Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction) is a rare long-duration compounder because it is the rare equity whose credit quality, dividend record, and demand profile collectively rival a sovereign bond while still…
The Federal Reserve’s upcoming June meeting is unlikely to result in a rate cut or increase, with FedWatch estimating over a 98% likelihood that rates will stay stable. This doesn’t mean the meeting won’t…
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up 7% to…
Artificial intelligence has already transformed the economics of data centers. The next frontier may be moving those data centers into orbit. As SpaceX prepares for one of the most anticipated IPOs in recent memory…
iQIYI (NASDAQ:IQ | IQ Price Prediction) sits in an unusual spot. The Chinese streaming giant is leaning hard into AI content production while its core membership business shrinks. Shares trade at $1.17, near 52-week…
D-Wave Quantum (NYSE:QBTS) came public through a SPAC merger in August 2022 as a niche pioneer in quantum annealing, a narrower approach than the gate-model systems that dominate headlines. For its first two years…
Anyone who’s been paying attention at the pump or supermarket knows that the cost of goods has increased substantially this year, particularly over the past few months. We can largely thank the Iran…
Few names on the Dow have built a moat as wide or as quietly compounding as Home Depot (NYSE:HD | HD Price Prediction), making it one of the rare names long-duration portfolios have historically…
The Bank of America (NYSE:BAC | BAC Price Prediction) checklist of pre-peak warning signs is flashing at 70%, matching the rough average reading seen at the last seven major stock market tops over the…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction, up 4%…
The semiconductor cycle has always moved in waves — shortage, oversupply, correction, repeat. But the current cycle feels different. Demand isn’t just being pulled forward by smartphones or cloud servers. It’s being reshaped by…
ServiceNow (NYSE:NOW | NOW Price Prediction) is the rare AI software story where fundamentals keep outpacing the stock. The platform just closed FY2025 with $13.278 billion in revenue, up 20.88% YoY, yet shares are…
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:…
Two of the most-watched banks on Wall Street went in opposite directions on XRP (CRYPTO:XRP) last quarter. Goldman Sachs, which held more XRP through ETFs than the other top disclosed institutions combined, sold all…
Pipeline giants like Enbridge and Enterprise Products have survived decades of crude crashes, but oil sitting near a 12-month high raises a pointed question about whether the fat quarterly payouts from EMLP and ENFR…
