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6 ARTICLES

last mo.

Vistra Falls 30% as Strong Earnings and Hyperscaler Deals Clash With Operational and Regulatory Risks

Improving adjusted EBITDA plus multi-decade contracts with cloud providers underpin a long-term AI power strategy that investors must weigh against near-term cash-flow threats.

7 ARTICLES

2mo ago

AMD Posts Record Data‑Center Quarter, Investors Flag CapEx and Cash‑Flow Risks

5 ARTICLES

3mo ago

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

10 ARTICLES

3mo ago

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

10 ARTICLES

4mo ago

Palantir’s AIP-Fueled Growth Meets Skeptical Market

10 ARTICLES

4mo ago

Palantir’s AIP Drives Blowout Q1 While Investors Wrestle With Valuation and Supplier Risk

5 ARTICLES

4mo ago

CrowdStrike Expands Falcon to Ingest Claude AI Activity and Boosts German Distribution

8 ARTICLES

5mo ago

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

5 ARTICLES

5mo ago

Qualcomm Soars After Q2 Beat as AI Data-Center Chip Nears First Shipments

7 ARTICLES

5mo ago

POET Technologies Lurches After Surge as Short Bets Build

9 ARTICLES

6mo ago

GSK Gains After Cramer Endorsement as Company Pushes Into Weight-Loss Drugs

7 ARTICLES

6mo ago

Leak of Anthropic Draft on ‘Claude Mythos’ Hits Cybersecurity Stocks

3 ARTICLES

6mo ago

Salesforce Presses Agentforce Into Operations With New Contact Center and Reported Adecco Rollout

3 ARTICLES

7mo ago

Intuitive Surgical Takes Over Southern Europe Distribution After Closing Distributors Deal

3 ARTICLES

7mo ago

Carnival Slumps as Gulf Conflict Lifts Oil Prices and Upends Travel

6 ARTICLES

7mo ago

Avis Plunges Over 20% After Q4 Miss Tied to EV Fleet Write-Down

3 ARTICLES

8mo ago

Kratos Secures $65 Million in Avionics Training Contracts as Shares Edge Up

Stock Recommendations

Vistra Falls 30% as Strong Earnings and Hyperscaler Deals Clash With Operational and Regulatory Risks

AMD Posts Record Data‑Center Quarter, Investors Flag CapEx and Cash‑Flow Risks

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

Palantir’s AIP-Fueled Growth Meets Skeptical Market

Palantir’s AIP Drives Blowout Q1 While Investors Wrestle With Valuation and Supplier Risk

CrowdStrike Expands Falcon to Ingest Claude AI Activity and Boosts German Distribution

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Applied Optoelectronics Soars on AI Optics Demand and Texas Capacity Ramp

Lemonade's Q1 Shows Fast Growth and Narrowing Losses

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Stock Recommendations

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

Qualcomm Soars After Q2 Beat as AI Data-Center Chip Nears First Shipments

POET Technologies Lurches After Surge as Short Bets Build

GSK Gains After Cramer Endorsement as Company Pushes Into Weight-Loss Drugs

Leak of Anthropic Draft on ‘Claude Mythos’ Hits Cybersecurity Stocks

Salesforce Presses Agentforce Into Operations With New Contact Center and Reported Adecco Rollout

Intuitive Surgical Takes Over Southern Europe Distribution After Closing Distributors Deal

Carnival Slumps as Gulf Conflict Lifts Oil Prices and Upends Travel

Avis Plunges Over 20% After Q4 Miss Tied to EV Fleet Write-Down

Kratos Secures $65 Million in Avionics Training Contracts as Shares Edge Up

Never miss stories about

Stock Recommendations