"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia has been the biggest artificial intelligence (AI) infrastructure winner and continues to be well positioned. AMD is riding two powerful trends in inference and agentic AI. Micron continues to benefit from surging memory needs stemming from AI infrastructure. 10 stocks we like …
Key Points Artificial intelligence (AI) stocks have been volatile this year, with some companies posting big gains, followed by a recent sell-off in many semiconductor stocks. But three companies that are still outperforming the S&P 500 year to date are Taiwan Semiconductor Manufacturing (NYSE: TSM), …
Key Points Roku shares moved higher on Friday afternoon, after Bloomberg reported that the streaming pioneer was exploring a potential sale of the company. With Roku growing faster than it has in four years, it seems like the wrong time to cash out. It’s more …
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Hub Group, Inc. (Symbol: HUBG), where a total of 11,257 contracts have traded so far, representing approximately 1.1 million underlying shares. That amounts to about 137.3% of HUBG’s …
Not long ago, GPU chips were a gamer’s luxury. Today, they are rapidly evolving into a distinct asset class, one that investors can finance, collateralize, lease, and even treat as yield-generating infrastructure Introduction In April 2026, KPMG and UK-based alternative investment firm Nuway Capital published …
Shares of AstroNova, Inc. ALOT have gained 17.3% since the company reported results for the quarter ended April 30, 2026, significantly outperforming the S&P 500 Index, which has declined 1.7% over the same period. Over the past month, AstroNova shares have advanced 16.9% compared with …
Ford Motor Company F has issued a recall for 548,463 Expedition SUVs after identifying a defect that could cause the center console trim in certain 2018–2024 models to peel away, potentially exposing sharp edges. Occupants who come into contact with these edges may face a …
Alibaba Group BABA is offering $1.5 billion to acquire Chinese grocery delivery firm Pupu, initiating a bidding war as part of a broader campaign to wrest market share from online commerce rival Meituan. The proposed price is more than double an earlier $600 million bid …
Key Points SpaceX just raised $75 billion in new capital in the largest IPO ever. Nvidia and Alphabet could be big winners of the public debut. There are several other suppliers and partners that could benefit as well. 10 stocks we like better than Alphabet …
Key Points Semiconductor stocks jumped on Friday, as more Wall Street analysts highlighted the staggering growth potential of the AI infrastructure industry. Here’s how some of the top chip stocks performed: Will AI create the world’s first trillionaire? Our team just released a report on …