Blog
Meta Platforms’ Cloud Push: Growth Opportunity Versus AI Concerns
Key Points
- Interested in Meta Platforms, Inc.? Here are five stocks we like better.
- Meta Platforms stock rose 8.8% on July 1 following reports that the company may begin selling excess compute
Why Penguin Solutions May Be the Smartest AI Infrastructure Stock
Key Points
- Interested in Penguin Solutions, Inc.? Here are five stocks we like better.
- Penguin Solutions reported fiscal Q3 2026 revenue of $479 million, up nearly 48% year-over-year and well
Want Anthropic Exposure Before the IPO? These 2 AI Giants Are Already There
Key Points
- Interested in Amazon.com, Inc.? Here are five stocks we like better.
- Anthropic confidentially filed for an IPO on June 1, with a possible debut in October.
- Amazon has invested $13
5 Dividend Kings to Buy in July with Irristable Value and Yield
Key Points
- Interested in Procter & Gamble Company (The)? Here are five stocks we like better.
- Several Dividend Kings, including Procter & Gamble, Hormel, Stanley Black & Decker, Genuine Parts
3 Beaten-Down Trades That Could Pay Off in a Market Correction
Key Points
- Interested in VanEck Junior Gold Miners ETF? Here are five stocks we like better.
- Chris Rowe of True Market Insiders cites thin trading volume, weakening market breadth, and midterm
These 3 Cash-Flow Stocks Give Investors More Than Just Growth Potential
Key Points
- Interested in Comfort Systems USA, Inc.? Here are five stocks we like better.
- Comfort Systems USA has posted strong cash flow and revenue growth, with analysts maintaining a mostly
Vertex’s Crinetics Deal Balances Growth with Integration Risk
Key Points
- Interested in Vertex Pharmaceuticals Incorporated? Here are five stocks we like better.
- Vertex Pharmaceuticals agreed to acquire Crinetics Pharmaceuticals for $10 billion, paying $85
Stacking Chips: The Hidden Supply Shock Fueling Intel
Key Points
- Interested in Intel Corporation? Here are five stocks we like better.
- HSBC analyst Frank Lee set a Street-high $200 price target on Intel, citing a structural server supply deficit and
Drone Stocks Are Down, But Defense Backlogs Tell a Different Story
Key Points
- Interested in AeroVironment, Inc.? Here are five stocks we like better.
- Drone stocks have sold off in 2026, but AVAV, RCAT, and KTOS still have defense-demand catalysts that could
Industrials Are Leading in 2026, But These ETFs Take Different Routes
Key Points
- Interested in Industrial Select Sector SPDR Fund? Here are five stocks we like better.
- Industrials have been one of 2026’s stronger sectors, helped by AI infrastructure spending
Apple and Broadcom Forge a Decade-Long Silicon Fortress
Key Points
- Interested in Apple Inc.? Here are five stocks we like better.
- Apple and Broadcom extended their custom chip and wireless component partnership through 2031, sending Broadcom shares up
SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
Key Points
- Interested in Micron Technology, Inc.? Here are five stocks we like better.
- SK Hynix's Nasdaq listing could raise up to $28 billion and trades at a discount to Micron, offering
The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
Key Points
- Interested in NVIDIA Corporation? Here are five stocks we like better.
- South Korea’s sharp KOSPI sell-off pressured global chip stocks, but the move appears tied more to leverage and
Palantir's CEO Just Called Out OpenAI and Anthropic
Key Points
- Interested in Palantir Technologies Inc.? Here are five stocks we like better.
- CEO Alex Karp told CNBC that enterprises risk losing their competitive data advantage by relying on
Abivax: Wall Street Catches Up to the Data
Key Points
- Interested in Abivax SA Sponsored ADR? Here are five stocks we like better.
- Abivax shares rose more than 40% in a month after positive Phase 3 trial results for Obefazimod, a proposed
AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?
Key Points
- Interested in Alibaba Group Holding Limited? Here are five stocks we like better.
- Alibaba’s recent insider selling was dominated by one large discretionary sale from President J
3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers
Key Points
- Interested in Fabrinet? Here are five stocks we like better.
- Fabrinet, MACOM Technology Solutions, and Credo Technology Group are three overlooked semiconductor firms positioned to
Top 135 Best Locally Owned BBQ Supply Stores in the U.S., According to Survey [2026]
Barbecue season is easy to romanticize. Smoke in the air, a cooler on the patio, friends enjoying each other’s company. But behind the backyard ritual is a very real consumer economy.
The
Silicon Starvation: Amazon Feasts on Legacy GPUs
Key Points
- Interested in Amazon.com, Inc.? Here are five stocks we like better.
- Hyperscalers like Amazon are shifting away from commercial GPUs toward proprietary chips such as Trainium 3
GE Vernova’s Power Surge Turns the Grid Into an AI Trade
Key Points
- Interested in GE Vernova Inc.? Here are five stocks we like better.
- GE Vernova has become a major derivative play on AI infrastructure as data centers drive demand for gas power and
Orbiting Capital: Lawmakers Buy SpaceX Ahead of Index Inclusion
Key Points
- Interested in SpaceX? Here are five stocks we like better.
- SpaceX’s record public offering quickly drew congressional stock disclosures, adding political scrutiny to its early trading
3 Stocks With Solid Yields and Sustainabale Payouts Boost Dividends Once Again
Key Points
- Interested in Darden Restaurants, Inc.? Here are five stocks we like better.
- Three major companies, Darden Restaurants, Delta Air Lines, and Kroger, announced quarterly dividend
Big Beautiful Boycott: Can It Really Hurt Coca-Cola, Amazon, and Kraft Heinz Stocks?
Key Points
- Interested in CocaCola Company (The)? Here are five stocks we like better.
- The Big Beautiful Boycott targets brands like Dasani, Prime Video, and Ore-Ida over their parent companies'
2 Short Squeezes for Summer Speculation: What the Bears Are Getting Wrong
Key Points
- Interested in The Wendy's Company? Here are five stocks we like better.
- Wendy's, with 33% short interest, could see a short squeeze as new CEO Bob Wright pursues digital initiatives
How TeraWulf’s Anthropic Deal Booted Up a $19B AI Empire
Key Points
- Interested in TeraWulf Inc.? Here are five stocks we like better.
- TeraWulf signed a 20-year lease with Anthropic that is expected to generate about $19 billion in contracted revenue.

