News

The most pressing problem with Shopify (NADAQ: SHOP) stock is its valuation. The stock commands a significant premium, trading at over 120X trailing earnings, but it is well-deserved and prices in

The semiconductor sector is undergoing a critical phase shift. The cycle has rotated from momentum-driven multiple expansion into a rigorous deployment phase, a market that aggressively punishes

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

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

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

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

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

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

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.