Seeking catalyst driven opportunity
Key Points The leader of streaming entertainment is leveraging generative AI to enhance visual effects. With the help of AI capabilities, a consumer goods business works with top athletes to create new footwear designs. This gig economy enterprise launched a new business line providing AI …
When Elon Musk said on Tesla’s TSLA Q4earnings callthat it was time to give the Model S and Model X an “honorable discharge,” it sounded emotional—but it does seem the right move. These cars helped build Tesla’s identity, but keeping them alive today may actually …
When it comes to the nuts and bolts of AI, is one. Its semiconductor and related products, IP, and services are critical to the connections powering AI datacenters. While GPUs, CPUs, ASICs, and HBM4 are the power, capacity, and memory of AI, Rambus products are …
Key Points It appears China is ready to approve the import of Nvidia’s H200 AI chips after nearly a year of back-and-forth. Nvidia is reportedly sitting on orders for more than 2 million chips from Chinese customers. Running the numbers suggests significant upside for Nvidia …
Key Points Lemonade stock rose nearly 22% in January 2026, boosted by a new Tesla-specific insurance plan. The new Lemonade Autonomous Car plan cuts per-mile insurance fees in half when Tesla’s full self-driving feature is active. The thesis behind the discount is that autonomous vehicles …
Key Points A boom in memory is lifting Sandisk and its peers. According to some reports, the company is seeing prices double. It forecast adjusted earnings per share to double sequentially in its current quarter. 10 stocks we like better than Sandisk › Shares of …
Key Points Electric vehicle (EV) start-up Rivian (NASDAQ: RIVN) has made impressive strides in its attempt to break into the auto sector. It has an award-winning vehicle and has achieved scale production of its high-end trucks. It has important partners, like Amazon (NASDAQ: AMZN) and …
Key Points Intel introduced Panther Lake-based laptops at CES to rave reviews. As the first product manufactured on its 18A node, Intel has proven it can execute leading-edge chip technology once again. While Intel guided for a sequential decline in revenue, this appears to be …
Key Points Shares of Advanced Micro Devices (NASDAQ: AMD) climbed on Monday, following bullish analyst remarks. By the close of trading, AMD’s stock price was up about 4%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 …
Here’s a quick recap of the crypto landscape for Monday (February 2) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$76,827.62, …