Key PointsLong competing under the shadow of Nvidia, AMD is finally breaking out.AMD has both a huge opportunity with inference and agentic AI.However, two of its large GPU deals c
Key PointsOracle just declared force majeure on its $165 billion Project Jupiter data center.The data center needs a lot of power, delivered by gas converted into electricity.The g
Key PointsThe nuclear fuel operator is expanding production amid the U.S. ban on Russian uranium imports.Centrus has the only U.S. facility licensed and able to produce a crucial f
Key PointsFHLC features a much lower expense ratio of 0.08% compared to 0.35% for BBH.BBH is a concentrated portfolio of just 26 stocks, while FHLC holds around 350 companies.FHLC
TradingKey - Costco (NASDAQ: COST) will release its fiscal fourth quarter 2026 results on Thursday, and provide an update on its business during an earnings conference call that same day at 2 PM PT (2
Key PointsCrowdStrike continues to lead the cloud-native security market through its expansive Falcon platform and critical module integration.Figma maintains rapid growth in colla
Key PointsHigh valuations and concentration in the S&P 500 make a crash more likely.But bear markets are relatively short compared to bull markets.There's only one thing to do as l
Key PointsAI needs more than chips: Arista and Ciena are building the networks that let all that computing power actually communicate.Both companies are focused on moving more data
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TradingKey - On September 24, Oracle (ORCL) fell by up to 5% in pre-market trading and slid over 7% after the opening bell. Market concerns were triggered by a force majeure notice issued by the compa
Key PointsNuScale Power's stock has been something of a roller coaster, rising and falling with investor sentiment in the nuclear power sector.With the stock well below $10, invest
Key PointsDisney is increasing prices for its Disney+ and Hulu subscriptions by 4% to 13%. Disney+ and Hulu are now the most expensive traditional streaming services, just passing
Key PointsMost investors fear bear markets and are tempted to sell stocks when they hit.However, the Oracle of Omaha takes the opposite point of view.He encourages investors to kee
TradingKey - On September 24 Eastern Time, Micron (MU) saw its stock price pull back for two consecutive days after setting a recent high of $1,100.It is reported that the U.S. International Trade Com
Key PointsBeverage giant Coca-Cola is an income-growth juggernaut.Real estate investment trust Realty Income may not bring a ton of price appreciation potential to the table, but i
Key PointsAT&T is focused on a fiber-first strategy and expanding its 5G technology to grow its broadband and wireless subscriber bases.Verizon Communications maintains the largest
Key PointsBy staying invested, you benefit and not miss out when the markets recover. Diversification helps reduce the chance that any single investment or sector will sink your po
TradingKey - TD SYNNEX (SNX) will report Q3 results on Thursday, September 24, 2026. The distributor of IT products is coming off an unusual quarter. As the report is issued before the market opens, w
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Key PointsUSA Rare Earth is building an integrated mine-to-magnet supply chain to reduce Western dependence on China for critical minerals.Its new $1.2 billion South Carolina facil
Key PointsMicron stock has jumped impressively this year, and it still trades at an attractive valuation.The memory specialist is on track to clock healthy earnings growth over the
Key PointsCaterpillar maintains a dominant global position in construction and mining with massive free cash flow generation.Corning is seeing rapid revenue growth driven by AI-dri
Key PointsTaiwan Semiconductor is the major manufacturer of processing chips for the AI industry.The stock is fairly cheap considering how much it dominates the chip foundry market
Key PointsBigBear.ai focuses on decision-intelligence software with deep ties to U.S. government defense and intelligence sectors.Nebius Group provides full-stack AI cloud infrastr
Key PointsAnalysts are split on what will happen to SpaceX stock in the years ahead.Investors must understand the key factors affecting SpaceX's valuation.10 stocks we like better
Key PointsThe transaction involved 27,505 shares with a total value of ~$315,000 as of the September 17, 2026 transaction date.The shares traded were equal to 0.63% of the executiv
TradingKey - SpaceX Stock Surges and Retreats Below $150 Mark: Is the Rebound Over?On September 24, Eastern Time, SpaceX (SPCX) shares continued to weaken, falling 0.3% in pre-market trading to tempor
Key PointsHigh mortgage rates are straining home affordability. NVR and Dream Finder's Homes are two struggling homebuilders that would benefit from lower rates. The companies are