Research Reports
Palantir’s (PLTR) US Growth Surges as Companies Select it for AI Instead of Slop
Palantir’s (PLTR) AI platform is growing really fast because it creates actual AI tools not “AI slop” like its competitors offer.
Cloudflare (NET) Reshapes its Business & Fires Staff Around the AI Agent Boom
Cloudflare (NET) is betting AI agents will reshape the Internet, so it is rebuilding both its very own workforce around that shift.
Arm (ARM) Stock Goes Parabolic As Investors Look Ahead to 2030 Projections
Arm (ARM) stock surged to an all-time high as investors are looking ahead to profits climbing from around $2 to around $10 by 2030.
Arista (ANET) Builds New Cooling Technology as AI Demand Becomes Too Big
Arista Networks (ANET) introduced a liquid-cooled networking system as datacenters become too power intensive for air-cooled.
Waste Management (WM) Has Been Range Bound as Profit Growth Moderates
Waste Management (WM) stock has been range bound this year as profit growth has moderated. Let’s see if the stock is now a deal.
Visa’s (V) Revenue Growth is the Best its Been Since 2022 as Upside is Solid
Last quarter, Visa’s (V) revenue growth accelerated to 17%, the best rate since 2022. And the stock is a deal with a P/E of just 24.
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AppLovin (APP) Has Vast Potential as its Ad Platform Enters a New Growth Phase
AppLovin’s (APP) AI ad platform is entering a new growth phase, with Axon 2.0 set to open to the public to make ad campaigns.
Advanced Micro Devices (AMD) Stock Surges After Earnings as AI Demand Explodes
AMD (AMD) stock went parabolic after earnings as Datacenter revenue jumped 56% with accelerated demand for AI infrastructure.
Amazon (AMZN) Hits All-Time High as AI Demand Supercharges AWS Growth
Amazon (AMZN) blew away analysts profit estimates of 9% last quarter and delivered 75% growth as AWS revenue jumped 28%.
Alphabet (GOOGL) Posts Strong Overall Results as Cloud Revenue Surges 63%
Google Cloud delivered 63% revenue growth lasrt quarter as Alphabet’s (GOOGL) cashing in on AI infrastructure demand.
Apple (AAPL) iPhone Demand Stays Strong as Profits Grow a Solid 22%
Apple (AAPL) has nice momentum right now as iPhone sales jumped 22% last quarter, helping boost profits 22% year-over-year.
Meta (META) Boosts AI Infrastructure Spending, Raises 2026 CapEx Guidance
Meta (META) is spending more on AI, which is hurting profit growth (and the stock). But with a P/E of 19, META is a good value.
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