As AI drives unprecedented data demand, Corning’s $3 billion fiber deal with AT&T highlights the shift from chips to the physical networks that connect them. But soaring growth expectations bring ...

Akamai’s $11.6 billion Anthropic contract gives it a major foothold in AI inference—but the $5.5 billion buildout brings near ...

Starbucks is closing 250 North American stores and redirecting billions toward a costly turnaround. With sales shrinking, labor tensions rising, and growth forecasts cut, investors are questioning ...

As Apple, Meta and SpaceX expand the personal-device ecosystem, the biggest opportunities may lie with the suppliers and ...

High short interest can signal trouble—or set the stage for a powerful rebound. Here’s what the fundamentals reveal about ...

A $100 million Coretura contract validates BlackBerry’s Alloy Kore platform and strengthens its push into high-margin, recurring automotive software revenue. The deal adds momentum to the company’s ...

Coach is powering Tapestry’s earnings, margins and shareholder returns despite a sharp stock pullback. With Kate Spade weakness and tariff risks still looming, the reset valuation may offer patient ...

NVIDIA, Microsoft, Alphabet, and Palantir are turning AI demand into durable revenue through four distinct strategies.

Lennar’s Earnings Miss May Be Sending a Bigger Warning About U.S. Housing Lennar’s earnings miss highlights mounting pressure from 7% mortgage rates, high home prices, and rising resale inventory.

You'll also get a bonus 4th pick... the most undervalued name in the entire supply chain, according to our analyst. Sept 21 is only weeks away. After the reveal, this briefing comes down. Read it now, ...

With the introduction of the federal solar investment tax credit (ITC), which provides a 26% tax credit for systems installed in 2020 – 2022, more homeowners have been encouraged to install solar ...

In part 1 of this series, we looked at why a strong economy causing interest rates to rise is not something to be feared by investors but celebrated. Now let’s take a look at the most important reason ...