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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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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 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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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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Late October Through December Brings the Prints That Decide Where Overlooked Tech Goes Next

Late October Through December Brings the Prints That Decide Where Overlooked Tech Goes Next

Earnings prints between late October and December could reset how tech gets priced.

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Fall Earnings Will Test Whether These Tech Selloffs Went Too Far

Fall Earnings Will Test Whether These Tech Selloffs Went Too Far

Design software, AI services, and insurance data all face a report card this fall.

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The Best AI Trades Left On The Board Are Not The Chipmakers You Already Own

The Best AI Trades Left On The Board Are Not The Chipmakers You Already Own

The picks-and-shovels layer is repricing while the crowd stays fixated on GPUs.

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Specialty Silicon, A Chip Listing, And Cash Flow Over Growth

Specialty Silicon, A Chip Listing, And Cash Flow Over Growth

Record foundry guidance, a chip-unit listing, and a software name that gets paid in cash.

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An Early November Earnings Window Could Reprice Four Corners of Tech

An Early November Earnings Window Could Reprice Four Corners of Tech

Three tech names most desks haven't circled yet. Setups worth a look before the next print.

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This Week's Data Shifts Set Up Four Late-October Earnings Reactions

This Week's Data Shifts Set Up Four Late-October Earnings Reactions

Three mid-cap tech names that held their bid while AI hardware got roughed up Monday. Not the same trade.

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Which September Catalysts Are Actually Worth Sizing Into Before Month-End

Which September Catalysts Are Actually Worth Sizing Into Before Month-End

Federal money just landed in quantum, and a dated security catalyst hits next week.

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Hedge Funds, Quants, and Pensions Are Buying Tech Again

Hedge Funds, Quants, and Pensions Are Buying Tech Again

A hedge fund, a quant desk, and a state pension all bought tech in the same window.