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When a Wendy’s paycheck wasn’t enough to cover college, his bosses cooked up an offer he couldn’t refuse.

This chip giant's profits are near the top of its class, but its stock performance is stuck in the middle of the pack. Has the market correctly spotted a flaw in the growth story.

Micron Technology (MU) broke ground on a new memory fab in July 2026 that will cost $9.3 billion and still not produce a single chip until 2028. That gap, years between shovel and shipment, is the real story behind every headline about the AI memory shortage. No amount of capital spending shortens ...

Six major financial institutions intend to create dedicated capital pools that could help NVIDIA customers finance computing infrastructure.

Today's move appears linked to President Donald Trump's late-Thursday announcement of tariffs on drone imports and components. Drones are becoming a significant source of demand for rare earth magnets. Sentiment has been turning positive for rare earth stocks, driven by Trump administration support, corporate milestones, and agreements to supply defense contractors.

Snowflake (NYSE:SNOW) added OptionMetrics data to its private cloud marketplace, giving users direct access to options datasets across multiple regions. The integration includes historical and intraday options data for the US, Europe, Asia, and Canada, aimed at institutional and quantitative users. This move expands Snowflake's role as a data hub for investment research, trading, and risk management workflows. For readers looking to explore more companies building the data and compute...

Rockwell Automation stock has delivered a strong 60.1% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium. Over the past three years Rockwell Automation has returned 60.1%, which sets a high bar for any further upside to be supported by fundamentals. Recent focus on AI driven quality and automation, including new integrations in its software suite, can support...

SoFi Technologies (NasdaqGS:SOFI) has introduced three new private market funds for SoFi Invest members through partnerships with CAZ Investments and AngelList Asset Management. The funds provide access to private market opportunities that include exposure to sectors such as AI, fintech, healthcare, and defense. The new offerings are structured for SoFi users with lower minimum investment requirements and liquidity features compared with many traditional private market products. For readers...

A historically expensive trade suddenly looks much less crowded

Microchip Technology stock has delivered a 20.9% gain over the past year, yet the latest valuation work suggests the shares now trade at a premium, with both the market multiple checks and a Discounted Cash Flow (DCF) intrinsic value estimate pointing to an overvalued picture. Over the last 12 months, Microchip Technology is up 20.9%, which puts recent buyers in profit while raising the question of how much upside is already reflected in the price. Recent demand for chips used in AI data...

Ondas (ONDS) drew fresh attention after reporting second quarter 2026 results that combined very large year on year sales growth with a wider quarterly net loss, giving investors mixed signals on the stock. See our latest analysis for Ondas. Ondas shares closed at US$8.91, with the stock falling 8.8% on the day. However, the 30 day share price return of 21.1% points to building short term momentum on top of a very large 3 year total shareholder return of about 8x. If you are looking beyond...

Shares of materials and photonics company Coherent (NYSE:COHR) jumped 8.8% in the afternoon session after a strong earnings report and positive outlook from rival Lumentum Holdings boosted sentiment for the optical networking equipment sector. Lumentum, a key player in the photonics industry, delivered fiscal fourth-quarter revenue and earnings that surpassed Wall Street's forecasts and issued a stronger-than-expected sales forecast for the upcoming quarter. The upbeat results reinforced expecta

Johnson & Johnson has delivered a 68.9% total return over the past 5 years, yet its valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples lean the other way. Over 5 years, Johnson & Johnson has returned 68.9%, which puts the recent share price near the upper end of its longer term journey. Pipeline progress in areas such as major depressive disorder therapies and new medical technologies like surgical robotics can...

JPMorgan Chase (NYSE:JPM) has been named the first global banking partner of the Olympic and Paralympic Games, marking a new worldwide sponsorship role for the bank. The partnership is set to increase JPMorgan Chase's brand presence across key international markets tied to future Olympic events. Separately, JPMorgan Chase has ended its banking relationship with prediction market platform Polymarket as regulatory attention on such platforms increases. The move away from Polymarket reflects a...

The earnings outlook improved, but the multiple just fell

SpaceX's Starship upper stage has never come back to the launch tower. The next flight is the first attempt -- if regulators sign off.

Reddit just scored S&P 500 membership, but the pop is already fading and the stock sits down 24% for the year. The path back to $200 depends on forces that index inclusion alone cannot deliver.

Sharplink plans to stake roughly 12% of its total Ethereum holdings through Lido, earning yield while staying active in DeFi.

Shares of mediterranean fast-casual restaurant chain CAVA (NYSE:CAVA) jumped 12.8% in the afternoon session after the company reported second-quarter results that beat analyst estimates for revenue and earnings, driven by strong sales growth. The Mediterranean fast-casual chain's revenue climbed 31.3% year-over-year to $368.4 million, surpassing the consensus estimate of $359.7 million. A key factor in the beat was a 9% increase in same-restaurant sales, which outpaced expectations. The company

Seagate's AI-driven storage demand, expanding margins and strong cash flow point to further growth, despite concerns over storage cyclicality.

Wells Fargo expects Dell's supply chain and NVIDIA server exposure to support another powerful year of AI infrastructure growth.

When a leading growth stock resets its base count, it tends to wipe the slate clean of sellers, improving the chance for a breakout.

Eton's cure for an expensive valuation: a 99% sales growth rate.

Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions.

Oppenheimer raised its SNOW price target to $400 as stronger customer consumption and growing CoCo adoption point to faster AI-driven growth.

Elon Musk believes the AI boom may have roughly three years left before Earth itself becomes the bottleneck. “Orbital compute will be the only way to scale AI probably sometime in 2029 due to power availability & permitting problems on...

UBS Raises the Stakes for Nvidia: $95 Billion Revenue Beat Seen Ahead

Seth Klarman built his reputation by staying quiet and staying out of the spotlight, so when the most reclusive value investor of his generation puts money into Bill Ackman's publicly listed firm, the question worth asking is what he sees that most investors are missing.

This midstream pipeline stock is still a reliable income play.

Private buyers may be exposing a major sports-stock discount