Seeking catalyst driven opportunity
Broadcom AVGO is expanding its portfolio of open, scalable and energy-efficient AI infrastructure solutions with the introduction of advanced technologies at the ongoing 2026 Optical Fiber Communications Conference (OFC). The lineup includes 3.5D XPU, 102.4T Ethernet switches with co-packaged optics (CPO), 400G/lane optical DSPs, 200G/lane …
Here’s a quick recap of the crypto landscape for Monday (March 16) 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 (BTC) was priced at US$73,138.37, up by 2.2 percent over …
Key Points Shares of Nebius Group (NASDAQ: NBIS) climbed on Monday after the cloud platform supplier struck a $27 billion deal with Meta Platforms (NASDAQ: META). Image source: Getty Images. Will AI create the world’s first trillionaire? Our team just released a report on the …
Key Points Disney’s fiscal first-quarter streaming operating income surged 72% year over year to $450 million. The company’s recent deal to acquire NFL Network also more closely aligns the NFL’s interests with ESPN’s. Disney still carries roughly $41 billion in net debt, limiting its financial …
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 …
Ford Motor Company F is positioning artificial intelligence (AI) as a core capability across its entire business. Data plays a central role in nearly every aspect of Ford’s operations, including design, engineering, safety testing, manufacturing, marketing, sales and customer support. With more than 120 years …
Alibaba Group BABA faces a challenging road ahead despite posting headline numbers that appear encouraging on the surface. The company’s second quarter of fiscal 2026, which ended Sept. 30, 2025, revealed a widening gap between revenue momentum and the financial health that investors actually care …
Here’s a quick recap of the crypto landscape for Friday (March 13) as of 9:00 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$71,213.59, up by 1.1 percent over …
Key Points It’s no secret: I think Rivian‘s (NASDAQ: RIVN) upcoming R2 launch could be a game changer for the EV stock. The R2 will be Rivian’s first vehicle priced under $50,000. Customer deliveries are expected to start this April. Why is the R2 such …
Key Points Thiel Macro (a hedge fund run by Peter Thiel) sold its positions in Tesla, Microsoft, and Apple in Q4 2025. Peter Thiel made a similar decision in Q4 2019 with mixed results; he avoided losses but missed out on gains. The S&P 500 …