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HIVE Digital Technologies just landed a contract that could redefine whether it belongs in conversations about AI infrastructure or bitcoin mining, and the market is only beginning to price in what execution actually requires.
Rocket Lab delivered record growth and a record backlog before Neutron has even flown, showing the company has become more than a bet on its next big rocket.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
A Taipei supply report on indium phosphide just sent shockwaves through the optics sector, and the institutional money that quietly positioned ahead of Monday's session suggests this squeeze may have much further to run.
AMG vs. BLK: Which Stock Is the Better Value Option?
HPE vs. IBM: Which Stock Is the Better Value Option?
BAC invests $1.9 billion for up to a 49.9% stake in Jio Credit, expanding its India presence and exposure to the growing financial-services market.
BB's stronger cash flow, $422.9M in cash and investments, and expanded buyback authorization raise the prospect of more shareholder returns.
Vertiv and Super Micro Computer both just reported blowout AI infrastructure numbers, but the two stocks tell completely different stories about risk, reward, and who actually wins when data centers scale.
APA's lower costs, stronger Permian efficiency and discounted valuation support the case, but commodity sensitivity and long project timelines temper upside.
Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.
This ETF is a diversified way to bet on the future of quantum computing and AI without picking a single winner.
JPMorgan's push toward a $1 trillion valuation spotlights four ETFs offering diversified exposure to the banking giant's rally.
Cisco's post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.
Over the past six months, Coupang’s shares (currently trading at $16.13) have posted a disappointing 7.4% loss, well below the S&P 500’s 13.9% gain. This may have investors wondering how to approach the situation.
CVS Health enters the second half of 2026 with stronger earnings and Aetna gains, but medical costs and Caremark risks cloud the recovery.
Although Dine Brands (currently trading at $35.15 per share) has gained 6.6% over the last six months, it has trailed the S&P 500’s 13.9% return during that period. This might have investors contemplating their next move.
Elon Musk just called out the one component quietly choking AI progress, and memory stocks are surging as investors race to figure out who benefits most.
The Yadkin County properties would add at least 60 MW of initial gross utility capacity, with ready-for-service capacity targeted for the third quarter of 2027.
AXT's 399.3% YTD surge comes amid record InP revenues, AI data-center demand and long-term supply deals that could support its premium valuation.
Latest 13F filings show that billionaire Stanley Druckenmiller‘s Duquesne Family Office increased its holding in United Airlines Holdings, Inc. (NASDAQ: UAL) by over 200%, ending the June quarter with 794,795 shares. United Airlines Holdings, Inc. (NASDAQ: UAL) recent quarterly results showed revenue jumped 16% year over year. EPS also beat expectations, despite declines due to […]
EPD trades below peers, backed by inflation-linked contracts, $6.5B in projects and steady returns, but LPG fee risks argue for patience.
CoreWeave's latest quarterly results make it clear that strong AI data center demand will ensure healthy long-term growth for the company.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.
Lumentum's fiscal Q4 earnings triggered a 5% selloff before a stunning reversal sent shares surging 14% the next day. Here is what the conference call revealed that completely flipped market sentiment and why analysts believe the biggest growth catalysts have not even arrived yet.
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. […]
IBM just posted its worst mainframe quarter in years, a securities fraud inquiry is hanging over management, and the stock sits nearly 20% below its 52-week high. So why are the franchise's most important growth signals pointing in exactly the opposite direction?
The mean of analysts' price targets for Celestica (CLS) points to a 38.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.