"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points SoundHound is trying to move beyond answering questions to actually getting things done. If its AI can help order food, book reservations, or pay for services by voice, the company wouldn’t need to rely mainly on software licensing. SoundHound now serves automakers, restaurants, …
Dynatrace DT gives investors a familiar software trade-off. The business is growing, recurring revenue is high and enterprise adoption continues to broaden. The stock, however, is not a clean bargain. Valuation has reset from historical levels, but near-term upside looks measured, while margin and timing …
Key Points The VanEck Semiconductor ETF (NASDAQ: SMH) soared by 82.1% in the first half of 2026, according to the data from S&P Global Market Intelligence. It’s a fantastic performance. Still, it’s not just a story of a rising tide in semiconductors lifting all boats. …
Key Points AI stocks have outperformed the broader technology sector in 2026, a trend likely to continue amid massive investments in AI infrastructure. Nvidia and Celestica are key players in the AI infrastructure ecosystem, which helps explain why their bottom lines are projected to grow …
Key Points The proliferation of artificial intelligence data centers is driving soaring demand for energy. Neither conventional utility companies nor existing power grids are ready to meet this demand. As such, data center owners and operators are opting to generate their own electricity using non-mainstream …
Key Points Netflix stock has plunged over the past year, down 42% from its peak. You might be tempted to think the business is in trouble, but the evidence tells a different story. Netflix’s upcoming financial report will mark a key test for the highflier. …
Dynatrace DT is benefiting from several themes shaping enterprise software spending, including artificial intelligence, cloud complexity, platform consolidation and rising telemetry volumes. The opportunity is clear, but not risk-free. Higher consumption can lift demand while also raising hosting costs, and DT still has to convert …
A consortium of Tier 1 U.S. lenders is exploring a $15 billion acquisition of the STAR debit network to bypass federal fee caps and circumvent legacy interchange fees. As traditional credit networks face compounding headwinds from capped merchant settlements and the adoption of decentralized payments, …
Key Points Ford ranked as the top mainstream brand in the J.D. Power 2026 U.S. Initial Quality Study, up from No. 15 in 2023. The company says it is on track for $1 billion in material and warranty cost reductions this year. Shares trade at …
Key Points Prior to SpaceX, the five largest initial public offerings came from various sectors with wildly different 12-month share-price performances. SpaceX continues to lower launch costs, and its Starlink segment is posting solid profits. With shares trading at 51 times 2026 estimated revenue, the …