The Latest from

• 

  September 26, 2024

  This chipmaker has fallen out of the market’s grace

  

  Rapid advancement in AI has fundamentally altered how companies approach data, with enormous amounts of information needing to be stored, processed, and analyzed.

  Read More
• 

  September 19, 2024

  This company is poised to benefit from the new capex cycle

  

  The U.S. infrastructure, both public and private, has seen minimal investment over the past two decades. As a result, infrastructure across the country has slowly deteriorated or disappeared completely. More than 7% of bridges are considered structurally deficient, and there is a water main break every two minutes, resulting in billions of gallons of treated water lost daily.

  Read More
• 

  September 12, 2024

  Plasma is the future, and this company offers the best way to collect it

  

  The global blood and blood components market is steadily growing due to the rising need for blood transfusions in treating chronic diseases like cancer, anemia, and hemophilia.

  Read More
• 

  September 5, 2024

  Everyone is talking about weight loss drugs, and this company has one of the best

  

  Weight loss drugs are becoming more and more important, not just in healthcare, but across various industries, including food and restaurants. One of these drugs is Tirzepatide, which is marketed by Eli Lilly (LLY) under the brand names Mounjaro for diabetes and Zepbound for weight loss.

  Read More
• 

  August 29, 2024

  Homebuilders are still standing tall, and this one will continue to do so

  

  While mortgage rates have risen sharply this year, the housing market has shown resilience with homebuilders' stocks slowing but not collapsing.

  Read More
• 

  August 22, 2024

  Standing tall despite the threat of a breakup

  

  Search has been the core of Alphabet's (GOOGL) dominance and success. Google became the most popular and widely used search platform globally through its search engine. While the company has diversified into many other businesses over the years, its search engine continues to be integral to its operations and generates a significant portion of its revenues.

  Read More
• 

  August 15, 2024

  You need hospitals regardless of how well the economy is doing

  

  The stock market saw one of its worst days in years last week on Monday.

  Read More
• 

  August 8, 2024

  This company is still at the top of the music streaming industry

  

  In many industries, only a small number of large companies hold the majority of the market share. This market structure, known as an oligopoly, arises when high barriers to entry exist that make it difficult for new competitors to challenge the dominant incumbents.

  Read More
• 

  July 31, 2024

  This streaming giant’s comeback continues

  

  CrowdStrike (CRWD) is a leading American cybersecurity company.

  Read More
• 

  July 25, 2024

  Nvidia is not the only player who is benefiting from AI

  

  Investments in AI infrastructure continue without a break as major tech companies pour billions into building more data centers to power their cloud and AI services. Nvidia (NVDA) has emerged as the dominant player in this space thanks to its superior GPUs and accelerated computing solutions.

  Read More
• 

  July 18, 2024

  This company can help solve America’s housing problem

  

  The economy may be starting to cool down and one of the best indicators for this is the employment and job growth data. Although nonfarm payrolls surpassed the consensus, adding 209,000 jobs compared to the expected 205,000, it was lower in June compared to the 306,000 jobs added in May. This marks a notable slowdown in job creation.

  Read More
• 

  July 11, 2024

  Finally, a cybersecurity company with a competitive advantage

  

  Cybersecurity has become an essential part of doing business in today's world.

  Read More
• 

  July 4, 2024

  This company’s earnings will grow with online sports betting

  

  Several converging factors have driven the rapid increase in online sports betting in the United States over the past decade. Digitization has made placing bets remotely much more convenient than visiting physical sportsbooks. This helped capture a wider audience beyond hardcore gamblers.

  Read More
• 

  June 27, 2024

  This company will be one of the main beneficiaries of the upcoming data center capex cycle

  

  Artificial intelligence (“AI”) is widely considered one of the largest investment opportunities in human history with the potential to reshape our world profoundly. In a recent report, UBS made 10 thoughtful predictions on how AI will impact various industries in the coming years.

  Read More
• 

  June 20, 2024

  Water scarcity creates opportunities for this company

  

  Water scarcity and the ‘space’ economy have been highlighted in UBS's latest report as two of their top five long-term investment themes.

  Read More
• 

  June 13, 2024

  This CRM giant might not be as cheap as you thought

  

  The digital transformation sweeping enterprises worldwide has disrupted traditional business models and given rise to new categories of software. As companies race to adopt cloud technologies and optimize customer experiences, innovative software vendors have emerged promising to help organizations navigate this shift.

  Read More
• 

  June 6, 2024

  Leading the way with 5G

  

  In today's interconnected world, technology typically advances concurrently across different regions.

  Read More
• 

  May 30, 2024

  Tossing and turning because of the high rates

  

  We have been discussing interest rates and their implications for some time now.

  Read More
• 

  May 23, 2024

  Boeing’s recent failures could  propel this name’s prospects

  

  In January 2024, Alaska Airlines Flight 1282 experienced an in-flight failure that caused a door-sized panel to blow off the side of the Boeing 737 MAX 9 aircraft shortly after takeoff. The plane made an emergency landing in Portland.

  Read More
• 

  May 16, 2024

  This kitchen supplier stands to benefit from rate cuts

  

  The consensus among economists and analysts is that interest rates in the United States have likely peaked for this economic cycle and are poised to decline going forward.

  Read More