Dec 11, 2025
Good results couldn't quiet fears over rising R&D and vague FY2027 guidance, triggering the 27% plunge. Analysts still see upside, but the stock’s fate will hinge on whether those investments translate into sustained profit.
Dec 10, 2025
Strong price momentum, analyst upgrades and heavy institutional demand are lining up behind three split candidates. Meet Meta, Ulta and Caterpillar — the stocks most likely to split in 2026.
Dec 9, 2025
A post‐earnings pullback was an excuse to sell — fundamentals tell a different story. Strong beat‐and‐raise results, margin expansion, and AI‐driven identity demand make Okta a compelling long‐term buy.
Dec 8, 2025
Five Below’s upbeat results — and Dollar Tree’s essentials-driven beat — show shoppers still spending, but leaning into value. Their similar stock breakouts mirror 2022 and could foreshadow stickier inflation.
Dec 2, 2025
Morgan Stanley’s $338 call reflects surging AI demand for HBM that’s straining capacity and lifting prices across the memory market. With record margins and multi‐year fab lead times, Micron looks set to benefit from a durable AI-driven supercycle.
Nov 30, 2025
Ultra‐efficient copper and fiber chips unclog AI data highways, slashing power use and latency. Major hyperscaler design wins and a leaner balance sheet are accelerating Semtech’s AI roadmap.
Nov 29, 2025
Robust Q4 beats, a $2.7B backlog and a $1.5B buyback spotlight Keysight as the go-to "shovel seller" for AI, 6G and advanced chips. A strategic push into software promises steadier, higher‐margin growth.
Nov 28, 2025
Its Foundry and AIP platforms turn raw AI compute into real-world results, powering rapid commercial growth and expanding margins. A recent pullback near $150 may be a rare entry point for long-term investors.
Nov 27, 2025
Massive, front‐loaded AI spending is squeezing Microsoft’s near‐term margins even as secular demand could justify the outlay. Nadella’s shift to AI‐native products and usage pricing aims to bridge the gap — and the chart suggests a potential rebound if investors buy the thesis.
Nov 26, 2025
Three stocks powering the AI boom — from baseload nuclear energy to critical rare‐earth magnets — offering tangible infrastructure exposure beneath the software hype.
Nov 25, 2025
Costco’s sales, membership strength and consistent earnings paint a healthy picture. But sky-high valuation, razor-thin margins and bearish technicals leave the stock exposed to further downside.
