Independent equity research, trades, and weekly market notes.
Software stocks have underperformed amid AI-driven fears that agents could displace SaaS, yet large firms retain durable data moats. IGV offers diver…
The software sector has weakened with major names trading well below their 12-month highs amid AI-related disruption concerns. IGV provides broad exp…
Quantum stocks lost momentum and names like Rigetti and DWave have fallen more than 50% from their 12 month highs. Rigetti focuses on superconducting…
Marvell supplies semiconductors for data infrastructure including AI accelerators and networking silicon for data centers and enterprise networks. Re…
U.S. and Israel executed a strategic strike in Iran that targeted senior military commanders and leadership and resulted in the killing of Iran's lon…
SM Energy completed a merger with Civitas Resources that expanded its U.S. acreage and outlines higher sales for 2026. The company shows a multi-bill…
CoreWeave operates AI-focused cloud infrastructure built around GPU clusters primarily from Nvidia and has large contracts with Meta and OpenAI. The …
Nvidia will report quarterly earnings and present a 2026 outlook; the CEO's remarks on AI data centers connectivity and partners could influence capi…
Okta provides identity and access management used by enterprises including Uber and Coinbase. Qualcomm holds essential 5G and LTE patents and reports…
Nvidia’s upcoming earnings and CEO commentary are the primary catalyst for markets, while strong industrial production and higher-than-expected PCE r…
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