Key PointsNvidia needs high-teen annualized returns to reach a $10 trillion market cap by 2030. AI infrastructure spending is expected to increase over the next five years, giving
Key PointsBloom Energy is expanding its footprint in the artificial intelligence data center market with large-scale fuel cell deployments.Coeur Mining has significantly increased
Tradingkey - Earnings reports released by Amazon and Microsoft showed the market a clear transmission chain of AI investment translating into revenue. The three major indices extended yesterday's gain
Key PointsExperts have long speculated about a merger between SpaceX and Tesla.New reports suggest a merger could be on the way soon.10 stocks we like better than Space Exploration
Key PointsPalantir shares are down 41% from highs.The company is growing revenue quickly, but still trades at a large multiple of sales.The stock looks expensive even after this dr
Key PointsMicron quadrupled its revenue year over year and issued strong guidance, but Wall Street doesn't care.Fears of fiscal 2023 plague Wall Street. That was the year a supply
Key PointsAbbott Laboratories leverages a diversified portfolio across medical devices and diagnostics, bolstered by its recent acquisition of Exact Sciences.Johnson & Johnson main
Key PointsHistorical data since 1980 shows that thousands of IPO stocks have returns below their market index three years later.Separate data shows companies worth $10 billion or m
Key PointsShares of Micron initially rose after Apple and Amazon released their latest earnings. Rising interest rates are dragging down growth stocks. 10 stocks we like better tha
Key PointsAST SpaceMobile is building a global satellite network designed to provide broadband cellular connectivity directly to standard smartphones.Intuitive Machines provides cr
Key PointsPfizer's financial results haven't been great, and upcoming patent cliffs could exacerbate the problem.However, the company's large pipeline across multiple lucrative are
Key PointsNano Nuclear Energy announced a significant research contract with AFWERX, an innovation arm of the Department of the Air Force (DAF). The contract will study Nano's KRON
Key PointsAmazon's North America segment grew by 16%, its fastest growth in five years.Grocery and faster delivery are boosting sales.Prime Day's shift to June also benefited resul
Key PointsBloom Energy provides high-growth solid oxide fuel cell technology for energy-intensive sectors like AI data centers.NextEra Energy is a leading regulated utility with a
Key PointsMicrosoft demonstrates a consistently stronger and faster-growing revenue profile compared to Accenture over the observed periods.Microsoft reported higher revenue quarte
Key PointsAI data center demand remains a major growth driver for nVent, but it's now seeing broad-based order growth. Management has increased full-year guidance multiple times in
TradingKey - After experiencing a significant rally for nearly a year, Micron Technology ( MU )'s stock price has recently entered a high-level correction phase.As of July 28, Micron's stock price clo
Key PointsLyft is growing, but it still faces harsh macro and competitive headwinds.Its stock is a bargain at these levels, but investors should brace for more volatility.10 stocks
Key PointsLast September, TVA and ENTRA1 announced a non-binding agreement to develop a 6 gigawatt (GW) power plant using NuScale's small modular reactors (SMRs). The agreement cou
Key PointsCapital One bought Discover to expand its card processing business.Discover brought with it a credit card business that Capital One is currently integrating into its own
Key PointsThe sale of 12,987 shares at $18.25 per share yielded a total transaction value of ~$237,013.The disposition represented 1% of the CFO’s direct equity holdings.Direct own
Key PointsCFO Gina Goetter liquidated 11,000 shares at $95.44 per share on July 28, 2026, totaling $1 million in proceeds.The transaction represented an 11% reduction in the execut
Key PointsShopify needs to prove that it can counter the inflationary headwinds with AI.Its stock could stumble if its guidance comes in below Wall Street’s expectations. 10 stocks
Key PointsPalantir has proven to be a valuable software partner for commercial and government clients.The company closed $2.41 billion in total contract value in Q1.Palantir stock
Key PointsSatellite company AST SpaceMobile has set Aug. 5 as the launch date for its next three satellites.The company is again using a SpaceX Falcon 9 rocket for the launch.This
Key PointsBoth companies are giants in diabetes and obesity treatments.Lately, Eli Lilly has moved ahead in the obesity segment.Things could change, however, as both firms continue
Key PointsAmazon added roughly 208 points to the Dow while Apple subtracted about 188, pretty much canceling each other out.The Dow rose 0.3%, the S&P 500 gained 0.2%, and the Nasd
Key PointsFor the first time ever, Robinhood reported higher quarterly revenue from prediction-market trading than from crypto trading.Bernstein refers to the growing popularity of
Key PointsAI data centers are driving massive electricity demand.NextEra sees $16 billion investment opportunity through 2032.Regulated returns could fuel long-term earnings growth
Key PointsHe thinks a portfolio consisting of 10% in Treasury bills and 90% in the S&P 500 is ideal for most investors.For the S&P 500 portion, he has suggested that the Vanguard S