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A Custom AI Chip Test, a Broadband Hold, and a Software Turnaround Buy

A Custom AI Chip Test, a Broadband Hold, and a Software Turnaround Buy

May 22, 2026
Two AI Buys and One Expensive Challenger to Hold

Two AI Buys and One Expensive Challenger to Hold

May 21, 2026
AI Hardware Gains Ground, Bank Leadership Gets Scrutiny, and Restaurant Growth Stays Pricey

AI Hardware Gains Ground, Bank Leadership Gets Scrutiny, and Restaurant Growth Stays Pricey

May 20, 2026
Two Software Rebounds and One Finance Stock Still Waiting on Flows

Two Software Rebounds and One Finance Stock Still Waiting on Flows

May 19, 2026
A Buyout Premium, a Portfolio Reset, and a Weight-Loss Drug Push Going Global

A Buyout Premium, a Portfolio Reset, and a Weight-Loss Drug Push Going Global

May 18, 2026
A Big China Order Signal, a New Energy Storage Bet, and a Freight Leader at New Highs

A Big China Order Signal, a New Energy Storage Bet, and a Freight Leader at New Highs

May 15, 2026
An AI Infrastructure Buy, a Ticketing Stock to Hold, and a Healthcare Software Name to Avoid

An AI Infrastructure Buy, a Ticketing Stock to Hold, and a Healthcare Software Name to Avoid

May 14, 2026
Three Momentum Stocks, but Only One Looks Clean Enough to Buy

Three Momentum Stocks, but Only One Looks Clean Enough to Buy

May 13, 2026
One AI Infrastructure Buy and Two Growth Stories to Avoid

One AI Infrastructure Buy and Two Growth Stories to Avoid

May 12, 2026
A Marketplace Breakout, a Biotech Catalyst Trade, and a Foundry Comeback Signal

A Marketplace Breakout, a Biotech Catalyst Trade, and a Foundry Comeback Signal

May 11, 2026
One Clean AI Buy and Two Expensive Stories That Need Something More

One Clean AI Buy and Two Expensive Stories That Need Something More

May 8, 2026
AI Timing Demand, Cybersecurity Strength, and an Oil Beat That Needs Context

AI Timing Demand, Cybersecurity Strength, and an Oil Beat That Needs Context

May 7, 2026
Two AI Hardware Trades Look Better, While One Bitcoin Stock Gets Harder to Own

Two AI Hardware Trades Look Better, While One Bitcoin Stock Gets Harder to Own

May 6, 2026
A Pricey AI Winner, a Real Ad Recovery, and a Beaten-Down App With a Longer Game

A Pricey AI Winner, a Real Ad Recovery, and a Beaten-Down App With a Longer Game

May 5, 2026
A Crypto Policy Opening, a Questionable Takeover Bid, and an Infrastructure Winner Still Delivering

A Crypto Policy Opening, a Questionable Takeover Bid, and an Infrastructure Winner Still Delivering

May 4, 2026
Where Big Tech Still Looks Strong, Where Growth Is Coming Cheap, and Where Software Just Got a New Catalyst

Where Big Tech Still Looks Strong, Where Growth Is Coming Cheap, and Where Software Just Got a New Catalyst

May 1, 2026
Three Different Reactions to AI Spending, and Only One Looks Easy to Buy

Three Different Reactions to AI Spending, and Only One Looks Easy to Buy

Apr 30, 2026
Three Stocks Getting Stronger for Three Different Reasons

Three Stocks Getting Stronger for Three Different Reasons

Apr 29, 2026
Oil Profits Surge, Manufacturing Breaks Out, and Power Infrastructure Keeps Climbing

Oil Profits Surge, Manufacturing Breaks Out, and Power Infrastructure Keeps Climbing

Apr 28, 2026
A Cable Breakdown, an AI Infrastructure Breakout, and a Media Giant Still Stuck in the Middle

A Cable Breakdown, an AI Infrastructure Breakout, and a Media Giant Still Stuck in the Middle

Apr 27, 2026
Record Highs in Chips, a Real Comeback Quarter, and a Copper Warning Sign

Record Highs in Chips, a Real Comeback Quarter, and a Copper Warning Sign

Apr 24, 2026
Three Different Reactions to Caution, Change, and Confidence

Three Different Reactions to Caution, Change, and Confidence

Apr 23, 2026
A New Signal in Photonics, a Valuation Problem in MedTech, and an AI Power Stock Still Running

A New Signal in Photonics, a Valuation Problem in MedTech, and an AI Power Stock Still Running

Apr 22, 2026
Three AI and Defense Setups With Very Different Risk Profiles Right Now

Three AI and Defense Setups With Very Different Risk Profiles Right Now

Apr 21, 2026
A New Biotech Deal, a Buyout Premium, and Another Push Into Custom AI Chips

A New Biotech Deal, a Buyout Premium, and Another Push Into Custom AI Chips

Apr 20, 2026
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