Seeking catalyst driven opportunity
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall …
Key Points It’s been a rocky start to 2026 for Tesla (NASDAQ: TSLA). The electric vehicle (EV) maker’s stock has been declining, and excitement around the business simply hasn’t been all that strong of late. Intense competition and shrinking margins highlight just some of the …
Qualcomm Incorporated QCOM is expanding its presence in the compute market through its Snapdragon X series processors, aiming to become a major player in artificial intelligence (AI)- powered computing. The company is utilizing its expertise in power-efficient processors and wireless connectivity to strengthen its position …
Here’s a quick recap of the crypto landscape for Friday (May 22) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$76,447.97, a decrease of 1 percent …
Key Points Arm Holdings’ influence in the AI inference market is increasing thanks to its solid customer base. Arm’s diversified revenue streams, including licensing, royalty, and its in-house chips, will make it a significantly bigger company over the next five years. Arm’s impressive revenue growth …
Key Points The AI sector is about to get even bigger. According to several media reports, OpenAI, the ChatGPT creator is aiming to file confidentially for an IPO in the coming weeks with the goal of going public as soon as September. Will AI create …
While and competitors like face headwinds and hurdles in 2026, the technical setup is shaping up for a rebound in the back half. While Q1 earnings results were good, the soft guidance led to post-release market weakness, which is the operative factor. The post-release weakness …
Key Points Nvidia holds 86% of the AI data center revenue market and has more than 4 times the annual revenue of Cerebras. But Cerebras could benefit from a new wafer technology that’s more efficient than Nvidia’s. Cerebras is worth watching, but it’s too early …
Key Points Nebius’ terrific backlog and focus on boosting its data center pipeline should help the company sustain its red-hot growth. Nebius is monetizing its data centers by offering software-centric solutions that should aid its bottom-line growth. The stock’s exponential revenue growth is likely to …
Here’s a quick recap of the crypto landscape for Wednesday (May 20) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$77,336.69, an increase of 0.7 percent …