In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.
Emerging from Chapter 11, Wolfspeed reports Q2 FY2026 results, highlighting a strategic pivot towards AI data centers, industrial energy, and aerospace while navigating near-term EV market softness. The company touts a strengthened balance sheet and progress in 300mm wafer technology.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
Palantir Technologies reports a surge in revenue driven by existing clients significantly ramping up their investments, with CEO Alex Karp stating that artificial intelligence has 'put gasoline' on the company's core capabilities. The data analytics firm's latest earnings far exceeded Wall Street expectations.
Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.
SoundHound AI is expanding its enterprise footprint with renewed and expanded partnerships in the restaurant sector, a major entry into European insurance, and deeper integration with top-tier global banks, signaling growing adoption of its conversational voice technology in critical industries.
Bitcoin's sharp decline below $72,000 triggers a broad sell-off across crypto-related equities, with analysts debating the onset of a sustained bear market as correlation with traditional tech stocks strengthens.
A notable spike in bearish options trading and insider stock sales at Chewy (CHWY) is raising eyebrows ahead of the pet e-commerce giant's March 25 earnings report. While the stock appears undervalued by some metrics, its high valuation multiples and shifting market sentiment present a complex picture for investors.
Verizon Communications' stock has surged over 25% in the past year, prompting investors to question if its current price still reflects underlying value. A deep dive into cash flow projections and valuation metrics suggests significant upside may remain.
Shares of Blue Owl Capital have tumbled nearly 50% over the past year, starkly underperforming the broader market and raising questions about its valuation and future prospects. We examine the conflicting signals from different valuation models and what they mean for investors.
Google's parent company Alphabet reported record-breaking earnings, crossing the $400 billion annual revenue mark for the first time. The tech giant announced plans to nearly double its capital expenditures in 2026 to meet surging demand for AI and cloud services, even as its core advertising business continues to fuel its ambitious investments.
CNBC's Jim Cramer singled out Alphabet Inc. (GOOGL) as a top-tier investment, praising its consistent performance and market-beating returns. He highlighted the tech giant's diversified strength across search, cloud, and AI as key drivers.
The Washington Post has laid off hundreds of employees, representing about a third of its newsroom. Among the casualties is Caroline O'Donovan, the reporter who covered Amazon—the tech giant owned by the paper's own proprietor, Jeff Bezos. The cuts signal a dramatic shift for the historic publication.
Apple's strategic acquisition of an Israeli AI startup and a deeper partnership with Google aim to supercharge Siri, while new Indian tax policies fuel its manufacturing diversification away from China, signaling a pivotal shift in the tech giant's long-term strategy.
STERIS plc's shares have climbed over 20% in the past year, prompting a critical valuation debate. While a discounted cash flow model suggests the stock is fairly priced, its elevated P/E ratio compared to industry peers raises questions about its current premium. We examine the metrics and investor narratives shaping the outlook for this healthcare infrastructure leader.
The sports betting technology firm has formally applied to the CFTC for key regulatory designations, aiming to transform its state-licensed prediction market into a national offering amid a rapidly evolving competitive landscape.
Amidst a cautious market environment shaped by RBA rate hikes and global tech volatility, a closer look reveals resilient opportunities. We examine three ASX-listed penny stocks—from biotech to mining—that are navigating the headwinds with distinct strategies and potential.
Ad tech firm Consumable Inc. has acquired Radio.com and Mark Cuban's Fireside platform, merging them to build a new streaming service aimed at empowering creators in an AI-dominated media landscape, backed by a multi-million-dollar artist fund.
As Chinese automakers reshape Europe's automotive landscape, Ford is in advanced talks with Geely to share technology and manufacturing capacity, signaling a strategic shift for Western carmakers facing intense competition.
As Oracle races to meet a massive $300 billion cloud deal with OpenAI, a TD Cowen report suggests the tech giant may resort to selling assets and cutting tens of thousands of jobs to finance its costly data center build-out, raising questions about its stock's trajectory.
