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This semiconductor stock has doubled in 2026 -- and the climb may not be ending anytime soon.

AI agents are already breaching systems and unlocking enterprise value at a pace few expected, and the next leap toward self-healing infrastructure could reshape entire industries overnight. Two software names are quietly positioning themselves to own that future before most investors even know the race has started.

A 40-year streak just snapped, and it happened fast enough that most investors missed it entirely. The forces reshaping U.S. crude imports in 2026 point to a handful of refiners and one major sitting at the center of a political and commodity storm.

When you struggle to place a company, it's often because the company is inventing its own category, which is precisely the first of David's six traits of a Rule Breaker stock.

The threat of AI isn't panning out as expected.

Three software stocks are posting some of the biggest single-day gains in the sector this year, and the catalysts driving them higher suggest the rally could be just getting started.

The fast-casual salad chain continues to struggle.

Warsh has not yet delivered on promises to defeat inflation.

You don't have to look hard to find your next winning stock.

Polymarket and Kalshi traders have stayed completely silent on three struggling consumer brands facing serious balance sheet pressure, and that silence turns out to be one of the most revealing signals of all.

QCI has exciting long-term potential, but unless Q2 shows stronger organic growth and clearer commercial traction, the earnings report could disappoint investors expecting rapid progress.

The true competitive advantage in the race for artificial intelligence dominance is not found in the raw performance of a seventh-generation chip, but in the cost of capital required to deploy it. A structural 2.2 percentage point borrowing cost advantage separates Google-backed infrastructure projects from those reliant on Nvidia-backed neocloud financing. While the industry fixates […]

The delay makes passage of the Clarity Act this year much more unlikely.

Optics and photonics stocks are shooting higher in Friday trading, led by Applied Optoelectronics (NASDAQ:AAOI) stock, which is up 13% to $140.72 following the company’s latest quarterly report. Coherent (NYSE:COHR) stock is also up 13% to $379.26, while Lumentum (NASDAQ:LITE) stock is gaining 8% to $908.11 as investors extend the rally across the optical communications ... Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...

Four of the sharpest institutional investors on the planet converged on the same three stocks in Q1 2026, and one of those picks is down nearly 17% this year. Here is what they are seeing that most retail investors are missing.

NuScale Power is in the right place at the right time.

Homegrown companies continue to struggle to access capital and move from research to commercialization

Shopify just posted its biggest single-day earnings pop in recent memory, and the rally may not be finished. Here is where the stock could land before December and what threatens to knock it off course.

Alphabet's recurring revenue businesses will boost its stock over the next decade.

Advanced Micro Devices (NASDAQ:AMD) said Thursday it will acquire Taalas, a Toronto startup that hardwires entire AI models directly into silicon, for an undisclosed amount. The deal targets inference, the business of running trained models, which AMD projects may grow...

Tom Lee is doubling down on a bold call for stocks just as Michael Burry invokes the 1987 crash and Jamie Dimon warns about dangerous levels of market leverage. The bull and bear cases have rarely been this far apart.

Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.

Archer Aviation stock has fallen below $5, leading some investors to wonder if it's a once-in-a-decade opportunity.

Two decades at Bear Stearns, Lehman Brothers, and Morgan Stanley taught one veteran exactly which energy companies survive market collapses and keep paying shareholders through every cycle. Here are the five he trusts with his own money.

The semiconductor sector plunged amid short-selling, forced selling, and the introduction of a new highly capable Chinese model.

Don't bet on it.

Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.

Silicon Motion Technology operates in a little-known but important part of memory chip infrastructure.

SharonAI Holdings, Inc. Class A Common Stock (NASDAQ:SHAZ) said it expanded its secured AI factory capacity, contract backlog and funding during the second quarter, as the company works to deploy GPU infrastructure across Australia and New Zealand. Chief Executive Officer and co-founder James Manni