Seeking catalyst driven opportunity
Key Points The AI infrastructure build-out is accelerating, with data center spending projected to reach trillions of dollars by the end of the decade. These three companies span hardware, cloud platforms, and competitive challengers — covering different risk profiles within the same secular trend. Strong …
Key Points Alphabet could sell up to 1 million AI chips by 2027. Meta may be interested in spending billions of dollars for Alphabet’s processors. Companies will increasingly rely on AI agents in software, and Alphabet is already on the cutting edge. 10 stocks we …
CoreWeave (CRWV) continues to scale at breakneck speed with revenues surging 134% year over year to $1.4 billion in the third quarter of 2025. While the company continues to post strong operational results, its entry into the federal market emerges as a meaningful development. CoreWeave …
In early trading on Wednesday, shares of Microchip Technology topped the list of the day’s best performing components of the Nasdaq 100 index, trading up 8.2%. Year to date, Microchip Technology registers a 6.9% gain. And the worst performing Nasdaq 100 component thus far on …
Here’s a quick recap of the crypto landscape for Monday (December 1) 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 and Ether price update Bitcoin (BTC) was priced at US$85,482.46, …
Key Points Ford Pro is overlooked by too many investors as a core part of Ford’s bottom line. It continues to expand its high-margin paid software subscription business. Stellantis has had commercial success overseas and aims to import its playbook to the U.S. 10 stocks …
Key Points Goldman Sachs thinks stocks across Asia and various emerging markets will beat the S&P 500 (the benchmark for the U.S. market) over the next 10 years. The Vanguard FTSE Pacific ETF provides exposure to stocks in Asian economies, especially Japan, Australia, and Korea. …
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Tesla Inc (Symbol: TSLA), where a total volume of 1.7 million contracts has been traded thus far today, a contract volume which is representative of approximately 165.6 …
Nvidia’s record-breaking earnings and bullish guidance signal the AI build-out is accelerating For the past several weeks, fears about an ‘AI bubble’ have been hammering AI stocks. Big Tech’s soaring capex has traders worried that firms are overspending only to underdeliver – and that’s been …
Key Points Apple’s earnings per share rose by a double-digit rate in fiscal 2025. The iPhone maker’s installed base of active devices is a major monetization opportunity for the company. Shares aren’t cheap. But they command a premium valuation for a reason. 10 stocks we …