Independent equity research, trades, and weekly market notes.
PTC is preferred for its valuation and direct exposure to automated manufacturing, digital twins, and physical AI versus Autodesk. A deepening relati…
AI data centers are reshaping on-site power, elevating Bloom Energy's role. The Bloom Energy Server converts natural gas, biogas, hydrogen or a fuel …
Near-term setup hinges on Amazon's earnings momentum across AWS, advertising, retail and artificial intelligence. Digital Realty provides exposure to…
Converging catalysts heighten market risk. Fed decision coincides with fresh inflation readings and Apple, Microsoft, Amazon and Meta earnings; a mee…
The S&P 500 outlook depends on the interaction between Federal Reserve policy and corporate profits, and on major technology earnings that will revea…
Amazon's pullback ahead of earnings creates a more attractive entry as AWS growth, ad expansion and a large contracted backlog improve visibility. Bu…
AI-driven repricing is changing Alphabet's valuation - the stock nearly doubled over the past 12 months, with much of the gain in 2026. Q1 revenue wa…
A sizable post-earnings repricing looms for ServiceNow as options imply an outsized move. Shares have roughly halved over the past year. ServiceNow i…
The AI-led selloff hinges on earnings season, which will reveal if recent weakness is a pause or more. Memory and semiconductors fell as investors bo…
Shares fell despite Micron's AI memory surge and outsized margins. The company topped revenue and EPS estimates, gross margin rose sharply and free c…
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