Amazon (AMZN) is building custom AZ3 chips for Echo and Fire TV to run AI on-device for better security and performance.
Centerra Gold trades 30%+ below NAV with dividends/buybacks and growth catalysts. Click here to read why I rate CGAU stock a ...
The European Union's semiconductor sector is under increasing pressure from Chinese export controls, dependence on U.S.
Atlas Lithium (ATLX) advances Brazil’s Neves Project toward production. ATLX trades at ~20% of Neves' DFS NPV. Read here for ...
OpenAI has discussed giving a 5% stake to the U.S. government as the $852B AI start-up seeks to clear political obstacles by ...
While Onity Group is an obvious beneficiary of high interest rates, the market seems to not appreciate the upside potential.
Unusual Machines rated Buy with $35 target as drone components/batteries scale via Upgrade Energy, new facilities and defense ...
Performance in January remained resilient, with continued strong technicals and benign macro news. Read more here.
Becton, Dickinson and Company boasts a few high-margin, high-growth product lines that should fuel a return to sustainable ...
Meta Platforms, Inc. signals excess compute capacity—could AI capex slow next? See the outlook for AI infrastructure, semis, and the AI bubble. Click for this update.
Affirm Card users +130% and revenue up 33%, with raised guidance and strong GMV growth. See more details here.
Commercial shipping through the Strait of Hormuz has surged in recent weeks, with American military support helping boost oil ...
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