Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.…
Alphabet's cloud business is accelerating faster than any hyperscaler rival while the stock sits 21% below its 52-week high, and that disconnect between fundamentals and price is exactly where the bull case…
Chip equipment stocks are leading a third straight day of gains across semiconductors as SK Hynix‘s (NASDAQ:SKHY) view that the memory shortage lasts into 2030 points to years of fab building. Lam…
Microsoft's revenue surged nearly 18% last year while its stock sat almost perfectly flat, and that disconnect between earnings momentum and share price tells a story most investors are missing ahead of…
Wall Street's consensus target sits below where Apple already trades, yet our model sees a very different number ahead of the November earnings report. Here is why the Street may have badly…
UBS is calling out Wall Street for sleeping on how profitable AWS can get, and Amazon's October 29 earnings report will either validate that contrarian view or expose a cloud giant running…
A Q3 2026 beat, a raised outlook and a major grid acquisition weren’t enough to lift GE Vernova (NYSE:GEV | GEV Price Prediction), even as a fellow power-infrastructure name rises on its…
Azure just crossed $100 billion in annual revenue and Microsoft's signed backlog hit $678 billion, yet the real question is whether those numbers translate into gains for ordinary investors holding through 2030.
Vandita Jadeja Memory and hard drive stocks are splitting, with chipmakers rallying behind a South Korean supplier’s record quarter while a hard drive maker slips despite a strong report of its own. Shares of…
Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
Customers are signing contracts with Microsoft faster than the company can build data centers to serve them, and the backlog number that results may be the most important figure most investors have…
Artificial intelligence has become Wall Street’s favorite investment theme, helping push stocks to record highs while raising concerns about how long the boom can last. For retirees, the stakes are especially high.…
With the Fed rate decision dropping at 2:30 PM and Alphabet and Microsoft reporting before the bell, Wednesday's analyst calls on Enphase, Spotify, Whirlpool, and a newly public Rangers franchise land at…
Seagate just posted record earnings and guided well above Wall Street expectations, yet the stock cratered anyway. One analyst sees a path to 140% gains from here, but the market is sending…
Microsoft and Oracle are chasing the same AI opportunity with nearly identical backlogs, yet their stocks have moved in opposite directions. The reason comes down to how each company is paying for…
