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Is FIGS Stock a Buy as Growth Accelerates but Valuation Stays Rich?
FIGS, Inc. FIGS is pairing faster growth with improving profitability, international expansion and stronger customer engagement. Second-quarter 2026 results extended a recovery that now looks
Amplitude Conference: CFO Sees Platform, Enterprise Push and AI Fueling Growth
Key Points
- Interested in Amplitude, Inc.? Here are five stocks we like better.
- Platform expansion and enterprise sales have accelerated Amplitude’s growth: enterprise customers now generate
Check Point Sees AI Security Spending Surge as 2027 Growth Setup Takes Shape
Key Points
- Interested in Check Point Software Technologies Ltd.? Here are five stocks we like better.
- AI cybersecurity spending could accelerate in 2027 as customers shift from experimental AI
TELUS Dividend Reset Could Accelerate Debt Reduction Through 2028
TELUS Corporation TU has reset its dividend as part of a broader effort to rebuild financial flexibility and reduce leverage. The move lowers near-term shareholder income but allows the company to
Will CoreWeave's Global Expansion Accelerate Revenue Growth?
CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the
Can Maplebear's AI Assistant Become a Meaningful Growth Driver?
Maplebear Inc. CART, operating as Instacart, is placing significant strategic emphasis on its new AI Assistant to accelerate platform expansion and deepen user engagement. In the second quarter of
NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?
NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize
Liquidia Q2 Earnings Call Highlights
Key Points
- Interested in Liquidia Corporation? Here are five stocks we like better.
- YUTREPIA growth accelerated: Second-quarter net product sales reached $170.4 million, up 31% sequentially
Fortinet Lifts 2026 Guidance on Firewall, SASE Demand: Buy the Stock?
Fortinet, Inc. FTNT has given investors fresh reason to pay attention after raising its full-year 2026 guidance on the back of accelerating firewall refresh cycles and surging SASE adoption. The
JPMorgan Sees S&P 500 at 8,000: ETFs That Are Worth Buying
A stronger earnings outlook and the potential for AI spending by major hyperscalers to accelerate revenue growth have led J.P. Morgan JPM to raise its year-end S&P 500 target to 8,000 from 7,800
Is Akamai Stock a Buy as AI Growth Outpaces Delivery and Margin Risks
Akamai Technologies, Inc. AKAM presents a trade-off between accelerating AI infrastructure and Security opportunities and the financial costs of pursuing those markets. Cloud Infrastructure Services
Can SNPS Leverage AI to Accelerate Chip Design and Drive Growth?
Synopsys SNPS is benefiting from the large AI infrastructure expansion, which is fueling semiconductor R&D, system-level design activity and demand for advanced AI computing capabilities. The
ALAB Benefits From PCIe Demand: Can It Stay Ahead of Its Competitors?
Astera Labs ALAB is benefiting from surging demand for PCIe (Peripheral Component Interconnect Express) solutions, particularly as AI infrastructure investments accelerate globally. In the second
MPWR Raises 2026 Enterprise Data Growth Floor as AI Demand Surges
Monolithic Power Systems, Inc. MPWR raised its 2026 Enterprise Data growth floor to 130% from 85% after a sharp acceleration in artificial intelligence (AI) and server demand. Second-quarter
TDS Stock Buy, Hold or Wait as Fiber Growth Tests Execution Risks
Telephone and Data Systems, Inc. TDS presents a trade-off between accelerating fiber deployment and the financial demands of transforming its legacy telecom business. The shares trade below the
Defense ETFs to Buy as Pentagon Pushes to Boost Missile Stockpiles
The Pentagon is currently pressing the U.S. defense contractors to accelerate weapon production dramatically. In a recent memo, deputy defense secretary Steve Feinberg gave major contractors just 21
Is DLR Worth Buying as Growth Accelerates but Valuation Stays Rich?
Digital Realty Trust, Inc. DLR is benefiting from faster expected Core funds from operations (FFO) growth, rising revenue visibility and sustained demand from AI, cloud and enterprise customers. The
DLR Jumps 9.9% in the Past Month as Leasing Momentum Accelerates
Digital Realty Trust, Inc. DLR shares have gained 9.9% in the past four weeks, reflecting stronger operating momentum across leasing, renewals and development. The Zacks Consensus Estimate for
A2Z Cust2Mate Solutions Q2 Earnings Call Highlights
Key Points
- Interested in A2Z Cust2Mate Solutions Corp.? Here are five stocks we like better.
- Revenue and deliveries accelerated: Q2 revenue rose to $5.9 million from $3.3 million sequentially
Cogent Communications Sees AI Traffic Upside, but Infrastructure Bottlenecks Loom
Key Points
- Interested in Cogent Communications Holdings, Inc.? Here are five stocks we like better.
- AI is accelerating Cogent’s traffic and wavelength opportunities: Internet traffic growth


