Blog
Cerebras Systems, Inc: The Next Rags-to-Riches AI Story?
Key Points
- Interested in Cerebras Systems Inc.? Here are five stocks we like better.
- Cerebras Systems targets the $125 billion AI inference market with chips that deliver double to triple the
Micron’s HBM Surge Could Redefine the AI Growth Story
Key Points
- Interested in Micron Technology, Inc.? Here are five stocks we like better.
- Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points
Qualcomm’s $4B AI Deal Takes Aim at NVIDIA’s Software Moat
Key Points
- Interested in Qualcomm Incorporated? Here are five stocks we like better.
- Qualcomm is successfully integrating innovative compiler software to break the proprietary ecosystem lock that
European Banks Are Outperforming : Can These 3 Keep It Going?
Key Points
- Interested in Banco Bilbao Viscaya Argentaria S.A.? Here are five stocks we like better.
- European banks remain attractively valued compared with many U.S. peers despite a strong 2025
Paychex Stock Looks Beaten Down, But Not Broken
Key Points
- Interested in Paychex, Inc.? Here are five stocks we like better.
- Paychex posted fiscal Q2 revenue growth of more than 12.5% to over $1.60 billion, with adjusted EPS of $1.32 beating
2 Space and Defense Stocks Turning Backlogs Into Revenue Growth
Key Points
- Interested in Karman Holdings Inc.? Here are five stocks we like better.
- Two space and defense stocks stand out for $1 billion or more in backlog, a potential sign of strong continued
Energy Fuels Just Made a Bold Bet on Rare Earth Magnets
Key Points
- Interested in Energy Fuels Inc? Here are five stocks we like better.
- Energy Fuels' $1.9 billion acquisition of Vacuumschmelze creates a domestic mine-to-magnet supply chain that
Washington’s Quantum Push Puts IBM and IonQ on the Throne
Key Points
- Interested in International Business Machines Corporation? Here are five stocks we like better.
- Federal executive orders have designated sovereign quantum dominance as a national
FedEx’s Earnings Drop May Be Missing the Bigger Freight Story
Key Points
- Interested in FedEx Corporation? Here are five stocks we like better.
- FedEx shares fell after its fiscal fourth-quarter earnings beat as investors focused on weaker-than-expected
Why KB Home Could Reward Patient Investors Later
Key Points
- Interested in KB Home? Here are five stocks we like better.
- KB Home reported a mixed fiscal Q2 with revenue declining 27% and GAAP EPS of 43 cents, but guidance came in better than
Meta's Internal Turmoil: Morale Nears 20-Year Low at the Wrong Time
Key Points
- Interested in Meta Platforms, Inc.? Here are five stocks we like better.
- Investors are looking for Meta Platforms to accelerate its development of AI products as capital expenditures
Tesla's New NHTSA Probe Lands at the Worst Possible Time
Key Points
- Interested in Tesla, Inc.? Here are five stocks we like better.
- Tesla is facing a fresh National Highway Traffic Safety Administration probe after a Model 3 crashed into a home in
Nano Nuclear’s AI Data Center Deal Puts the Stock Back in Focus
Key Points
- Interested in Nano Nuclear Energy Inc.? Here are five stocks we like better.
- Nano Nuclear is building a vertically integrated nuclear platform that includes microreactors, fuel
EVs Are Big Winners of the Iran War—Just Not American Ones
Key Points
- Interested in BYD Company Limited? Here are five stocks we like better.
- The Iran war triggered a global oil supply shock, but record U.S. energy production in 2025 helped insulate the
Dividend Increases: From Over 10% Yields to Over 10% Dividend Growth
Key Points
- Interested in Target Corporation? Here are five stocks we like better.
- A mortgage REIT with a yield already well above 10% just issued a solid boost to its quarterly payment.
- A
From Quantum to Clothing: Insider Trades Hit 3 Big Names
Key Points
- Interested in D-Wave Quantum Inc.? Here are five stocks we like better.
- Insider sales are on the rise at a top quantum stock expected to receive $100 million in government funding.
- One
Why These South Korea-Focused ETFs Have More Than Doubled in 2026
Key Points
- Interested in iShares MSCI South Korea ETF? Here are five stocks we like better.
- South Korean equities are on a tear thanks to a weakened dollar, AI dominance, and other factors.
- ETFs
ASML’s Chip Dominance Runs Into New Silicon Boundaries
Key Points
- Interested in ASML Holding N.V.? Here are five stocks we like better.
- Massive investments in global fabrication infrastructure are paving the way for sustained expansion across the
Frozen Assets: How Super Micro Puts AI Heat on Ice
Key Points
- Interested in Super Micro Computer, Inc.? Here are five stocks we like better.
- Super Micro is securing major component pipelines to successfully fulfill massive server backlogs for
Marathon Petroleum Is Back, But Cycles Still Matter
Key Points
- Interested in Marathon Petroleum Corporation? Here are five stocks we like better.
- Marathon Petroleum’s first-quarter rebound was driven by stronger refining margins, improved cash
The SpaceX Sell-Off May Be More Than a Market Overreaction
Key Points
- Interested in SpaceX? Here are five stocks we like better.
- SpaceX raised over $85 billion in its IPO but quickly pivoted to AI infrastructure with a $60 billion all-stock acquisition
Chevron’s Microsoft Deal Turns Natural Gas Into an AI Trade
Key Points
- Interested in Chevron Corporation? Here are five stocks we like better.
- Chevron’s 20-year power agreement with Microsoft shows how AI data center demand is creating new opportunities
Why nVent Could Be a Long-Term AI Infrastructure Winner
Key Points
- Interested in nVent Electric PLC? Here are five stocks we like better.
- nVent is benefiting from rising demand for liquid cooling systems as AI data centers require more efficient
Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning
Key Points
- Interested in Oracle Corporation? Here are five stocks we like better.
- Oracle's stock is trading at 22X current-year earnings, roughly 50% below typical blue-chip tech valuations, as
Apple’s Intel Deal Arrives at the Right Time for Its Stock
Key Points
- Interested in Apple Inc.? Here are five stocks we like better.
- Apple has agreed to partner with Intel to design and manufacture some of its chips on US soil, in a deal that solves