Vicor VICR has become one of the more dramatic AI infrastructure stories in the power-components space. The stock’s surge reflects better demand, stronger backlog and improving earnings trends.  The question is no longer whether the business has momentum. It is whether the stock still offers enough room for new buyers after a major rerating. VICR’s … Read more

Can Oracle's Database Business Sustain Long-Term Margins?

Russ Cohen

Oracle‘s ORCL database business notched its strongest growth signal yet in the fourth quarter of fiscal 2026, with the Oracle Multicloud AI Database expanding 404% year over year, a pace the company itself flagged as its fastest-growing business ever. The momentum builds on a series of product moves through mid-2026, including the rollout of Oracle … Read more

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BDL vs. PTLO: Which Restaurant Stock Is the Better Long-Term Buy?

Russ Cohen

Restaurant companies continue to operate amid evolving consumer preferences, inflationary cost pressures and increasing demand for convenient dining options. Against this backdrop, Flanigan’s Enterprises, Inc. BDL and Portillo’s Inc. PTLO are two restaurant operators serving customers through distinct dining concepts. BDL operates casual dining restaurants, sports bars and package liquor stores under the Flanigan’s Seafood … Read more