Seeking catalyst driven opportunity
Ocugen OCGN is pushing three eye gene therapy programs toward late-stage regulatory timelines, setting up a catalyst-heavy stretch in 2026 and 2027. That opportunity comes with familiar biotech trade-offs. The company has no approved products, spends heavily to move trials forward, and has leaned on capital …
Key Points Ford Motor (NYSE: F) shares continued to push higher this week, holding on to the momentum it gained after the company announced its new Ford Energy subsidiary on May 11. Last week, Ford announced its first sales agreement for Ford Energy. That has …
Alibaba BABA believes accelerating AI cloud demand could become the primary driver of enterprise growth in FY2027 as the commercialization of its AI infrastructure and model services gains momentum. During the fourth quarter of fiscal 2026, Cloud Intelligence Group’s external revenue growth accelerated 40% year …
Key Points The largest projected initial public offering (IPO) in Wall Street history is less than two weeks away. According to a new report, SpaceX has slashed the top end of its valuation target by $200 billion to “at least $1.8 trillion.” The narrative is …
Key Points Broadcom encapsulates the increasing importance of custom chips and networking solutions in artificial intelligence (AI) data centers. The company is well positioned to capitalize on AI inferencing spending. Broadcom is much more than a pure-play AI company. 10 stocks we like better than …
Two specific market signals that can reveal where institutional money is moving before the crowd catches on. Listen to the audio version of this article (generated by AI). Editor’s Note: Oil markets can’t seem to catch a break as geopolitical tensions, supply concerns, and global …
Sterling Infrastructure, Inc. STRL is in a cycle where visibility matters as much as velocity. The company is converting mission-critical demand into a deeper backlog, while expanding scope through integrated site and electrical delivery. That combination is showing up in results, guidance and a shifting …
Key Points Nvidia has driven the early stages of the AI boom with its strength in graphics processing units. Now, the company is focused on leading in the upcoming chapters of the story. 10 stocks we like better than Nvidia › In recent years, Nvidia …
Key Points AMD and Intel are set to benefit from the surge in demand for data center CPUs. Arm Holdings made a bold move by deciding to design its own CPUs. Nvidia’s powerful ecosystem will help make it a major player in the CPU space. …
Key Points Shares of Nebius Group (NASDAQ: NBIS) climbed to a record high on Monday after Nvidia CEO Jensen Huang spoke highly about the neocloud. Image source: Getty Images. Will AI create the world’s first trillionaire? Our team just released a report on the one …