Independent equity research, trades, and weekly market notes.
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…
Intuitive Machines is positioned to benefit from secular growth in space infrastructure following the Lanteris acquisition that expanded manufacturin…
Adobe has faced a recent sell-off amid broader SaaS uncertainty and competition from lower-cost alternatives. The company has deployed new AI feature…
The market finished lower last week as traders shifted away from high growth stocks and crypto. Capital is rotating into energy, industrials, consume…
Qualcomm holds essential 5G and LTE patents and supplies connectivity for phones laptops and wearables. Its automotive segment supports over 400 mill…
Market breadth shifted away from high growth and speculative assets toward energy, industrials, consumer staples and healthcare as investors favor ca…
LightPath's optics business is benefitting from defense and aerospace demand and a business-model shift that is improving profitability. A surge in d…
Qualcomm has underperformed its semiconductor peers despite ubiquitous wireless IP and handset licensing. The investment case rests on diversificatio…
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