The White House announces a major public-private initiative to stockpile rare earths and critical minerals, aiming to insulate U.S. defense and tech sectors from foreign supply shocks and geopolitical leverage.
Hercules Capital (HTGC), a key lender to venture-backed companies, appears significantly undervalued by traditional metrics. With shares trading at a discount to intrinsic value and below peer multiples, the market may be overlooking its strategic role and earnings potential.
Sportradar Group's (SRAD) shares have tumbled over 20% in the past month, pushing the sports data giant back into the spotlight. With a stark disconnect between its current price and some bullish fair value estimates, investors are debating whether this is a moment of weakness or a warning signal.
NuScale Power holds a unique regulatory approval for its small modular reactor technology, positioning it at the forefront of a potential nuclear energy shift. Yet, with no commercial deployments and a canceled flagship project, investors face a high-stakes gamble between revolutionary disruption and fading promise.
As AMD prepares to report its Q4 2025 results, robust data center demand and ramping MI350 AI chip deployments paint a bullish picture. Yet, heavy investment costs and a history of post-earnings stock dips suggest investors should temper expectations.
U.S. stocks advanced cautiously Monday as investors braced for a wave of corporate earnings reports, while crude oil prices tumbled sharply. The focus remains on key tech results and evolving geopolitical developments affecting global trade and energy markets.
Despite recent price volatility, major financial institutions are building significant positions in Bitcoin ETFs, signaling a shift in the asset's perception from speculative gamble to a potential strategic holding.
M/I Homes' latest financial results reveal a year of softer earnings and margin pressure, even as the company completed a significant share repurchase. This mixed picture is prompting investors to reassess the homebuilder's near-term growth trajectory and the sustainability of its capital return strategy.
A recent adjustment to Airgain's price target by analysts reflects a broader reassessment of the wireless connectivity specialist's prospects, underscoring how evolving narratives, rather than single events, are reshaping investor views on the stock.
Vulcan Materials shares have more than doubled over five years, but new analysis suggests the construction aggregate giant's stock may now be trading at a premium to its intrinsic value, raising questions for potential investors.
Intel's bid to become a major contract chipmaker receives a significant boost as tech giants Apple and Nvidia engage in talks to shift portions of their advanced semiconductor manufacturing to Intel's U.S. facilities, challenging the long-standing dominance of TSMC and Samsung.
Meta Platforms' stock soared past $700 following a robust Q4 2025 earnings report, reigniting investor debate on whether it can reach the $1,000 milestone. While its core advertising engine hums, massive AI investments and regulatory headwinds present significant challenges.
While Wall Street chases the latest weight-loss drug headlines, Novo Nordisk's recent launch of an oral GLP-1 therapy and its entrenched insulin business present a compelling value proposition for long-term investors.
A newly disclosed DHS document reveals Palantir is providing generative AI to U.S. Immigration and Customs Enforcement to sort and summarize enforcement tips, highlighting the firm's deepening government integration just days before its Q4 earnings release.
Investment firm Hussman Strategic Advisors has significantly increased its stake in Etsy, signaling strong conviction in the e-commerce platform's recovery strategy and growth potential, particularly from its Depop subsidiary.
Nvidia CEO Jensen Huang has publicly committed to a landmark investment in OpenAI, calling it potentially the company's largest ever, while forcefully refuting reports of hesitation. The move deepens the strategic ties between the AI chip giant and the leading AI research lab.
Major European neobanks like Revolut, Monzo, and bunq are renewing their push for a U.S. banking license, betting on regulatory shifts and market potential. Yet, the path is fraught with complexity, geopolitical uncertainty, and fierce competition.
Shares of Aviat Networks (NASDAQ: AVNW) have seen notable volatility, recently trading around $21.81. Analysis suggests the stock may be undervalued relative to industry peers, with strong future earnings growth projected. We examine whether this small-cap network specialist presents a timely opportunity for investors.
Shares of The Chefs' Warehouse (NASDAQ:CHEF) have more than doubled over the past five years, a remarkable run fueled by the company's pivot to profitability. While recent momentum has cooled, analysts point to sustained earnings growth as a key indicator of underlying strength.
Investment firm Monument Capital Management has completely exited its position in Grand Canyon Education, selling 19,133 shares. The move comes as the education services provider navigates legal challenges and market underperformance.
