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The Edge Cloud Comeback Story You Never Finished Reading

The Edge Cloud Comeback Story You Never Finished Reading

The edge-cloud name I once told you to avoid just landed a Wall Street upgrade.

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Twilio Joins The S&P 500 As Two Chip Suppliers Hunt For A Floor

Twilio Joins The S&P 500 As Two Chip Suppliers Hunt For A Floor

Twilio's S&P 500 debut, a Cirrus Logic deal, ACM Research's backlog and a Kratos space win.

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AI Made a Data Mess. This SaaS Name Sells the Cleanup

AI Made a Data Mess. This SaaS Name Sells the Cleanup

AI is everywhere. The cleanup job it leaves behind is where the real money sits.

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Last Friday's 8% Pop Is Only One Piece Of This AI Buildout Trade

Last Friday's 8% Pop Is Only One Piece Of This AI Buildout Trade

Semi tools, identity, optical AI. Where the AI buildout trade goes next.

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This Summer IPO Sits 44% Off Its Highs Despite a $1.35B Deal

This Summer IPO Sits 44% Off Its Highs Despite a $1.35B Deal

A beaten-down summer IPO just agreed to a $1.355B deal, and the stock barely moved.

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Late-October Earnings Could Reprice Four Unloved Tech Names

Late-October Earnings Could Reprice Four Unloved Tech Names

The strongest catalyst in tech this fall is a two-week earnings window most are ignoring.

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An Overlooked AI Infrastructure Name Reports Tuesday

An Overlooked AI Infrastructure Name Reports Tuesday

While the usual suspects hog the spotlight, this under-the-radar name posted 47%+ growth last quarter and reports again Tuesday

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The Mega-Cap AI Trade Is Not Where This Earnings Season Gets Won

The Mega-Cap AI Trade Is Not Where This Earnings Season Gets Won

Power chips, optics, a Brazilian broker and a rocket challenger, all with prints coming up.

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The Cybersecurity Selloff That Has Nothing To Do With The Business

The Cybersecurity Selloff That Has Nothing To Do With The Business

A takeover rumor knocked a third off this cybersecurity stock. The numbers underneath went the other way.

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The Boring Corners of Tech Are Where the Real Money Is Being Made

The Boring Corners of Tech Are Where the Real Money Is Being Made

A chip-gear rebound, a bond-trading boom, and two more mid-cap setups before earnings.

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The Drone Rollup Stock Sitting on a Coiled Spring

The Drone Rollup Stock Sitting on a Coiled Spring

Five deals in 30 days, a seat next to the giants, and Wall Street somehow yawned...

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10x Forward Earnings Buys You Federal AI Exposure the Hyperscaler Crowd Won't Sell You

10x Forward Earnings Buys You Federal AI Exposure the Hyperscaler Crowd Won't Sell You

A fresh federal fiscal year opens the award window Thursday for three AI beneficiaries.

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