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FORGOTTEN HISTORY: 24 | History Defined

Broadcom's Blowout Quarter Just Made the Bears Look Foolish

Broadcom's Q1 2026 earnings crushed estimates with 106% AI revenue growth, reversed gross margin warnings, and guided Q2 far above consensus expectations.

Nebius' 1.2 GW Win: A $20B Bet on AI Infrastructure

Nebius' 1.2 GW Win: A $20B Bet on AI Infrastructure

Nebius secured approval for a 1.2 GW AI data center in Missouri. With capacity sold out and revenue targets set, here's why investors are paying attention.

Qualcomm's Robotics Push Could Be Bigger Than the Market Thinks

Qualcomm's Robotics Push Could Be Bigger Than the Market Thinks

Qualcomm’s robotics push hints at a broader transformation story, and the market may be overlooking it and focusing too heavily on smartphone weakness.

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CoreWeave Just Landed a Deal That Signals Where AI Is Headed

CoreWeave's deal with Perplexity signals its dominance in the high-demand AI inference market, representing the next major wave of industry growth.

Chaos & Crude: 3 Energy Stocks Built to Thrive in This Market

The global footprints of Exxon Mobil and Chevron offer stability, while a strategic reset and strong backing position Occidental Petroleum for upside.

Uber and Joby Aviation Team Up: Game Changer or Hype?

Joby Aviation has a new partnership with Uber and is expecting FAA certification this year. But scaling and other challenges suggest profitability isn't close.

CrowdStrike Beats, But AI Concerns Persist

CrowdStrike earnings beat estimates, and ARR surged, but concerns about agentic AI and software pricing pressure keep CRWD stock in recovery mode

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GitLab Sell-Off Overdone: AI and Cash Flow Signal a Rebound

GitLab Sell-Off Overdone: AI and Cash Flow Signal a Rebound

GitLab is well-positioned in 2026 and is likely to outperform its guidance, setting the market up for a positive surprise and a catalyst for a rebound in Q2.

Wall Street Loves FIGS—Why Do Price Targets Predict Pullback?

Wall Street Loves FIGS—Why Do Price Targets Predict Pullback?

FIGS’ rally reflects strong earnings and investor optimism, but’ lower price targets suggest the stock’s valuation may have already run too far too fast.

3 Targeted Oil Plays as the Iran Crisis Lifts Crude

3 Targeted Oil Plays as the Iran Crisis Lifts Crude

Military action against Iran is spiking oil and LNG prices. Halliburton, Baker Hughes, and YPF are three oil stocks positioned to benefit from the disruption.

Solar Flare: A Perfect Storm for Solar Stocks

Solar Flare: A Perfect Storm for Solar Stocks

Strong earnings and new growth in AI are fueling SolarEdge's recovery, while Enphase's operational excellence positions it for a strong 2026.

The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It

The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It

The VanEck Semiconductor ETF (SMH) offers targeted exposure to industry leaders, while iShares' SOXX provides broad exposure to the sector.

Target’s 2026 Turnaround: Analysts Bullish as Growth Returns

Target’s 2026 Turnaround: Analysts Bullish as Growth Returns

Target is poised to rebound in 2026 and could set a one-year high before mid-year, driven by outperformance, a return to growth, and analysts' sentiment.

Vertiv: A Market Breather for an AI Infrastructure Leader

Vertiv: A Market Breather for an AI Infrastructure Leader

Vertiv's role as a provider of essential power and cooling for the AI build-out is confirmed by its substantial and rapidly growing order backlog.

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Tesla’s 2026 May Hinge on a March 9 Outcome

Tesla faces a crucial deadline next week that could validate its autonomy ambitions, or else deepen doubts and pressure shares further into 2026.

Archer Aviation Stock Tanks—The Real Story Is What Wall Street Overlooked

Archer Aviation stock fell after Q4 results missed estimates, but a landmark FAA milestone and $2 billion in liquidity suggest the 2026 launch remains on track.

Core Scientific’s $10 Billion AI Shift Unlocks Triple-Digit Upside

Core Scientific is well-positioned for the AI boom as it expands its footprint to meet its $10 billion-and-growing backlog.

BigBear.ai Stock Is Down Big, But Smart Money Is Quietly Buying

BigBear.ai stock fell to multiyear lows in 2025, but debt reduction, acquisitions, and rising institutional accumulation could set the stage for a turnaround.

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Ziff Davis's $1.2B Deal: A Masterclass in Unlocking Value

Ziff Davis proved the deep intrinsic value of its assets by selling its Connectivity division for a price that exceeded its entire market capitalization.

REalloys Could Be the Missing Link in America's Rare Earth Defense Gap

REalloys just listed on NASDAQ via reverse merger and is racing to deliver heavy rare earth metals to U.S. defense agencies before a 2027 sourcing deadline.

How Berkshire Hathaway Performed During Buffett's Final Quarter

Buffett’s final quarter saw a 25% drop in net income, but his final portfolio moves—including increased positions in Chubb and Chevron—have proven prescient.

Amazon’s Drop Was Loud, But Its Rebound Could Be Louder

Amazon’s capex shock triggered a sharp selloff, but accelerating AWS growth and bullish analyst targets suggest a rebound may be just around the corner.

Does IonQ's Standout Earnings Give It an Advantage Over D-Wave?

Two of the potential leaders in the quantum space—D-Wave and IonQ—recently reported earnings; does either emerge as a clear favorite for investors in 2026?

The Dividend Safe Harbor: 2 Stocks to Watch

Rising geopolitical tensions, surging oil prices, and increasing volatility are pressuring U.S. equities and driving a shift toward defensive positioning.

MongoDB Slips Into a Super-Mongo Buying Opportunity

MongoDB's Q4 beat consensus on revenue and earnings, yet shares plunged 25% on a management shakeup. At long-term lows, the risk-reward setup is compelling.

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