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EXPLAINED: 35 - The Real Truth

Cadence Spikes Post-Earnings With Strong Interest in AI Products

Cadence Design Systems' latest earnings showed strong top and bottom line growth, and analysts are eyeing considerable upside ahead.

3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout

3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout

Find three under-the-radar AI infrastructure stocks tied to data center buildouts—land, electricity, and water rights—plus dividends and timelines.

Investors Have WING. Do They Need a Prayer?

Investors Have WING. Do They Need a Prayer?

Wingstop is on track to accelerate growth in 2026 as comps return to growth and store counts drive business. Analysts are optimistic and guidance cautious

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Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

eBay’s Q4 results show rising GMV, strong ad growth, and a strategic Depop acquisition, signaling a potential turnaround driven by recommerce and younger buyers

Lemonade’s Sweet Results Refresh Market Appetite: Rebound Ahead

Lemonade's AI-driven insurance platform delivers value to its users. This company has an accelerating flywheel and a clearer timeline to profitability.

PayPal Is Back Near IPO-Era Prices—Value Setup or Value Trap?

PayPal P/E ratio and stock are both at decade-lows. However, while skepticism is justified, the risk/reward profile is increasingly hard to ignore.

Beyond the Box: How FedEx Is Winning as Tech Slumps

Wall Street is rotating into FedEx as the logistics giant hits record highs, driven by a corporate restructuring and a planned spin-off of its freight unit.

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Nebius’ AI Infrastructure Rally Is Back—And the Numbers Explain Why

Nebius’ AI Infrastructure Rally Is Back—And the Numbers Explain Why

Nebius jumped after Q4 results despite a revenue miss. See ARR and power targets, pricing strength, analyst upgrades, and the key breakout levels to watch.

Magic Mushrooms, Hard Cash: Compass Pathways’ Trial Win, Fast Raise

Magic Mushrooms, Hard Cash: Compass Pathways’ Trial Win, Fast Raise

See what Compass Pathways’ Phase 3 COMP360 TRD data showed, why the stock jumped, and how a discounted offering reshapes the near-term setup.

High Yield Revival: 3 Cash-Rich Dividend Payers on Sale

High Yield Revival: 3 Cash-Rich Dividend Payers on Sale

Market rotation is driving investors toward dependable income; these high-yield dividend stocks offer strong cash flow and defensive positioning

DTE’s Stargate Deal Turns Power Into Profits

DTE’s Stargate Deal Turns Power Into Profits

See why DTE Energy is being framed as an AI power play: Stargate load growth, beat-and-raise results, higher capex through 2030, and key risks.

Can RSG Stock Turn Guidance Into Gains in 2026?

Can RSG Stock Turn Guidance Into Gains in 2026?

Republic Services delivers steady earnings and modest 2026 growth, positioning RSG as a defensive stock with stable cash flow and dividend support

Garmin Jumps on Guidance, Then Doubles Down on Buybacks and a Bigger Dividend

Garmin Jumps on Guidance, Then Doubles Down on Buybacks and a Bigger Dividend

Garmin is well-positioned to dominate consumer tech through AI. Its results and capital return plans highlight the strengths.

Draganfly’s CEO Says Drones Are Becoming Intelligence Platforms—Not Just Hardware

Draganfly’s CEO Says Drones Are Becoming Intelligence Platforms—Not Just Hardware

Draganfly argues that drones are shifting to intelligence platforms. See defense demand signals, “made-here” trends, and recent AFSOC training/FPV momentum.

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Booking Holdings Split: The Catalyst Wall Street Didn’t See Coming

Booking Holdings announced a 25-for-1 stock split after strong earnings, but AI disruption fears has investors questioning the near-term outlook

Tesla Faces Falling Sales—But Is That the Wrong Story?

Tesla’s delivery data remains weak, but with support holding near $390 and a robotics pivot gaining analyst backing, the risk/reward still favors the bulls.

Waiting for Walmart to Pull Back? Now’s the Time to Buy

Walmart is on track to hit record highs, but first, the market needs to catch up with reality, digest the guidance, and prepare for its next run.

The Hidden Value in Genuine Parts Company’s Spin-Off Plan

Genuine Parts Company’s recent selloff offers value investors a chance to buy an industrial distributor before it spins off as a standalone firm.

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NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous

Meta Platforms and NVIDIA are expanding their alliance to deploy millions of future chips that power personal superintelligence for billions of users.

REITs Set for a 2026 Rebound? 7 Top Picks as Rate Cuts Approach

Get seven REIT picks positioned for a 2026 rebound as rate cuts near: five core SWAN names for stability plus two higher-yield turnaround plays with specific catalysts.

Rocket Lab Earnings Loom as Neutron Timeline Takes Center Stage

Rocket Lab (NASDAQ: RKLB) shares have pulled back nearly 30% from their highs ahead of a pivotal fourth-quarter earnings report.

CRISPR Therapeutics Gains After Earnings as Pipeline Hope Grows

Get context for CRISPR Therapeutics’ Q4 results: CASGEVY launch economics, cash runway, pipeline upside, and the technical level investors should watch.

NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges

NVIDIA did anything but stand pat with its investments during Q4 2025. See how the company turned over its holdings in the quarter.

Palo Alto Networks’ Dip Might Be a Gift if This One Thing Holds

See why Palo Alto’s guidance cut sparked a dip, what analysts and institutions are signaling, and how ARR, RPO, and integration costs shape the setup.

Forget Chips, Buy Wires: BHP Hits Highs as Copper Overtakes Iron

Smart money is rotating into the mining sector as the artificial intelligence boom creates a massive supply shock for essential physical infrastructure.

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