I wrote about NVDA in mid-August, rating it as a Buy ahead of its then-upcoming Q2 FY2027, and today, we're now one week away ...

A Chinese university with links to the country's military bought two of Nvidia's (NVDA) powerful H200 AI chips last month despite being on a U.S. export blacklist, according to Reuters. Northwestern ...

Goldman Sachs expects 25-basis-point Fed rate hikes in December and March, taking rates to 4.25%-4.5%, with cuts delayed to ...

Germany plans to replace Chinese training drones with European alternatives and restrict some vehicles over fears sensors could expose sensitive data.

ICF International, Inc. remains a Buy after a post-earnings dip, offering attractive upside at current ~$84 levels with a price target range of $100–$115. ICF's revenue base is now more diversified, ...

Gevo shares rise nearly 19% premarket after record Q3 earnings: $23 million net income, $44 million adjusted EBITDA, and 2026 ...

Here, I will refer to my earlier note on AI as a business and use the ideas in it to deconstruct the many players that are ...

I have not posted a note since last Thursday morning when I asserted that the year-end rally was in full swing. Stocks surged the day before after Democrats won a landslide victory in the midterm ...

Hyliion shares fell 4.8%; its Q3 report cited rising KARNO Power Module interest across military, data-center, commercial and ...

CoreWeave was in the spotlight on Wednesday as Wall Street firms praised the neocloud provider's third-quarter results and ...