Broadcom targets the 2026 AI build-out as Q4 revenue rose 28% YoY to $18B, AI semis reach $8.2B, and VMware adds cash flow.

Ingles Markets trades at a discount, due to hurricane-damaged stores, yet profitability has largely recovered. Read why IMKTA ...

Margin pressures persist as Cisco adapts to AI-driven competition. Click here to read why I recommend buying CSCO stock.

OpenAI launching ads on ChatGPT threatens Alphabet search ad revenue as ChatGPT scales. Click here to read why GOOG stock is ...

Q3 revenue +10.8% YoY and operating income +11.4%, supported by rising margins and strong cash flow. The “AMETEK Growth Model ...

Radian Group (RDN) is upgraded to Buy, driven by a lower-rate housing environment and the transformative Inigo acquisition.

Q3 beat, China growth, activist catalysts and $1B buyback support a low 15.1x ex-cash valuation—see why it’s a buy now.

Rollins remains a high-quality, AI-resistant business with a proven M&A-driven growth strategy. Read why I maintain a Hold ...

B in free cash flow by 2029 at ~$65 oil, driven by project completions, LNG growth, and cost cuts. Read why COP stock is a ...

IGV underperformed, down nearly 20% from its 2025 double top, with weak momentum and poor seasonal trends into March. See why ...

The Trump administration unveiled a plan that would require big tech companies to pay for the construction of new power ...

Trump threatens up to tariffs on European allies over Greenland military moves amid U.S. ownership push. Read more here.