Key Points Not long ago, I named Rivian (NASDAQ: RIVN) my top growth stock to buy in 2026. My thesis was two-fold. First, Rivian is about to begin deliveries of its R2 SUV. As I’ll highlight below, this should prove a historic milestone for the company’s growth journey. Second, Rivian’s AI exposure is undervalued. After ...
It wasn’t that long ago, when The Trade Desk (NASDAQ:) reached an all-time high of $141.53 per share in December 2024. Less than a year and a half later now, the stock is trading in the low-$20s, down 85%. Furthermore, that sell-off included not one, but two occasions, when it lost more than 30% of ...
Key Points After decades of creating blueprints for semiconductors, Arm is creating its own physical silicon for the first time. The chipmaker partnered with Meta Platforms to create the Arm AGI CPU. Arm has lined up an impressive roster of initial customers for its inaugural chip. 10 stocks we like better than Arm Holdings › ...
DoorDash DASH is benefiting from the growing consumer demand for e-commerce and local delivery services, which has led to a significant uptick in its e-commerce growth. The company’s efforts to expand its e-commerce capabilities, particularly through initiatives like DashMart Fulfillment Services, have been a key catalyst. This service aims to provide customers with faster delivery ...
The Q1 2026 earnings reporting season is fast approaching, and all signs suggest it will be a good one. Headwinds, risks, and fears remain, but the outlook for growth provides a triple tailwind for the market, likely to continue in Q2. The tailwind includes earnings growth, an outlook for sequential acceleration, and steadily rising forecasts, ...
Circle Internet Group (NYSE: CRCL) went public on June 5, 2025. The stock was initially priced at $31 per share, nearly tripled on its first trading day, and climbed to nearly $299 by June 23. Since that point, things got rough for investors who chased it higher. By the end of February 2026, the stock ...
Key Points Micron’s HBM supply is already committed for 2026. The artificial intelligence (AI)-powered data center demand is expected to account for over 50% of DRAM and NAND TAM in 2026. A persistent supply-demand imbalance is driving Micron’s pricing power. 10 stocks we like better than Micron Technology › The global artificial intelligence (AI) infrastructure ...
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...
Investors in Microsoft Corporation (Symbol: MSFT) saw new options become available today, for the April 8th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the MSFT options chain for the new April 8th contracts and identified one put and one call contract of particular interest. The put contract at the ...
Key Points Netflix lost the Warner Bros. Discovery bidding war and its stock went up. Amazon is spending $200 billion on AI infrastructure in 2026, and investors are nervous. Short-term volatility has created entry points for patient long-term investors. 10 stocks we like better than Netflix › It’s mid-March, which means two things: Your basketball ...
