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Blog

3 Reasons Analysts Love DexComPhoto, wide shot, wide-angle lens,  Mental health care service, Midday, harsh overhead sunlight, directional sunlightt, photo by Art Wolfe: https://img.midjourneyapi.xyz/temp/7ce3b930-5e2a-4215-b686-0ad0eb0b922a.png
3 Reasons Analysts Love DexCom

While GLP-1 agonists have grabbed investor attention for their potential as weight loss aids, these medicines also form a crucial component of a broader set of tools to address type 2 diabetes

Atomic Dividends: Big Tech's New Energy BetPhoto, wide shot, wide-angle lens,  Logistics company, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/a16a79c7-f73c-405d-ba63-e8d69b66ce4e.png
Atomic Dividends: Big Tech's New Energy Bet

A structural power deficit is forming across the United States, driven by the voracious energy appetite of artificial intelligence (AI) and hyperscale data centers. This has forced technology

The New Fed Chair Trade: Who Wins When Warsh Takes the Helm?Photo, wide shot, wide-angle lens, soft focus,  Asset management firm, Midday, harsh overhead sunlight, directional sunlightt, photo by Art Wolfe: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-4Gf80r47YD589EFtjlMy4oXE.png?st=2023-05-06T14%3A52%3A24Z&se=2023-05-06T16%3A52%3A24Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-06T00%3A39%3A24Z&ske=2023-05-07T00%3A39%3A24Z&sks=b&skv=2021-08-06&sig=d8x8qxYEsZ8AfRwcBw8eUkxkNQFVf9GobJgEag27Xug%3D
The New Fed Chair Trade: Who Wins When Warsh Takes the Helm?

In June 2026, Kevin Warsh will take over as Chair of the Federal Reserve Board. Current Fed chair Jerome Powell’s term ends on May 15, and the U.S. Senate is expected to confirm Warsh sometime that

Nebius Breaks Out to All-Time Highs—Here's What's Driving It.Photo, wide shot, wide-angle lens, soft focus,  IT consulting firm, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Sebastião Salgado: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-uhXP0RHYYxDepjmHeSp1K8bF.png?st=2023-05-07T15%3A26%3A44Z&se=2023-05-07T17%3A26%3A44Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-07T16%3A18%3A55Z&ske=2023-05-08T16%3A18%3A55Z&sks=b&skv=2021-08-06&sig=4pcJOd8aEI1799liUV13F4ElqO7e4RZy8sa1PEeeNZA%3D
Nebius Breaks Out to All-Time Highs—Here's What's Driving It.

Nebius Group (NASDAQ: NBIS) has been one of the most extraordinary stories in the market over the past year, and this week the momentum has kicked into another gear entirely. The stock closed

Leading Insider Sales: April Activity Ramps in These StocksPhoto, wide shot, wide-angle lens,  Janitorial service, Midday, harsh overhead sunlight, directional sunlightt, photo by Ansel Adams: https://img.midjourneyapi.xyz/temp/4d4e885c-79e9-4b8f-bd91-e9721cd7c2e9.png
Leading Insider Sales: April Activity Ramps in These Stocks

Insider selling ramped up in early 2026, with tech stocks topping the list. Tech stocks, meanwhile, are rallying higher on results, outlook, and sell-side interest, including analysts and

onsemi Stock Dips After Earnings: Why the Dip Is BuyablePhoto, wide shot, wide-angle lens,  Computer hardware manufacturer, Midday, harsh overhead sunlight, directional sunlightt, photo by Art Wolfe: https://img.theapi.app/temp/bee95973-d201-429b-849e-52867059bd1a.png
onsemi Stock Dips After Earnings: Why the Dip Is Buyable

onsemi’s (NASDAQ: ON) price action surged in April as signs of broad-based improvement in industrial semiconductor demand gripped the market. The move raises red flags, as its parabolic advance is

Monolithic Power Systems: AI Stock Beat, Raised and Upgraded Post-EarningsPhoto, wide shot, wide-angle lens,  Gold mine, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/94faf2bd-99c1-4ea6-b55d-fdcab23c3865.png
Monolithic Power Systems: AI Stock Beat, Raised and Upgraded Post-Earnings

Stocks like NVIDIA (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) often dominate semiconductor headlines. However, one lesser-known chip stock has been powering past these two in terms of recent

Amazon Weaponizes Logistics, Triggering Sector-Wide SelloffPhoto, wide shot, wide-angle lens, soft focus,  Railroad company, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-PDBQn2GCVZs3frHaK2lGsDOa.png?st=2023-05-03T06%3A32%3A47Z&se=2023-05-03T08%3A32%3A47Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-02T19%3A53%3A01Z&ske=2023-05-03T19%3A53%3A01Z&sks=b&skv=2021-08-06&sig=B8RNBNOp5bAAUbGicg4q74TKunz53L%2BT3UK9Oi3oX%2B4%3D
Amazon Weaponizes Logistics, Triggering Sector-Wide Selloff

The transportation and logistics sector experienced a shock following the announcement that Amazon.com, Inc. (NASDAQ: AMZN) is opening its vast, end-to-end supply chain infrastructure to all

Norwegian Cruise Line Cuts Outlook as Headwinds BuildPhoto, wide shot, wide-angle lens,  Retail store, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/bda07ced-e79e-4489-b731-ada601660c8e.png
Norwegian Cruise Line Cuts Outlook as Headwinds Build

It’s been rough seas for Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH), and it’s unlikely to be smooth sailing anytime soon. After reporting mixed first-quarter results Monday morning, the

Berkshire Hathaway’s Record Cash Hoard: Why and What's Next?Photo, wide shot, wide-angle lens, soft focus,  Risk management company, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-vkrXsXVXnZepYEkiT4BvjtCA.png?st=2023-05-14T13%3A27%3A43Z&se=2023-05-14T15%3A27%3A43Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-14T00%3A09%3A01Z&ske=2023-05-15T00%3A09%3A01Z&sks=b&skv=2021-08-06&sig=y1VhH4rrtYGKSVOHO3rBwhpmvE42GCwp7%2BKdLaLI7kA%3D
Berkshire Hathaway’s Record Cash Hoard: Why and What's Next?

On May 2, Berkshire Hathaway (NYSE: BRK.B) shareholders attended the first shareholder meeting without Warren Buffett presiding. Buffett announced his retirement in 2025 and appointed Greg Abel as

A Prada Payday: Is AMC Back in Style?Photo, wide shot, wide-angle lens,  Gold mine, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/94faf2bd-99c1-4ea6-b55d-fdcab23c3865.png
A Prada Payday: Is AMC Back in Style?

A blockbuster premiere is rewriting the script for the theatrical exhibition portion of the entertainment sector, where a powerful combination of resurgent consumer demand and shrewd financial

NVIDIA’s China Connection: Investor Risks With Earnings AheadPhoto, wide shot, wide-angle lens, soft focus,  Networking equipment supplier, sunset photo at golden hour, photo by Art Wolfe: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-LvyAFCAMshu3rGBke5G5gxuI.png?st=2023-05-10T15%3A37%3A29Z&se=2023-05-10T17%3A37%3A29Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-10T02%3A36%3A27Z&ske=2023-05-11T02%3A36%3A27Z&sks=b&skv=2021-08-06&sig=nXxCmLby4SxAAd/YtNVxZStdXrs9BCydapQDQaR/oac%3D
NVIDIA’s China Connection: Investor Risks With Earnings Ahead

NVIDIA (NASDAQ: NVDA) CEO Jenson Huang says the company has 0% GPU market share in China, but that’s only the official picture. It makes no direct sales to China, as the advanced Blackwell lineup

3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand ExplodesPhoto, wide shot, wide-angle lens,  Coal company, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by David Maisel: https://img.midjourneyapi.xyz/temp/2a011bdc-adca-4de9-8457-d868b31178cf.png
3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes

Every AI bull run eventually collides with a hard physical constraint. Right now, that constraint is power.

Rob Spivey, director of research at Altimetry Research, has spent months mapping the

Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?Photo, wide shot, wide-angle lens, soft focus,  IT consulting firm, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Sebastião Salgado: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-uhXP0RHYYxDepjmHeSp1K8bF.png?st=2023-05-07T15%3A26%3A44Z&se=2023-05-07T17%3A26%3A44Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-07T16%3A18%3A55Z&ske=2023-05-08T16%3A18%3A55Z&sks=b&skv=2021-08-06&sig=4pcJOd8aEI1799liUV13F4ElqO7e4RZy8sa1PEeeNZA%3D
Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?

Struggling stocks are signaling confidence ahead, recently announcing substantial share buyback authorizations. These names are looking to buy shares at what they likely view as depressed prices

GameStop's eBay Gamble: Bold Move or Balance Sheet Disaster?Photo, wide shot, wide-angle lens,  Online marketplace, sunset photo at golden hour, photo by Ansel Adams: https://img.midjourneyapi.xyz/temp/27d484d8-d1b1-4519-9797-b5dcaa68d4e2.png
GameStop's eBay Gamble: Bold Move or Balance Sheet Disaster?

Once a struggling brick-and-mortar retailer, GameStop is now swinging for a much bigger stage. GameStop (NYSE: GME) CEO Ryan Cohen made his move, announcing the intended acquisition of eBay

Big-Tech Earnings: Google and Meta's Results Support Broadcom's OutlookPhoto, wide shot, wide-angle lens, soft focus,  Networking equipment supplier, sunset photo at golden hour, photo by Art Wolfe: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-LvyAFCAMshu3rGBke5G5gxuI.png?st=2023-05-10T15%3A37%3A29Z&se=2023-05-10T17%3A37%3A29Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-10T02%3A36%3A27Z&ske=2023-05-11T02%3A36%3A27Z&sks=b&skv=2021-08-06&sig=nXxCmLby4SxAAd/YtNVxZStdXrs9BCydapQDQaR/oac%3D
Big-Tech Earnings: Google and Meta's Results Support Broadcom's Outlook

Top hyperscaler companies reported earnings in the final week of April, and received a mixed reaction from investors. The day after reporting, Google's parent company, Alphabet (NASDAQ: GOOGL), was

Dividend Boosters: Qualcomm, Southern , PACCAR Add Juice to YieldsPhoto, wide shot, wide-angle lens,  Computer hardware manufacturer, sunset photo at golden hour, photo by Art Wolfe: https://img.midjourneyapi.xyz/temp/7835e381-fcae-4834-ba93-4708292dc055.png
Dividend Boosters: Qualcomm, Southern , PACCAR Add Juice to Yields

Dividends are on the rise for key names across chips, utilities, and transportation. This includes one of the semiconductor industry’s highest-yielding stocks. Investors are taking notice as this

Tyson Foods' Total Returns: Tasty Treats for Income Investors?Photo, wide shot, wide-angle lens,  Gold mine, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/94faf2bd-99c1-4ea6-b55d-fdcab23c3865.png
Tyson Foods' Total Returns: Tasty Treats for Income Investors?

Tyson Foods (NYSE: TSN) is no headline-making growth story, but it is a quality consumer staple whose stock price is setting up for big gains. Consumer trends and commodity prices underpin its

5 Mega-Cap Stocks That Beat Q1 2026 Earnings and Are Still Climbing:
5 Mega-Cap Stocks That Beat Q1 2026 Earnings and Are Still Climbing

This earnings season has delivered a clear message: the companies leading this market are not just holding up in a challenging macro and geopolitical environment, they are accelerating and growing

Why Lockheed Martin's Earnings Miss Could Be a Blessing in DisguisePhoto, wide shot, wide-angle lens,  Aerospace components, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/3938f51e-9b01-45a9-aed1-ff9d047063fc.png
Why Lockheed Martin's Earnings Miss Could Be a Blessing in Disguise

Shares of aerospace and defense giant Lockheed Martin Corporation (NYSE: LMT) took a heavy hit following the release of its Q1 2026 earnings report on April 23, extending a sharp pullback that has

3 ETFs to Play the Enterprise Software SlumpPhoto, wide shot, wide-angle lens, soft focus,  IT consulting firm, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Sebastião Salgado: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-uhXP0RHYYxDepjmHeSp1K8bF.png?st=2023-05-07T15%3A26%3A44Z&se=2023-05-07T17%3A26%3A44Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-07T16%3A18%3A55Z&ske=2023-05-08T16%3A18%3A55Z&sks=b&skv=2021-08-06&sig=4pcJOd8aEI1799liUV13F4ElqO7e4RZy8sa1PEeeNZA%3D
3 ETFs to Play the Enterprise Software Slump

Enterprise software—large-scale tools designed for organizations and business clients—is experiencing a slump as providers and customers alike navigate the shifting AI landscape, the inertia baked

CPI Card Group’s Quiet Cash Machine Faces a Digital Reality Check
CPI Card Group’s Quiet Cash Machine Faces a Digital Reality Check

Remember paying with plastic? In this day of mobile payments and online shopping, CPI Card Group (NASDAQ: PMTS) certainly remembers—and its business is driving record results.

Certainly not a

2 ETFs to Play Both Sides of the Iran War CeasefirePhoto, wide shot, wide-angle lens,  Logistics company, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/a16a79c7-f73c-405d-ba63-e8d69b66ce4e.png
2 ETFs to Play Both Sides of the Iran War Ceasefire

As the U.S. war in Iran enters its third month, the market has seemingly stabilized after initial concerns about energy industry shocks and the price of oil. However, ongoing political

Qualcomm’s 50% Surge: Bubble Territory or Breakout Moment?Photo, wide shot, wide-angle lens,  Computer hardware manufacturer, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Edward Burtynsky: https://img.theapi.app/temp/32e7a10f-efd0-424a-861f-2f3e0bb7ce02.png
Qualcomm’s 50% Surge: Bubble Territory or Breakout Moment?

Shares of Qualcomm Incorporated (NASDAQ: QCOM) have surged following their latest earnings report on Wednesday, April 29, pushing the stock into extremely overbought territory on a technical basis.

Powering Up: UGI Banks $685M in Strategic TurnaroundPhoto, wide shot, wide-angle lens,  Gas company, Midday, harsh overhead sunlight, directional sunlightt, photo by Peter Lik: https://img.midjourneyapi.xyz/temp/07ff6859-914a-4fdd-8473-abdbac8978f6.png
Powering Up: UGI Banks $685M in Strategic Turnaround

Utility sector investors often prioritize balance sheet stability and dividend security above all else. A strategic shift is underway at UGI Corporation (NYSE: UGI) that appears engineered to