
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
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Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

Arm earns royalties every time a chip uses its architecture, while Credo builds the connectivity that links those chips inside AI data centers. Both are essential to the AI build-out, but only one is growing at a triple-digit pace.

One trades at a 72x forward P/E with heavy customer concentration; the other generates $5.7B in free cash flow with a 37x multiple.

The eVTOL maker's stock could remain under pressure even if it takes off in Dubai.

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Ark Invest bought more than 705,000 Rocket Lab shares worth roughly $45 million following RKLB stock's plunge from its May high.

A dirt-cheap dividend ETF built around profitable, cash-generating companies has quietly turned 2026's market narrative upside down, and its secret has nothing to do with chasing yield.

One company is riding triple-digit growth but faces customer concentration risk; the other dominates with 45% net margins yet carries geopolitical exposure.

Franklin Templeton has delivered a total return of more than 88% since January 2020.

AeroVironment just landed the first-ever production contract for directed-energy weapons in U.S. military history, yet the stock has collapsed nearly 41% over the past year. Something about this story does not add up, and the answer involves a CEO selling millions in shares while telling investors the best is yet to come.
(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par
A $95 billion backlog and a fresh Wall Street call are pushing Dell higher.
Cloud infrastructure grew 121%, but Oracle's funding burden still controls the valuation debate.

Britons face being blocked from buying properties in holiday hotspots across the Continent under a proposed EU law.

Sweetgreen has said it doesn’t use iceberg lettuce on its menu and none of its ingredients had been linked to the cyclosporiasis outbreak.

RBC analyst David Paige set a $640 price target, citing Dell's position in a multi-year AI infrastructure spending cycle

Energy leader Venture stock is breaking out past a new buy points as oil prices surged this week, with Brent crude topping $109 a barrel.

Networking stocks are surging well beyond the broader tech sector, and no earnings report, contract award, or company announcement explains why Ciena, Arista, and Cisco are all moving together on the same Friday afternoon.

Callaway Golf Company trades at $15.32 and has moved in lockstep with the market. Its shares have returned 10.2% over the last six months while the S&P 500 has gained 12.7%.

The semiconductors, memory, and AI infrastructure stocks are on sale. Now is your chance.

Adobe offers proven profitability at a historically low valuation, while Ciena offers explosive growth at a premium price.
The purchase takes him to 8.5% of the company

The total number of active drilling rigs for oil and gas in the United States rose this week, according to new data that Baker Hughes published on Friday

AppLovin's profit margins are among the highest in digital advertising, while Meta's user base is unmatched anywhere on earth.
Apple's first foldable iPhone triggered a market cap surge measured in hundreds of billions, but whether that single-session verdict survives contact with real consumer demand is a question Wall Street has not finished answering.

Kroger stock trades near long-term lows despite resilient Q2 results, steady buybacks, a 2.7% dividend yield, and Moderate Buy analyst ratings with upside potential.

Arm earns royalties every time a chip uses its architecture, while Sandisk has locked in billions in guaranteed revenue from the world's largest cloud companies.

AEO faces uneven sales, more markdowns, tougher tariff-refund comparisons and higher SG&A that could pressure margins.

Adobe is one of the most attractively priced software stocks in the market right now, while CrowdStrike commands a premium valuation that reflects one of the strongest growth trajectories in cybersecurity.

Bitcoin miners are snapping back hard after Thursday's selloff, but one name in the group is sitting the rally out, and that split tells you something important about what is actually driving the bid.
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