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Jul 13, 2026

Why "Big Short" Investor Michael Burry Sees Upside in Beaten-Down Sportbook Stocks

Burry is betting that DraftKings and Flutter can rebound as prediction markets face tougher regulation. Wall Street’s bullish price targets suggest the “Big Short” investor may be on to something.

Jul 12, 2026

Power Struggle: Wolfspeed Sues Navitas Over AI Chips

Wolfspeed says Navitas’ AI-focused GaN and SiC chips infringe five key patents, setting up a fight that could reshape the wide-bandgap semiconductor market. With both companies under financial pressure, a licensing deal may be the most likely outcome.

Jul 11, 2026

Amazon’s New Debt Deal Puts Its AI Spending Story on Trial

Amazon is betting billions on AI infrastructure, but investors are questioning how much near-term cash flow and sentiment pressure that strategy can withstand. The new debt deal puts the company’s long-term compute ambition under a brighter spotlight.

Jul 10, 2026

Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard

A bank-led bid for Fiserv’s debit networks could reshape payments by cutting out the middleman. The move also adds pressure to Visa and Mastercard as regulation, settlement costs, and new routing alternatives pile up.

Jul 9, 2026

The Market Just Got Shaken—These 3 ETFs May Come Out Stronger

Geopolitical turmoil and an AI pullback have rattled markets, but these dividend-growth ETFs offer a steadier mix of income, quality, and upside. VIG, VIGI, and FDVV could be built to hold up better—and potentially emerge stronger—when the dust settles.

Jul 8, 2026

AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?

CoreWeave’s relentless insider selling looks like the clearest warning sign, while Alibaba and Cerebras appear more mixed. Here’s what the trades may reveal about AI stocks, liquidity, and investor sentiment.

Jul 7, 2026

This Edge AI Stock Just Got a Huge Vote of Confidence From Wall Street

Rosenblatt’s price-target hike to a Wall Street high of $120 has put Ambarella in the spotlight. With edge AI, robotics, and automotive momentum building, the stock may finally be ready to break out.

Jul 6, 2026

This Under-the-Radar Industrial Is Quietly Powering AI

Regal Rexnord’s surging data-center orders are turning a traditional industrial supplier into an unexpected AI infrastructure play. But with margins under pressure and a big run-up already in the stock, the road ahead may be bumpier than it looks.

Jul 5, 2026

Why Flywire and Airbnb Could Be Quiet Winners of a Ceasefire

A ceasefire could ease travel costs and lift consumer confidence, setting the stage for Flywire and Airbnb to benefit. Both stocks are already showing solid growth, but a calmer geopolitical backdrop could add a fresh tailwind.

Jul 4, 2026

Why Kroger's Giant Eagle Deal Could Change Everything

Kroger’s $1.65 billion Giant Eagle buyout could add scale, boost digital profitability, and strengthen its defense against Amazon and Walmart. With shares still looking cheap, the deal may become a major catalyst for the grocery giant.

Jul 3, 2026

Even CEOs Need Cash: Insider Selling Is Not the Only Signal in AI Stocks

Institutional buying and analyst support are still powering the AI trade, even as insiders cash out. But with several names stretched and near-term correction risks rising, investors should watch the bigger signals.

Jul 2, 2026

Ouster Is Breaking Out as a Physical AI Leader: Here's What's Driving the Move

Ouster’s latest rally is being fueled by Rev8 lidar’s Buy America compliance, new robotics and infrastructure wins, and growing investor enthusiasm for physical AI. But after a huge run, the stock’s premium valuation and lack of consistent profitability still warrant caution.

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