Aug 27, 2026
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3 min read
From diversified AI and semiconductor exposure to infrastructure plays, ARTY, CHPS, and PAVE offer three ways to capitalize on the AI boom beyond NVIDIA.
Aug 26, 2026
Berkshire Hathaway increased its Alphabet stake by 83%, making the AI hyperscaler its third-largest holding. The bold move signals confidence in Google Cloud’s explosive growth—despite the hefty AI spending still to justify.
Aug 25, 2026
Walmart shoppers are trading down while affluent Home Depot customers keep spending big, revealing a widening divide in consumer behavior. Their earnings show the K-shaped economy remains firmly entrenched.
Aug 23, 2026
Intuit, MGM Resorts and Leidos have surged from their lows—but slowing growth, deal risk and stretched valuations could put their rallies on shaky ground.
Aug 22, 2026
A breakthrough melanoma vaccine and a massive short squeeze sent Moderna shares soaring—but with approval still years away, investors are weighing whether the rally has room to run.
Aug 21, 2026
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.
