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Shopify Defies Logic: AI Disruption Is a Good Thing
Shopify’s (NASDAQ: SHOP) Q4 2025 earnings report is a thing of beauty, revealing that AI disruption is a good thing, at least for companies positioned to monetize it as effectively. Shopify, a
Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
In a market sector recently defined by volatility and skepticism, Dynatrace (NYSE: DT) has effectively separated itself from the pack. While many software companies struggle to justify their
Vertiv Earnings Prove the AI Infrastructure Boom Is Intact
If there’s an AI bubble, the memo never got to Vertiv (NYSE: VRT) or the companies with which it does business. The company delivered an earnings report and guidance that shows demand for its
Simpson Manufacturing: A Mid-Cap Rally With New Highs in Sight
Simpson Manufacturing (NYSE: SSD) is a mid-cap stock in rally mode and on track to set fresh all-time highs this year. While 2026 growth is expected to be tepid, the company’s earnings quality is
GE Vernova Rallies on the AI Grid Supercycle: Turbines, Transformers, and Cash Returns
While the stock market has spent the last two years obsessed with microchips and artificial intelligence (AI) software, a quiet revolution has taken place in the physical world. The massive data