Seeking catalyst driven opportunity
The corporate earnings foundation remains exceptionally strong. S&P 500 profit growth has now posted 12 consecutive positive quarters, with momentum accelerating and expanding well beyond its initial Big Tech core. This sets a powerful backdrop as we finalize the Q2 earnings season—with just 32 S&P …
Targa Resources Corp. TRGP has added a 20-year commercial commitment that could extend growth across its Permian gathering, processing and downstream systems. The agreements with Exxon Mobil Corporation XOM reach through 2046 and support new infrastructure tied to future basin development. The opportunity is long-dated, but …
Key Points Broadcom’s custom chip opportunity looks enormous. AMD is about to see growth accelerate as the inference and agentic AI trends heat up. SK Hynix is set to benefit from the memory supercycle lasting longer than most typical memory cycles. 10 stocks we like …
Key Points Microsoft (NASDAQ: MSFT) has had an interesting 2026. It started off the year on a poor note, dropping after it reported results for its fiscal 2026 second quarter (which ended Dec. 31). After further ups and downs through the year, it took the …
Key Points SpaceX’s purchase of Cursor marks its arrival as a serious contender in the software development arena. Grok 4.6 is the first xAI model to rank alongside the best from OpenAI and Anthropic on key benchmarks. SpaceX’s cost advantage comes from owning its computing …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (August 17) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,260.59, up by …
Key Points Netflix’s business hasn’t fallen nearly as much as its stock. Investors want proof that Netflix can keep growing at high rates. Advertising could be the defining factor. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has become one of the …
Colgate-Palmolive Company CL enters the second half of 2026 with better operating momentum. Volumes are improving, margins have held up better than expected and management lifted its Base Business earnings outlook. The restraint is valuation. CL still trades above its sub-industry, sector and the broader …
Group 1 Automotive, Inc. GPI reported second-quarter 2026 adjusted earnings of $9.61 per share, which declined 16.6% year over year and missed the Zacks Consensus Estimate of $10.79 by 10.9%. Revenues declined 5.6% to $5.39 billion and missed the consensus mark of $5.65 billion by …
Alibaba Group BABA is parting ways with its gaming business as it sharpens its bet on artificial intelligence (AI). Asian private equity firm Trustar Capital has reached an agreement to acquire Lingxi Games, the studio behind Three Kingdoms: Strategy Edition, in a deal that could …