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Broadcom’s Best Catalyst Yet Might Be Hiding in 2026 Forecasts

Surging hyperscaler AI CapEx forecasts for 2026 could materially expand Broadcom’s addressable market — and a formal AI SAM update might be the stock’s next big catalyst.

MP Materials Stock Soared After Earnings—Here’s the Real Reason

Investors cheered record NdPr production and progress toward domestic magnet manufacturing — not a revenue rebound. A government price floor and exceeded production guidance point to imminent profitability.

"I'm risking my reputation on this"

A Magnificent AI Bet? Stanley Druckenmiller’s Latest Tech Moves

The legendary investor pivots into Amazon, Alphabet and Meta — exiting Microsoft and Eli Lilly as he banks on AI infrastructure leaders. His moves signal a bet on hyperscalers, valuation re-ratings and renewed AI monetization.

Why Lithium Americas Could Be a 2030 Power Play—Not a 2025 One

U.S. funding keeps Thacker Pass on track, but production won’t begin until 2027 and profits may not arrive until around 2030. Expect heavy short-term volatility as traders chase lithium-price forecasts—this is a long-haul trade, not a quick win.

Once-in-a-generation financial crisis is coming

Applied Materials: Up 40% in 2025 With Room to Run Long-Term

AMAT has rallied 40% in 2025 despite tepid 4% sales growth and lagging many wafer‐fab equipment peers. With China risk easing and demand set to recover, the stock looks positioned for additional long‐term upside.

3 Data Center Stocks Are Soaring—Analysts Think 1 Could Go Higher

Lumentum and SanDisk have ripped higher after blockbuster quarters, prompting analyst caution — but one name still shows clear upside. Updated price targets point to meaningful gains for Coherent.

Trump’s “Housing Loophole” Is Erasing Tax Bills