Seeking catalyst driven opportunity
Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, …
Key Points Google parent Alphabet is poised to enjoy a huge windfall from its early investment in SpaceX. The company should also benefit from expanded internet usage provided by SpaceX’s Starlink unit. Alphabet looks like a good “backdoor” way to invest in SpaceX before its …
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango says the AI bull market resumes today… and what investors should watch next As I write on Wednesday, the markets …
Investors have been closely watching who will become the next Chairman of the Federal Reserve in May, as it will likely reshape interest rate policy, market liquidity, and overall financial conditions. Notably, President Donald Trump has selected and formally nominated Kevin Warsh as the next …
Key Points Warren Buffett has largely avoided investing in tech over the years. Investors, however, can apply his investing principles to find quality Buffett-type stocks in tech. The stocks on this list might be in Buffett’s portfolio if he were comfortable with investing in artificial …
Key Points Strong Azure growth is helping drive impressive double-digit revenue and earnings-per-share growth at Microsoft. Meta’s top-line momentum has been particularly impressive recently. Both companies have signaled a massive step-up in capital expenditures for 2026. 10 stocks we like better than Microsoft › Investors …
Here’s a quick recap of the crypto landscape for Friday (April 17) 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 (BTC) was priced at US$77,401.45, up by 2.7 percent over …
Key Points Intel‘s (NASDAQ: INTC) stock has surged nearly 260% over the past 12 months, and it’s hovering near its all-time highs. However, the chipmaker’s stock already trades nearly 40% above Wall Street’s median price target of $50 — so is it due for a …
The investment case around AI- quantum hyperscalers is gaining momentum in 2026, driven by a momentous surge in AI infrastructure spending and the early commercialization of quantum capabilities through the cloud. The current macro backdrop remains supportive, despite intermittent volatility and elevated interest rates. Big …
’s market is laser-focused on fresh highs, as its execution strategy and pathway to commercialization have been accelerated. A contract from the U.S. government worth $4 million provided non-dilutive funding to accelerate the conversion of its semiconductor heterogeneous integration platform, a big word for the …