upside potential remains …