Seeking catalyst driven opportunity
Key Points Nvidia recently revealed RTX Spark, a new superchip for running Windows PCs. The chip pushes Nvidia directly against Intel, AMD, and Qualcomm. PC chips matter far more to those rivals than they do to Nvidia. 10 stocks we like better than Nvidia › …
Key Points HPE’s fiscal second-quarter revenue rose 40% year over year to a record $10.7 billion. New AI systems orders reached $1.8 billion, and the AI systems backlog grew to $5.9 billion. Management raised its full-year outlook above the targets it had set for fiscal …
Here’s a quick recap of the crypto landscape for Wednesday (June 3) 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$65,978.75, trading 1.9 percent lower over …
Key Points Apple has been focusing its efforts on the iPhone, and sales are growing rapidly. It has released several AI features, and it’s getting ready to launch a new Siri. AI stocks are driving market gains. 10 stocks we like better than Apple › …
Netflix NFLX is the world’s largest subscription streaming platform, while Apple AAPL is the consumer-technology powerhouse whose Apple TV service sits inside a sprawling, high-margin Services franchise. Both compete fiercely for global viewers’ attention and entertainment spending. The comparison is timely. Both reported results in …
Ocugen OCGN is pushing three eye gene therapy programs toward late-stage regulatory timelines, setting up a catalyst-heavy stretch in 2026 and 2027. That opportunity comes with familiar biotech trade-offs. The company has no approved products, spends heavily to move trials forward, and has leaned on capital …
Key Points Ford Motor (NYSE: F) shares continued to push higher this week, holding on to the momentum it gained after the company announced its new Ford Energy subsidiary on May 11. Last week, Ford announced its first sales agreement for Ford Energy. That has …
Alibaba BABA believes accelerating AI cloud demand could become the primary driver of enterprise growth in FY2027 as the commercialization of its AI infrastructure and model services gains momentum. During the fourth quarter of fiscal 2026, Cloud Intelligence Group’s external revenue growth accelerated 40% year …
Key Points The largest projected initial public offering (IPO) in Wall Street history is less than two weeks away. According to a new report, SpaceX has slashed the top end of its valuation target by $200 billion to “at least $1.8 trillion.” The narrative is …
Key Points Broadcom encapsulates the increasing importance of custom chips and networking solutions in artificial intelligence (AI) data centers. The company is well positioned to capitalize on AI inferencing spending. Broadcom is much more than a pure-play AI company. 10 stocks we like better than …