Seeking catalyst driven opportunity
Key Points The speed and cost efficiency of Sandisk’s flash-based data center storage products led to a sharp jump in the deployment of its offerings in AI data centers. The company’s focus on pushing the envelope in product development could help it become a bigger …
Key Points CoreWeave (NASDAQ: CRWV) has had a tremendous start to 2026. Its stock is up over 30% this year, and if its growth rates continue as they have in the past, this could be just the start of an even bigger run. CoreWeave is …
Key Points Activist investor Ancora Holdings recently disclosed a $200 million stake in Warner Bros. Discovery. Ancora said it plans to vote against Netflix’s planned acquisition of Warner Bros. Discovery’s film and TV studio assets. The recent development adds another wrinkle to the ongoing saga. …
Key Points The global EV market surged in 2025 while the American one contracted. China’s market is seeing a few dominant players like BYD and Geely emerge, closing the window for smaller companies like Nio to carve out a niche. America’s EV market remains wide …
As an investor, it’s challenging to stay constructive when markets feel noisy, crowded, or overdue for a pullback. The instinct to brace for what might go wrong is natural. However, the biggest opportunities usually don’t appear when optimism is obvious — they appear when confidence …
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, February 18: Roku, Inc. ROKU: This TV streaming platform provider has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 14% over …
Alibaba Group BABA is doubling down on artificial intelligence, but the financial toll of its aggressive spending spree is raising uncomfortable questions about near-term profitability. The company reported non-GAAP earnings of 61 cents per ADS in the second quarter of fiscal 2026, which lagged the …
Key Points This could be a big year for Tesla (NASDAQ: TSLA). The electric vehicle maker and member of the “Magnificent Seven” grouping of stocks is seeing EV deliveries fall and margins tighten, but the stock is still up 20% in the last year because …
Key Points Apple’s strong iPhone sales are a tailwind for this chipmaker, which designs audio codecs and camera controllers. Importantly, there is a chip company trading at a cheaper valuation than Apple despite clocking bigger gains. Apple’s solid prospects should benefit this company and create …
The artificial intelligence (AI) race is well underway, but many AI stocks have taken a breather over the past few months. AI processor company Nvidia (NASDAQ: NVDA) is no exception. The company’s shares tumbled 10% since the beginning of the year as the Trump administration …