Google Cloud just posted 82% revenue growth while the stock sits nearly 16% below its 52-week high, and the gap between what Wall Street sees and what the market is pricing in keeps widening.
CrowdStrike just launched a startup accelerator with Amazon and NVIDIA aimed squarely at the agentic AI era, and it sent the entire cybersecurity sector surging. Whether that enthusiasm survives contact with actual earnings is…
Morgan Stanley’s case that Wall Street is underpricing the compute side of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is lifting the whole commercial space group, and the biggest gains are showing up outside the…
Custom chips anchor the Investor Day pitch from Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). The argument is lifting shares of both Marvell and Broadcom (NASDAQ:AVGO), the other major design partner hyperscale cloud operators…
Major corporate breakups are reshaping what shareholders own, but one company is doing it twice and another may hand you cash instead of a second stock. Knowing the difference before these deals close could…
Hydrogen stocks remain speculative. The three companies below lose money and carry higher risk than established industrial companies. Measurable milestones will move these stocks. Each company below gets one verifiable number it must hit.…
ServiceNow's AI business is accelerating while its stock sits near a 52-week low, and that disconnect has our model flagging an opportunity most investors are pricing wrong.
Arthur Hayes, co-founder of BitMEX and chief investment officer at Maelstrom, believes Ethereum (CRYPTO:ETH) could reach $10,000 by the end of 2026. He shared this Ethereum $10,000 target in his newsletter dated September 3,…
Starbucks (NASDAQ: SBUX | SBUX Price Prediction) faces a lawsuit over how it describes some of its food. According to Reuters, the suit cites a federal regulation. “Federal law prohibits Starbucks from using “sugar-free”…
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG | CEG Price…
Broadcom's AI revenue is exploding at triple-digit growth rates, yet the stock has barely moved in 2025. Something has to give, and figuring out which way it breaks could make or break your 2028…
The government needs buyers for a massive wall of long-term debt at borrowing costs not seen in over two decades, and weak demand at even one auction could deepen losses already punishing bond holders.…
Among the largest cryptocurrencies by market value, Zcash (CRYPTO:ZEC), Hyperliquid (CRYPTO:HYPE), Monero (CRYPTO:XMR), NEAR Protocol (CRYPTO:NEAR), and Uniswap (CRYPTO:UNI) are the only coins rising over the past year. In contrast, many popular coins have…
A plague headline out of Siberia lifted vaccine stocks, and the agencies closest to the case have since described the risk as low. That reversal in sentiment lands hardest on Novavax (NASDAQ:NVAX), since the…
Clearing known share supply can lift a stock quickly. Applied Optoelectronics (NASDAQ:AAOI) is showing how after completing its $600 million at-the-market equity program. Applied Optoelectronics stock is at $128.95, up 6% in morning trading.…
