Stock Research

The artificial intelligence supercycle has transitioned from a speculative phase led by chipmakers to an industrial execution phase governed by physical constraints. As the market digests the massive capital expenditures (capex) required to monetize large language models (LLMs), global demand for foundational infrastructure continues to outpace supply. Industry forecasts now project the global AI infrastructure… Continue reading Three under-the-radar growth stocks that are powering the AI supercycle

Shares of Apple edged higher on Thursday ahead of its fiscal second-quarter earnings report, with investors closely watching leadership changes, artificial intelligence strategy, and margin pressures tied to rising component costs. The stock gained about 1.3% and was trading at $273.70. Apple stock has been muted in 2026 with less than 1% gain in the… Continue reading Apple stock rises ahead of earnings as CEO shift, AI plans loom

Shares of Blue Owl Capital rose sharply on Thursday after the firm revealed it had sold roughly half of its stake in SpaceX at a valuation of $1.25 trillion, underscoring a significant return on its early investment. The stock climbed more than 10% during the session, as investors responded positively to the update alongside better-than-expected… Continue reading Blue Owl stock jumps as SpaceX stake sale boosts returns outlook

April proved to be an extraordinary month for stock market gains. But not everywhere. After a storming bounce-back following the selloff in March triggered by the US/Iran war, European and UK stock indices soon lost upside momentum. Despite the indefinite ceasefire, investors rowed back as the Strait of Hormuz remained effectively closed and controlled by… Continue reading AI rally powers Wall Street higher in April while Europe loses momentum

As the dust settles from a high-stakes week of “Magnificent Seven” earnings, a subtle shift is occurring under the hood of the semiconductor sector. While Nvidia remains the undisputed monarch of the AI era, its stock faced a rare moment of cooling as investors digested a gargantuan spending outlook from Microsoft, Alphabet, Meta, and Amazon.… Continue reading Why AMD, AVGO are outperforming Nvidia after Big Tech earnings

Hertz (NASDAQ: HTZ) is ripping higher on Thursday morning after announcing an expanded multi-year agreement with Uber Technologies (NASDAQ: UBER). The core this deal involves HTZ’s subsidiary, Oro Mobility, becoming a primary fleet management partner for UBER’s autonomous robotaxi program. Following today’s rally, Hertz stock is up a remarkable 80% versus its year-to-date low. Does… Continue reading Uber announcement sends Hertz stock to three-month high

Shares of Qualcomm surged on Thursday as investors looked past a modest earnings beat and focused instead on the company’s growing ambitions in data center chips and signs of a potential recovery in the smartphone market. The stock jumped more than 18%, as optimism around diversification efforts helped offset concerns about near-term headwinds in its… Continue reading Qualcomm stock jumps 18% as data center push sparks fresh optimism

Shares of Microsoft fell sharply on Thursday, dropping around 5% to $402.37 in early trading, as investors reacted to the company’s elevated capital spending outlook despite strong cloud growth and an earnings beat. The decline came even as broader markets showed mixed performance. The S&P 500 edged up 0.1%, while the Nasdaq Composite slipped 0.3%.… Continue reading Microsoft stock slips 5% after earnings, but analysts are hiking targets

Shares of Alphabet Inc. surged on Thursday after the company delivered a strong first-quarter earnings report, easing investor concerns over its rising capital expenditure tied to artificial intelligence infrastructure. The stock gained 7.74% to $374.22, its 52-week high, as markets responded positively to robust growth across its cloud and core advertising businesses, even as spending… Continue reading Alphabet hits 52-week high as AI, cloud growth fuel stock surge