Kraken Robotics $KRKNF: The Subsea Defense Stock the Market Stopped Watching

Kraken just tripled its scale with the Covelya deal, yet the stock is down about 60% from its March high

The AI Bill Just Hit Shareholders

Meta's first cash burn in over a decade, a 6.7% chip rout and $116 Brent left the S&P 500 down for a second week.

Why Vicor's $VICR Selloff Looks Like a Gift

Vicor lost nearly 40% in under three weeks in the AI infrastructure selloff, then reported its biggest quarter yet

The AI Trade Got a Credit Check

CoreWeave debt near 15% and a hot CPI print handed the Nasdaq its worst week since June, while the Dow still finished higher.

After An 85%+ Rally, The Market Is Still Underestimating Navan $NAVN

Navan is winning enterprise customers, automating travel with AI agents, and trading at a valuation that could leave room for further upside.

A Record High at 5.3%

The S&P 500 set its first record since August, while the 10-year hit its highest yield since 2002

GRAIL's $GRAL 70% Surge Might Be Just The Beginning

Galleri just cleared a major regulatory hurdle—and FDA approval could unlock broader reimbursement and a potentially massive new market.

The Weak Jobs Report Wall Street Wanted

September's 29,000-job print took an October hike off the table.

SpaceX's $SPCX Agentic AI Bet

SpaceX already has rockets and Starlink. Now Grok could turn it into a major agentic AI platform.

AI Is Carrying the Market

AI earnings are keeping the market afloat as higher rates and a weaker consumer create an increasingly unusual backdrop.

Sandisk $SNDK: Agentic AI Will Change the Storage Game

The AI infrastructure stack is expanding—and Sandisk sits at the center of the shift toward storage-intensive inference.

The Market Has Split in Two

AI vs. everything else.

Forgent Power Solutions $FPS: The AI Power Bottleneck Is Getting Even Bigger

Forgent just delivered 94% revenue growth and entered FY2027 with $3 billion of backlog.

This Is Complicated

Sticky inflation, rising yields, and a weakening consumer are leaving the Fed with no easy move.

Ouster $OUST: The Next AI Trade Is Physical

As AI moves into robots, vehicles, drones and machines, Ouster is building the technology that helps them see the world.

Will the Fed Hike?

A resilient labor market has revived rate hike fears just as stocks were approaching record highs.

Hims & Hers $HIMS: The Market Is Still Underestimating What This Company Is Becoming

The weight-loss story is only the beginning. Hims is building a global consumer healthcare platform with multiple growth engines.

Nvidia Just Changed the AI Trade

Nvidia crushes expectations as hyperscaler AI spending accelerates toward $1.3 trillion.

Sezzle $SEZL Just Got More Interesting

The stock has fallen sharply, but subscriber growth, profitability and the broader fintech platform continue moving in the right direction.

The Bond Market Took Control. Now What?

Yields are surging, Treasury is stepping in, and investors are rotating into gold and Bitcoin.

Lime $LIME Could Be the Most Misunderstood IPO of 2026

Lime $LIME has built something its predecessors never had: scale, profitability and durable unit economics.

Nvidia’s $500 Billion AI Funding Push: Why Compute Is Becoming an Asset Class

The Market Is Holding Its Breath

Inflation is cooling and AI spending is accelerating. But retail sales, jobs and consumer sentiment are telling a very different story.

AMD vs. Nvidia for AI Inference Investing: Which Stock Is Better in 2026?

Credo $CRDO: The AI Connectivity Story Is Just Getting Started

Hyperscaler spending remains relentless, earnings are exploding, and Credo is expanding from copper into a much larger optical opportunity.