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NXP Semiconductors Eyes Physical AI Leadership, Sees Data Center Growth Surge
NXP Semiconductors NASDAQ: NXPI is positioning its portfolio around “physical AI,” with Chief Executive Officer Rafael Sotomayor saying the company aims to apply its longstanding strengths in security

Oracle: Buy The AI Backlog, But Watch The Cash Burn
Oracle delivered a standout Q1 FY2027, with 30% revenue growth, 121% cloud infrastructure growth, and a $664 billion RPO backlog, supporting a 'Buy' rating. Q1 results demonstrated that AI cloud backl

Ignore The Noise, Watch These Two Things Instead
Investors are blasted with all kinds of news stories. Those with limited time are best off observing the market as it is and making hard, big-picture calls.

DGRO: The 1.89% Yield Is The Least Of Its Problems
I see no compelling case for the iShares Core Dividend Growth ETF to outperform, given its diluted large-cap exposure and weak income profile. DGRO is up 10.4% since my March piece, behind 12.1% for

Is Nike's Index Demotion a Warning or a Buying Opportunity?
Being dropped from an exclusive club is rarely a good look, and for Nike Inc. NYSE: NKE, the blow could hardly land at a worse time. The sportswear giant is set to be removed from the S&P 100, the ind

Ocean Power Technologies advances US Army trials – ICYMI
Ocean Power Technologies Inc (NYSE-A:OPTT) earlier this week highlighted its expanding operational work with the U.S. Army and NATO as CEO Philipp Stratmann outlined how real-world deployments could s

Inflation is outpacing wage growth again, squeezing Americans' paychecks
Inflation is once again outpacing wage growth and eroding workers' purchasing power. In August, consumer prices rose 3.4% from a year earlier, compared with 3.1% wage growth.

Ciena: AI-Driven Networking Demand Supports The Buy Case
Ciena Corporation earns a buy rating, driven by surging AI and cloud infrastructure demand fueling record revenue and profit growth. CIEN's Q3 revenue grew 37% to $1.67B, with adjusted EPS up 215% and

AARD UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Aardvark (AARD) Investors of Securities Class Action Lawsuit Deadline on October 13, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Aardvark To Contact Him Directly To Discuss Their Options If you purchased or acquire

HIMS UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Hims Investors of Securities Class Action Lawsuit Deadline on November 2, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Hims To Contact Him Directly To Discuss Their Options If you purchased or acquired se

Western Digital: Business Secured Through 2028, Price That Already Prices In A Lot Of The Story
Western Digital has secured multi-year hard drive sales contracts through 2027-2028, driving structural demand and supporting its bullish investment thesis. WDC's revenue is now 89% cloud-driven, with

GUTS UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Fractyl Investors of Securities Class Action Lawsuit Deadline on October 20, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Fractyl To Contact Him Directly To Discuss Their Options If you purchased or acquired

Oil's roundtrip back to $100. Why China could determine what happens next
U.S. crude oil prices broke above $100 this week for the first time since May as fighting escalates in the Persian Gulf. Whether China ramps up its crude oil imports could decide if prices rally from

UWMC UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds UWM Holdings (UWMC) Investors of Securities Class Action Lawsuit Deadline on October 12, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In UWM To Contact Him Directly To Discuss Their Options If you purchased or acquired sec

September 2026 Trading Outlook: Stock Market, Bonds, Fiscal Flows, And Interest Rates
Markets are entering a phase where reactive Fed policy and renewed fiscal expansion drive asset prices amid ongoing geopolitical tensions. Despite strong private-sector surpluses and fiscal flows, mac

Graham Value All-Stars (GVAS) Emit 10 Brilliant September Buys
The September GVAS portfolio highlights 10 ideal, fair-priced large-cap value stocks with strong dividend yields and positive free cash flow margins. Top GVAS dogs are projected to deliver average net

AutoZone: The Business Held Up, The Valuation Did Not
AutoZone remains a Buy, now driven by compressed valuation and moderate earnings growth rather than expectations of rapid margin normalization. Revenue growth exceeded expectations, with commercial sa

Comstock Resources: SOCAR And Jones Family Deals Substantially Improve Its Financial Outlook
Comstock's SOCAR and Jones deals reduce its projected year-end 2027 net debt from around $4 billion to under $2 billion. This relieves financial pressure as it attempts to work on its Western Haynesvi

BGR: This Fund Is Very Well-Positioned For The Current Energy Sector Dynamics
The BlackRock Energy & Resources Trust offers diversified exposure to energy equities, including upstream, midstream, and refining companies. BGR is positioned to benefit from rising crude oil prices

Wall Street analyst sets Dell stock price target for next 12 months
Dell Technologies (NYSE: DELL) has received a new 12-month Wall Street outlook after a sharp rally that pushed the stock to a record high.