Almost six months ago, our December 2025 piece Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks argued that three names sat in the sweet spot of the AI buildout:…
Fintech consolidation is heating up as scaled payments, banking, and brokerage players hunt for vertical specialists with profitable unit economics. The 2026 backdrop favors deals: large incumbents have stronger balance sheets, artificial intelligence (AI)…
Redwire (NYSE: RDW) is the space-and-drones story dominating retail feeds right now, riding a 107.2% year-to-date run on record backlog and a viral “drones plus space” thesis. But the data underlying the rally tells…
Robotics and industrial automation are in a classic consolidation cycle. Hyperscalers are pushing into physical AI, automakers need autonomy stacks they lack time to build, and semicap buyers want exposure to AI accelerators. The…
Fintech consolidation remains a live theme as 2026 unfolds. Goldman Sachs analysts have flagged the potential for U.S. deregulation or reduced policy uncertainty to lead to increased shareholder payouts and debt-funded M&A, and pockets…
At the 24% federal bracket, a $500,000 portfolio kicking off $17,500 a year in dividends costs roughly $2,625 in federal tax inside a taxable brokerage account, every year, forever. That is the cost dividend…
The robotics industry is consolidating. Large platform companies now treat robots as a real distribution channel for compute, logistics software, and last-mile economics. That forces public market investors to ask which pure-play robotics names…
While the SpaceX IPO grabs the headlines, three other private AI and defense names on the 2026 initial public offering (IPO) calendar are also highly anticipated: Anduril, Anthropic, and Databricks. None trades publicly. There…
The 2026 initial public offering (IPO) calendar has narrowed down to a handful of marquee names that retail and institutional investors have been waiting on for years. While the SpaceX IPO grabs the headlines,…
The Dow’s industrial-era anchors are quietly outpacing the broader market. Over the past year, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) returned 24.37%, and the Dow tracker returned 20.22%. Three “old economy” Dow…
Three of the Dow’s worst performers this year share more than just a red ticker. American Express (NYSE: AXP | AXP Price Prediction) trades at $310.66 versus a Wall Street target of $361.57. Nike (NYSE:…
At the 24% federal bracket, a Vanguard Real Estate ETF (NYSEARCA: VNQ) generating 2.85% in distributions hands roughly a quarter of that income to the IRS every year it sits in a taxable account.…
Two beaten-down restaurant names, one decision: should a retirement-focused investor put fresh capital into Starbucks (NASDAQ: SBUX | SBUX Price Prediction) or Chipotle Mexican Grill (NYSE: CMG) right now? Both stocks have been punished,…
At the 24% federal bracket, a $500,000 position in the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI) yielding around 8.1% generates roughly $40,500 in annual distributions and hands about $9,720 of that to the…
Value investing spent most of the post-2010 cycle losing to growth, but the past year has flipped that script. Three exchange-traded funds (ETFs) in particular have outpaced the broad market so far in 2026,…
Two megacap pullbacks, one decision: should a retirement-focused investor add Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) or Amazon (NASDAQ: AMZN) on this dip? Both have slipped over the past month, both are spending…
Energy sector consolidation has accelerated through 2026 so far, with majors and large independents acquiring scale, inventory, and strategic infrastructure. With Henry Hub-linked LNG demand expanding—U.S. LNG export capacity is projected to reach 27.7…
Business development companies (BDCs) pay distributions that are taxed mostly as ordinary income, not qualified dividends. For an investor in the 24% federal bracket (income over $105,700 single, $211,400 married filing jointly), that means…
Meyer “Micky” Malka, a Robinhood (NASDAQ:HOOD | HOOD Price Prediction) director and founder of fintech-focused Ribbit Capital, made an open-market purchase of 249,000 Class A shares on May 28, 2026, according to a Form…
Public SaaS valuations have compressed over two years while private equity dry powder and strategic acquirer balance sheets remain robust, and that gap matters. Mid-cap software names with mature recurring revenue, expanding free cash…
