Seeking catalyst driven opportunity
Dell Technologies DELL) and Hewlett Packard Enterprise HPE) have become two of the most important names in enterprise infrastructure. Both compete heavily in servers, storage, networking, and data-center systems. Furthermore, their growth strategies are increasingly tied to AI-driven and hybrid-cloud infrastructure. That makes their latest …
Key Points Tesla had a launch party for its Cybercab in Austin last night. The event wasn’t public or livestreamed, and even CEO Elon Musk didn’t attend. Today, federal regulators opened an investigation into Tesla’s self-certification of its Cybercab. Tesla’s shares jumped before the event …
Key Points John Ternus is now Apple’s CEO, stepping in for Tim Cook, who ran the company for 15 years. Ternus’ first big event will be next week when he is expected to introduce the iPhone 18 and a foldable phone. This could be a …
Key Points Mastercard’s strengths include its high operating margins and strong long-term growth potential. While similar in many ways to competitor Visa, Mastercard has a slight edge over its rival. Even as its premium valuation could expose it to heavy volatility if macro conditions worsen, …
Credo Technologies (NASDAQ: CRDO) was a value before its earnings release and a deep value afterward, given its position in the AI ecosystem. Its growing portfolio spans needs from millimeters to kilometers, encompassing copper and optical solutions, at a time when connectivity is king. The …
NetApp, Inc. NTAP shares have gained 14.8% over the past three months as all-flash growth, AI-related deal activity and earnings momentum strengthened. Management also raised its fiscal 2027 revenue and earnings outlook after a record first quarter. The question now is whether those fundamentals can …
Hewlett Packard Enterprise’s (NYSE: HPE) Q2 results aligned with trends suggesting the AI boom is not only still in place and growing, but also far larger in size, scope, and durability than the market is giving it credit for. In this scenario, upside potential remains …
Nebius Group N.V. NBIS appears to be laying a solid foundation for 2027 as strong demand for AI infrastructure drives large customer wins, rising capacity requirements and favorable pricing. During the second quarter of 2026, the company signed four landmark AI cloud agreements with Reflection, …
Netflix (NASDAQ: NFLX) has been one of the biggest surprises on the stock market in recent years after investors had written off the stock in 2022 following two straight quarters of subscriber losses. However, since then, the company has revamped its business, and it’s delivered …
Key Points Ford lost $8.2 billion in 2025, its deepest annual loss since 2008, even as revenue hit a record $187.3 billion. The stock was higher two years later after five of the seven other loss years since 2001. The strongest recoveries followed the final …