Key PointsGE Vernova allows artificial intelligence data centers to take power production matters into their own hands.It’s technically a utility stock, but Vistra is a highly flex

Key PointsAstera Labs provides essential connectivity hardware for AI data centers and has achieved profitability with a 25.7% net margin.IonQ is a pioneer in quantum computing wit

Key PointsNew store openings and rising same-store sales are fueling Cheesecake Factory's earnings growth.Management sees a long runway for further expansion.10 stocks we like bett

Key PointsAirbnb maintains a unique market position with a vast network of 5.5 million hosts and deep brand recognition.Booking Holdings continues to dominate the broader travel ma

Key PointsIran launched a surprise missile attack on a U.S. military base in Jordan on Wednesday, breaking a lull in the fighting.The price of benchmark Brent Crude futures rose to

Key PointsLarry Ellison gave an irrevocable personal guarantee covering $40.4 billion of the equity financing for Paramount Skydance's Warner Bros. Discovery deal.Oracle's latest p

IREN (NASDAQ: IREN) is building a power and real estate moat for the AI economy. Its phased strategy could create a revenue ladder where completed capacity helps finance future exp

Key PointsBlackbaud's Q2 sales came in lower than expected, but the business posted an earnings beat. The company reiterated its full-year guidance, but management expects performa

Key PointsO-I missed estimates on the top and bottom lines. Operational and competitive challenges in Europe impacted results.The company cut its EBITDA guidance for this year and

Key PointsSandisk's phenomenal surge over the past year has been powered by a big jump in NAND flash prices, and the good news is that this catalyst isn't going away. Analysts have

Key PointsAlphabet grew revenue by 24% year over year in the second quarter, including an 82% increase in cloud services revenue.There are now 950 million people engaging with the

Key PointsThe rapid jump in memory prices will continue in 2027 as demand outpaces supply.Micron has benefited big time from a surge in memory prices over the past year, and it can

Key PointsTesla's sales were strong in the second quarter, and the company topped $100 billion in trailing-12-month revenue for the first time.The stock tumbled amid shrinking marg

Key PointsLocking up the supply of high bandwidth memory gives Nvidia a key advantage.AMD is riding two powerful tailwinds and is set to see huge growth.Broadcom is well positioned

Key PointsFiverr's second-quarter revenue and earnings missed analysts' consensus estimates. The company lowered its 2026 guidance amid increasing pressure from AI disruption.10 st

Key PointsSouth Korea will limit investing in single-stock leveraged ETFs.SK Hynix and Samsung are popular leveraged ETFs in Korea.As their prices fall, Micron stock could follow.1

Key PointsUber is investing up to $1.2 billion on the contingency that certain performance milestones are met. Initially, Uber plans to order 10,000 vehicles from Rivian for its ro

Key PointsSandisk stock is falling as the AI memory chip trade has continued to lose steam. The reaction to Sk Hynix's Q2 results and concerns about Chinese competition are creatin

Key PointsManagement raised full-year sales, profit, and cash flow guidance.The market reacted negatively due to sales concerns and project execution issues.10 stocks we like bette

Supermicro (NASDAQ: SMCI) still has enormous AI demand, but investors no longer trust that growth will translate into cash. Its next earnings report could reveal whether the 45% co

Key PointsNew Fed chair Kevin Warsh indicated a strong desire for inflation control in recent comments.Roughly half of Fed members see a rate hike happening before year-end.Core in

Key PointsNvidia commands 86% of the AI data center GPU market and is expanding into CPUs to power AI agents.Apple is leveraging its new Siri AI tool to help trigger a huge iPhone

Key PointsThe Dow Jones Industrial Average fell 1.7%, the S&P 500 dropped 1.0%, and the Nasdaq Composite declined 1.3% in mid-day trading on Wednesday.Oil prices jumped more than 6

Key PointsThe company now expects higher adjusted operating earnings and free cash flow in 2026.Ford continues to see strong demand for its F-Series and is seeing less pressure in

Key PointsIntel is steadily becoming a player in the data center race.Its Foundry segment is growing, and operating margins are rising.But capital expenditures are ballooning, and

Key PointsCaterpillar reached a 52-week high of $1,073 per share in late June.The company is benefitting from AI infrastructure build-outs.10 stocks we like better than Caterpillar

Key PointsUber’s stock has declined nearly 20% over the past 12 months.It looks undervalued relative to its long-term growth potential.These 10 stocks could mint the next wave of m

Key PointsParsons reported second-quarter 2026 financial results before the market opened today.The company downwardly revised its 2026 outlook.A growing backlog suggests the compa

Key PointsTeradyne's Q2 results were far better than Wall Street expected. The company's forward guidance also dramatically exceeded the average analyst estimates. The stock is sti

Key PointsNovartis is expertly handling massive patent cliffs, which speaks volumes about how resilient its business is.Abbott Laboratories has attractive long-term opportunities w