Seeking catalyst driven opportunity
Key Points Meta Platforms stock has underperformed over the past year, weighed down by concerns about the company’s significant AI spending. However, investors aren’t giving Meta enough credit for its multipronged strategy. The company is making headway in several areas that could generate a big …
Key Points Netflix has always overcome the naysayers and created its own opportunities in streaming. It’s growing by double digits and has a high operating margin. The stock trades at an attractive valuation. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) stock …
Rave Restaurant Group, Inc.’s RAVE investors have been experiencing some short-term gains from the stock of late. Shares of this Dallas, TX-based operator of pizza restaurants have jumped 35.4% in the past three months against the industry’s 1.2% decline. The stock also outperformed the sector …
Key Points Ford’s lucrative F-150 often finds itself at the top of U.S. industry sales. The F-Series line has been estimated to drive 90% of Ford’s net profit. Due to supplier issues, critical F-150 supplies have dwindled, but Ford is working to recoup lost production …
Key Points The biggest initial public offering (IPO) is now history. The blockbuster public debut of Space Exploration Technologies (NASDAQ: SPCX) earlier this month more than doubled the previous record, raising $85.7 billion. The stock has already been on quite a ride. Where does it …
A consortium of Tier 1 U.S. lenders is exploring a $15 billion acquisition of the STAR debit network to bypass federal fee caps and circumvent legacy interchange fees. As traditional credit networks face compounding headwinds from capped merchant settlements and the adoption of decentralized payments, …
Key Points Tesla’s robotaxi rollout is behind management’s previous projections. Second-quarter deliveries exceeded Wall Street expectations by a significant margin. The added vehicle sales could generate substantial additional free cash flow for Tesla. These 10 stocks could mint the next wave of millionaires › With …
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 …