Aug 21, 2026
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3 min read
Analog Devices’ strong earnings and AI-driven demand are fueling rising analyst optimism. With data centers, industrial applications, and capital returns supporting growth, ADI could be poised for fresh highs.
Aug 20, 2026
Explore the public companies backing Anthropic’s growth—from enterprise software partners to cloud and chip suppliers—and uncover potential ways to gain indirect exposure before its expected IPO.
Aug 19, 2026
Fabrinet’s AI-driven growth story remains intact despite its post-earnings sell-off, with capacity investments positioning the company for accelerating demand. Could this misunderstood optical powerhouse be poised for a rebound?
Aug 18, 2026
SiTime’s explosive earnings highlight a lesser-known way to invest in the AI infrastructure boom—alongside promising “picks-and-shovels” peers FormFactor and Cognex.
Aug 17, 2026
Commodity, Chinese equity, and free-cash-flow ETFs are outperforming as inflation, rates, and market volatility reshape the investment landscape. Here’s what’s driving their surprising summer gains.
Aug 16, 2026
Applied Materials delivered record revenue and raised its outlook, but a flat gross-margin forecast and sky-high expectations sent shares lower.
Aug 15, 2026
Margin calls and yen carry-trade unwinds are rattling tech stocks—but chip orders, hyperscaler buildouts, and AI demand remain strong. Here’s how investors are sizing up five resilient names amid the volatility.
Aug 14, 2026
Joby is doubling down on defense with a $500 million acquisition that adds more than $100 million in revenue and a profitable new business line. The move could help fund its air-taxi ambitions—but investors must weigh dilution and execution risks.
Aug 13, 2026
A binding three-year slate of 30 films could give AMC the predictable box office revenue it needs to navigate its looming debt maturities. But the lifeline depends on Paramount Skydance’s Warner Bros. Discovery merger surviving a 2027 antitrust trial.
Aug 12, 2026
SpaceX’s $295 million Megapack purchase offers Tesla’s energy business a powerful new growth catalyst—but the Musk ecosystem’s tangled finances raise questions about how meaningful that demand really is.
