Mobileye (NASDAQ:MBLY | MBLY Price Prediction) and Luminar Technologies (NASDAQ:LAZR) both bet their futures on autonomous driving. One is building a real business around that bet. The other is fighting for survival. Their most…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just posted one of the most striking revenue beats in recent memory, and CEO Charles Liang is not shy about what it means for the company’s…
Oil is sitting at $96 a barrel as of March 13, 2026, up from $71 just ten days ago. The Iran war has effectively closed the Strait of Hormuz, through which roughly 20% of…
“I keep thinking this has got to end, but we got confirmation this week from HP Enterprise that it’s going to go on for much longer than people think.” That’s Jim Cramer, and the…
“Chinese company ByteDance is reportedly working on building up its computing power outside of China, using top of the line Nvidia AI chips,” CNBC reported this week. That single sentence carries enormous weight for…
SentinelOne (NYSE:S | S Price Prediction) CEO Tomer Weingarten made a pointed claim on live TV recently that cuts right to the heart of the enterprise security debate: “Microsoft has the most vulnerabilities and…
Alex Karp has never been shy about saying what he thinks. But a recent comment from the Palantir CEO cuts straight to the strategic logic of modern warfare in a way that deserves attention.…
Jeff Thompson, CEO of Red Cat Holdings (NASDAQ:RCAT), went on national television with Maria Bartiromo and said something that should stop every defense investor cold. “China and Russia making about 4 million and Ukraine…
Not all enterprise software moats are created equal. That’s the framework analyst Biel laid out recently when assessing which software companies can actually survive the AI wave, and which ones just look protected until…
Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) CEO Michael Hurlston went on live television and said something you almost never hear from a public company executive: “We’re sold out really until the end of…
Michael Cuggino, fund manager at Permanent Portfolio Family of Funds, has two AI stock picks: Meta Platforms (NASDAQ:META | META Price Prediction) and Palantir Technologies (NASDAQ:PLTR). His framework cuts through the noise around AI…
Alex Karp doesn’t oversell. He’s a philosopher-CEO who speaks carefully, especially about classified operations. So when he describes what Palantir’s technology does on the modern battlefield, the words deserve close attention. “The fact that…
Stephanie Link has watched Netflix from the sidelines her entire career. That changed recently. The Chief Investment Strategist bought Netflix for the first time ever, and her reasoning cuts straight to the point. “Why…
WTI crude oil has surged from $55.44 in December 2025 to $94.65 as of March 9, 2026, defense budgets are expanding globally, and aviation aftermarket demand keeps outpacing supply. The setup for specialty plays…
Lockheed Martin (NYSE: LMT | LMT Price Prediction) and L3Harris Technologies (NYSE: LHX) both reported Q4 2025 earnings on January 29, 2026. One is the largest defense prime contractor on earth, building jets and…
Most investors have never heard of Cogent Communications (NASDAQ:CCOI | CCOI Price Prediction). That relative obscurity stands in contrast to the scale of its infrastructure. This is a company that literally carries the internet,…
Coherent (NYSE:COHR | COHR Price Prediction) CEO Jim Anderson did not mince words when describing what the new NVIDIA supply agreement actually means for his company. In a recent Mad Money interview, he laid…
One Guggenheim analyst isn’t blinking. Even as Oracle (NYSE:ORCL | ORCL Price Prediction) stock sits down 23% year-to-date and roughly 54% off its September 2025 highs, the firm’s analyst hasn’t touched the $400 price…
Most investors have never heard of Clarivate. The company operates largely outside mainstream investor attention. While the market fixates on AI darlings trading at triple-digit multiples, this London-based data intelligence company sits at $2.64…
In a choppy market where the AI trade has broadly struggled, one voice cutting through the noise put it simply: “Certain stocks have done well in the AI trade like AMAT, like Micron.” That’s…
