Key PointsJamie Dimon expects the top five hyperscalers to increase their AI spending by more than 60% to $725 billion in 2026.AI infrastructure companies will profit from that tre

Key PointsIntel is teaming up with SpaceX, Tesla, and xAI on Elon Musk's Terafab project. Intel's involvement looks like a win for the company and improves teh outlook for Musk's T

Key PointsMartin Capital disposed of its entire Robert Half stake by selling 158,652 shares; the estimated transaction value was roughly $4.5 million based on quarterly average pri

Key PointsThe easy money in AI chips and hyperscalers has already been made. The opportunity is shifting to the “invisible layer” of infrastructure.This where companies like Keysig

Key PointsA recent report by JPMorgan Private Bank suggests an influx of investments in cybersecurity is coming. On average, Wall Street analysts expect Zscaler stock to climb by 5

Key PointsAbivax's leading candidate looks very promising.However, between potential clinical setbacks and the biotech's high market cap, the stock looks risky. 10 stocks we like b

Key PointsNvidia supplies the world's best data center chips for artificial intelligence (AI) workloads. It's about to start shipping its most powerful chips ever, which is expecte

Key PointsThe Centers for Medicare & Medicaid Services announced an increase to Medicare Advantage reimbursements for calendar 2027. The increase was much more than feared after a

Key PointsSold 1,252,201 shares of RPC; estimated trade value ~$7.80 million based on quarterly average priceQuarter-end position value dropped by $6.81 million, reflecting both tr

Key PointsThe broader market is moving lower today due to Iran war risks, and the trend is impacting Apple. Apple stock is also moving lower in response to a new analyst note discu

Key PointsWaste Management isn’t a stock that many investors think of as “hot,” but it is.Shares of the waste removal specialist have been that way for a long period of time.The re

Key PointsArm unveiled its AGI CPU, the company's first crack at physical silicon.Wall Street applauded the move, bidding up the stock's price target.Management estimates suggest t

Key PointsChina is reportedly seeking to reunify with Taiwan, even if it includes using force.If that happens, the Chinese government could have significant influence over Taiwan S

Key PointsNio reported strong Q4 2025 financial results on March 10.Management projects sales will grow considerably in Q1 2026 from those that the company reported during the same

Key PointsLindsay’s recent earnings were soft but this is driven by the agricultural cycle, not a breakdown in the business.Lindsay trades at a cheaper valuation than competitors.

Key PointsOil and natural gas are used for transportation, a key component of the price of the food you buy.Natural gas is used to produce fertilizer, a key input into food costs,

Key PointsBVF sold 3,750,000 shares for a transaction value of approximately $62.96 million on April 2, 2026.The sale represented 78.30% of BVF's direct holdings, reducing direct o

Key PointsThe top “picks and shovels” plays are still reliable long-term investments.Avoid smaller software companies that can’t keep up with the bigger players.10 stocks we like b

Key PointsMicron's sales rose by 196% in its most recent quarter, which is unusually high for the company.In the past, sharp increases in its growth rate have been followed by sign

Key PointsRequired minimum distributions (RMDs) are mandatory for traditional retirement accounts.It's important to understand the timing of RMDs.Spending that money is not a requi

Key PointsBillionaire investors loaded up on Amazon stock during Q4.AWS is a compelling reason to invest in Amazon today. These 10 stocks could mint the next wave of millionaires ›

In this video, I will discuss SoFi (NASDAQ: SOFI), Meta, Claude Mythos, and its impact on cybersecurity stocks. Watch the short video to learn more, consider subscribing, and click

Key PointsComfort Systems USA is benefiting from the AI boom and sitting on a vast backlog.Its acquisition strategy should lead to more market share as it compounds growth.Its high

Key PointsAMD has long lived in the shadow of Nvidia.However, the company is starting to make more inroads with its GPUs as the market shifts toward inference.Meanwhile, the compan

Key PointsThe iShares Silver Trust has more than doubled in the past year due to the soaring price of silver.In previous crashes, it has generally fared better than the S&P 500.10

Key PointsASML's machines play a central role in the fast-growing adoption of AI.The huge backlogs at AI hardware and software companies suggest that this semiconductor giant is on

Key PointsOne was the U.S. government, which was apparently mulling limits on exports of cutting-edge AI chips.Another was the company's own performance, as third-quarter results m

Key PointsDespite strong growth, management's revenue guidance disappointed Mr. Market.Analysts tracking the stock, however, weren't so easily discouraged.10 stocks we like better

Key PointsKrystal Biotech has attractive prospects within its core market.The biotech could launch more products in the next few years.However, its long-term outlook remain highly

Key PointsBroadcom announced the expansion of its existing relationships with two of the biggest names in AI.The chipmaker will continue designing and developing Google's AI-centri