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

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 ...

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 ...

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.

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

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

Commerce Secretary Lutnick warns memory chipmakers, including those from South Korea and Taiwan could face 100% tariffs ...