In May, Dunkin’ revealed it would return to a major market nearly a decade after its departure. The news comes at a pivotal moment for the coffee chain, as its presence in locations outside of Read more…
Taiwan Semiconductor Manufacturing Company (TSM) is up 40% in 2026 alone as investors price in a much larger chip market and a deeper role for the company in its most profitable layers. As demand for Read more…
Picture a drug so popular that, even in markets where a cheaper generic competitor had just launched, it still grew by 10%. That’s what happened to Eli Lilly’s (LLY) Mounjaro in India recently. And it’s Read more…
Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly Read more…
On paper, the U.S. economy might seem strong. There were 115,000 jobs added in April, beating expectations. But much of that growth came from health care and social assistance positions. Economists often view those jobs Read more…
Ondas (ONDS) jumped 13% immediately following earnings as investors embraced a thesis far more specific than broad defense enthusiasm. Management views AI-powered autonomous warfare as a permanent shift that will come to warfare. As Ryan Read more…
There’s a version of Cisco (CSCO) that Wall Street wrote off years ago — a legacy networking giant stuck in the slow lane while flashier AI names grabbed all the attention. That story is getting Read more…
Costco has never been afraid to wade into politics in the interest of its members. In January, for example, 98% of its shareholders voted in favor of what could be considered a hot-button political issue. Read more…
Oracle’s stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap Read more…
Nebius Group gave Wall Street the type of quarter that keeps the artificial intelligence infrastructure trade alive, even as investors become more selective about which companies can actually turn AI demand into revenue. The Amsterdam-based Read more…