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…
There’s a line buried in HPE’s latest earnings commentary that tells you everything about where this company is headed. An HPE executive put it plainly: “Networking, which now represents 30% of our revenue and…
Does a hypothetical $150 oil level matter to Broadcom (NASDAQ:AVGO | AVGO Price Prediction)? A little, but probably not in the way you think. Broadcom (AVGO): AI Infrastructure Play The Case That It Doesn’t…
McDonald’s (NYSE:MCD | MCD Price Prediction) looks like it should be deeply exposed to oil. Beef production is energy-intensive. Packaging is petroleum-derived. Drive-through customers feel every tick higher at the pump. Delivery partners burn…
With oil at $1o8, he question of what happens to Nvidia if oil hits $150 sounds dramatic. But the real answer reveals something important about what kind of company Nvidia actually is. The Short…
Jim Cramer made a pointed observation recently, and it’s worth unpacking for anyone watching the AI chip space. “While Broadcom has been a huge winner in the AI era, up nearly 500% since the…
It’s a packed week for tech earnings, and three companies are coming in with very different stories to tell. HPE: The Juniper Bet Gets Its First Real Test Hewlett Packard Enterprise (NYSE:HPE | HPE…
Oracle (NYSE:ORCL | ORCL Price Prediction) has had a brutal run since its moment in the AI spotlight. But Jefferies analyst Brent Thill isn’t running away from it. He just reiterated his Buy rating…
Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and Marvell are…
