Archive

Year: 2026

All Year: 2026 Articles

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How Big Will Taiwan Semiconductor’s Beat Be on April 16?

Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) reports first-quarter 2026 results on April 16, before the market opens. With AI demand still running hot and management guiding for another strong quarter, the real…

Rich Duprey · 6 months ago

Is Amazon CEO Jassy wrong about his custom chips bet?

Editor’s Note: a prior version of this story included a shortened section of a quote from Jim Cramer. This has been updated to include a full quote, and additional context.    “David Faber: “Andy Jassy…

Jeremy Phillips · 6 months ago

Is Intuitive Machines A Moonshot Stock for the New Space Economy?

Yesterday, SpaceX reportedly confidentially filed for an IPO with the SEC, targeting a potential $1.75 trillion valuation in what could become the largest listing ever. The same day, NASA’s Artemis II launched successfully from…

Rich Duprey · 6 months ago

Wall Street Backs Ur-Energy as a Top Made-in-America Uranium Play

Ur-Energy (NYSE:URG) received a fresh Buy initiation from Canaccord analyst Anthony Taglieri, who assigned a C$3.25 price target and called the stock “compelling” for investors seeking exposure to made-in-America uranium. The call lands as…

Joel South · 6 months ago

BofA Upgrades Vale Amid Iran Conflict Selloff

Vale (NYSE:VALE | VALE Price Prediction) stock has pulled back around 6% since the Iran conflict began in late February, even as iron ore prices have climbed roughly 8% over the same stretch. But…

Joel South · 6 months ago