Alphabet AI-driven revenue acceleration, margin expansion, and new TPU hardware sales offer multiple paths to long-term ROIC.

Nvidia’s blowout earnings highlight which ETFs have the biggest NVDA weightings—from 125%+ high-income funds to diversified ...

Ichor (ICHR) could benefit from rising wafer fab intensity, AI tailwinds, and capacity expansion—get the latest outlook and ...

The report estimates the data center cooling market will reach $128 billion in size by 2033, with the Asia Pacific market ...

FLTW now trades at a 90% earnings multiple premium to EM peers, with technicals showing signs of distribution. Read why FLTW ...

Credo's guidance for Q1 revenue is $465–$475 million, implying 110% YoY growth and potential for an upside surprise. Learn ...

Vertiv's co-design capabilities and expanding service offerings position it to capture increasing content per megawatt. Find ...

On the supply side, municipal new issuance totaled nearly $150 billion for the quarter, 22% above Q1 2026's level. Demand ...

Zoom is an enterprise and consumer software company most known for enabling video communications. Read why ZM stock is ...

China's lithium carbonate spot prices and spodumene spot prices were significantly higher the past month. Read more on the ...

Kirby offers unique energy sector exposure through marine transportation of bulk liquids. Find out why KEX stock is a Buy.

Newmont (NEM) stock is downgraded to Hold as valuation tightens after strong Q2 cash flow. Read here for a detailed ...