Seeking catalyst driven opportunity
Key Points Nvidia, with earnings reaching record levels, is one of the first winners of the AI boom. The tech giant says AI inferencing will be a major growth driver in the years to come, so it’s placed a big bet on that area. 10 …
Key Points Netflix is the indomitable leader in streaming, and its advertising segment is gaining steam. Broadcom supplies infrastructure to hyperscalers, and it backlog of AI revenue is growing. ServiceNow’s cloud business is robust and its AI solutions serve major customers. 10 stocks we like …
General Motors GM and Ford F have long been fierce rivals in the American auto industry—but which stock looks like the better investment now? Both automakers have been resilient and weathered multiple economic cycles. Both possess ample liquidity and are navigating toward electric and software-defined vehicles. …
Amazon AMZN stock appears positioned for upward momentum as the company accelerates artificial intelligence deployment across its cloud and retail operations, transforming both revenue engines simultaneously. The tech giant reported third-quarter revenues of $180.2 billion, marking 12% year-over-year growth, while Amazon Web Services achieved its …
The American Dream 2.0 is getting started. Are you in? Tom Yeung here with your Sunday Digest. What year would you have wanted to be born in? The 2023 International Booker Prize-winning book, Time Shelter, explores this with a dash of black humor. In it, …
Key Points ASML’s share price has crossed the $1,000 threshold as AI fuels demand for its EUV systems. AppLovin’s rampant growth has positioned the stock for its first-ever split. Tesla has run to another high on optimism for humanoid robotics. 10 stocks we like better …
Key Points Meta Platforms is trading at a price where big tech peers have announced stock splits. If Meta splits its stock, it could benefit from increased liquidity and broader investor participation. With nearly 3.5 billion daily active users and aggressive capital investments in AI …
Key Points UPS (NYSE: UPS) has experienced quite a dip in recent years. Shares of the global logistics giant are currently down more than 50% from their peak a few years ago. As a result, its dividend yield has skyrocketed to 6.5%. It has battled …
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Let’s take …
Best-of the Weekly ChartStorm 2025: A carefully collated set of charts that capture the key lessons, trends, and shifts that happened this year. This week it’s a slightly different focus than usual, given the quieter time of year — this edition takes a look at …