First Broadcom, Now Ciena… But the Networking Opportunity Is Still Ahead
Ciena sees its addressable market doubling over the next several years.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
New Morgan Stanley Price Target After Anthropic IPO Update
We will continue tracking IPO and M&A activity for signs of even further upside.
We’re Adding a Trucking Play to the Portfolio Bullpen
2026 North American industry orders are picking up, as is U.S. truck tonnage data.
May ISM and ADP Data Should Keep the Fed’s Focus on Inflation
Job creation continued to rise in May, hitting levels not seen since January 2025.
Elon Musk Sets the SpaceX IPO Price: 8 Key Items Shaping the Stock Market Wednesday
Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning.
Taking Advantage of Jensen Huang’s ‘Gift’
We’re being opportunistic today, but we still like the company’s long-term prospects.
VIDEO: What Investors Need to Look Out for in June
What investors need to be mindful of this week and with next week’s 2026 WWDC event
Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.