Seeking catalyst driven opportunity
Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology MU) and SanDisk SNDK) delivering extraordinary rallies. Over the last month, Micron shares are up nearly 20%, with SanDisk stock rising over 25%. Year to date, SNDK has skyrocketed …
ServiceNow NOW is benefiting from broad-based demand across its workflow portfolio, strengthening its competitive position against the likes of Salesforce CRM and Microsoft MSFT in the enterprise software domain. In the second quarter of 2026, Technology Workflows recorded 50 deals worth more than $1 million, …
Apple’s AAPL streaming platform Apple TV strengthened its position in premium streaming after becoming the most awarded network at the 78th Primetime Emmy Awards with 29 wins. Widow’s Bay led the performance with 14 awards, including Outstanding Comedy Series, making it the most Emmy-awarded freshman …
Ford Motor Company F is reinforcing its long-term presence in Kentucky with plans to invest $1 billion in a new state-of-the-art paint shop at the Kentucky Truck Plant. The new facility will replace the plant’s existing paint shop and further modernize one of Ford’s key …
Key Points Alibaba looks cheap, but its earnings are falling sharply while AI and instant-commerce spending drain cash. Cloud growth is promising, but it isn’t yet big enough to offset those costs. For me, that makes BABA a risky turnaround story, not a once-in-a-decade bargain. …
After reaching an important support level, Elastic (ESTC) could be a good stock pick from a technical perspective. ESTC surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend. The 20-day simple moving average is a popular trading tool. It provides a look …
Key Points Tesla shares fell on each of its last four delivery report days, while the S&P 500 finished close to flat on all four. Second-quarter deliveries rose 25% year over year while operating income fell 57%. For third-quarter deliveries to grow at all, Tesla …
Key Points Several exchange-traded funds (ETFs) have gradually increased their positions in Space Exploration Technologies (NASDAQ: SPCX) as additional shares have been unlocked. But the Vanguard Communication Services ETF (NYSEMKT: VOX) has been one of the most aggressive buyers. When SpaceX held its initial public …
Key Points Could making a $5,000 investment in SpaceX (NASDAQ: SPCX) help you retire a millionaire? That’s highly unlikely by itself; after all, the stock would have to increase by 200 times. That would put it at a valuation of around $400 trillion. To put …
Key Points Access to high bandwidth memory is becoming a big differentiator in the AI infrastructure market. Locking up deals for HBM supply gives Nvidia, Alphabet, and AMD a big edge. 10 stocks we like better than Nvidia › One of the biggest bottlenecks in …