Seeking catalyst driven opportunity
Key Points Data center sales today make up roughly 90% of Nvidia’s entire business. Its CFO expects the new Vera Rubin chips to make up 20% of data center sales in the third quarter. Nvidia says Vera Rubin has the fastest ramp-up of any product …
Key Points A $678 billion sales backlog shows that Microsoft Cloud will remain a major part of the business. Artificial intelligence tailwinds are poised to continue for multiple years, giving cloud revenue a vast runway for growth. Microsoft shares have underperformed the S&P 500 in …
Amazon AMZN enters the back half of 2026 with fresh momentum behind its Prime ecosystem, as recent programming and delivery announcements reinforce the loyalty engine underpinning the stock’s retail narrative. On Aug. 13, 2026, Prime Video unveiled its full 2026-27 NBA on Prime schedule, its …
Abn Amro BK N V – Unsponsored ADR (AAVMY) appears an attractive pick given a noticeable improvement in the company’s earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. …
Key Points Tesla (NASDAQ: TSLA) is undergoing one of the biggest evolutions in automotive industry history, and you could almost consider it outside of the auto industry looking in at this point. Its vehicles are still selling well, but they’re aging and requiring more margin-eroding …
Key Points Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026’s third-largest primary follow-on offering, behind Alphabet’s $84.75 billion equity program …
Key Points Retail investors are playing an increasingly larger role on Wall Street. Investing platform Robinhood shows that everyday investors are gravitating to artificial intelligence (AI) stocks, with Nvidia leading the way. Wall Street’s buzziest initial public offering of 2026 is a new favorite of …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (August 31) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,895.39, trading flat …
Key Points Like Tim Cook before him, Ternus takes over Apple at a time when its path forward is uncertain. Ternus will likely have to ease that uncertainty to revive interest in Apple stock. 10 stocks we like better than Apple › The Tim Cook …
Investors might want to bet on Montauk Renewables (MNTK), as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. Analysts’ growing optimism on …