Articles
Jabil Upgrade: Buy on Improved Revenue Visibility and AI/Datacenter Tailwinds
Rating upgraded to Buy — entry on strength or disciplined pullback, targets out to ~320; margins and working capital are key watch items.
Jabil's top-line momentum and exposure to AI/datacenter infrastructure justify a tactical upgrade. Recent quarter (ended 11/30/2025) showed revenue of...
Village Farms: GMP Export Edge and Rising Margins Make a Tactical Long
Q3 2025 margin recovery + global GMP footprint supports a swing trade with defined risk-reward
Village Farms (VFF) is showing sequential top-line and margin improvement driven by its global GMP cannabis export capability and core produce cash ge...
IBM: From ‘‘Boring’’ Legacy IT to an AI Growth Engine - A Tactical Long
Watsonx + Red Hat + Mainframes = a durable AI revenue flywheel; buy a disciplined position around $290–$300, stop below $270.
IBM is no longer a sleepy blue chip collecting dividends. Recent quarters show profitable growth, improving cash flow and a pivot into AI (watsonx) an...
Polymarket Forecasts Gold As Most Promising Asset For 2026
Market Participants Favor Gold Over Bitcoin and S&P 500 Amid Current Economic Turmoil
Polymarket traders assign the highest likelihood to gold outperforming Bitcoin and the S&P 500 in 2026, driven by recent geopolitical issues and econo...
Progress Software: Funding the Next Buy — ARR Build and M&A Optionality Make This a Tactical Long
Q3 strength, a $1.4B debt-funded balance sheet and new AI product momentum set up a tradeable re-rating as Progress reloads for deals
Progress Software (PRGS) just delivered stronger operating cash flow and a beat-driven rerate after its Q3 results. With revenues approaching $250M/qu...
Conference Showdowns Set Stage for NFL Super Bowl Contenders
Patriots and Broncos battle in AFC; Rams face Seahawks in NFC in critical clashes
The NFL conference championship games feature top-seeded teams and intense rivalries as the New England Patriots visit the Denver Broncos in the AFC, ...
Medicare to Reduce Telehealth Coverage for Many Services in 2026
Seniors Face Shift From Remote to In-Person Care Except for Behavioral Health Services
Starting January 31, 2026, Medicare will discontinue coverage for telehealth services across a broad range of medical conditions except for behavioral...
Strategy Inc.'s $3.38 Billion Bitcoin Purchase Accompanied by Subtle Balance Sheet Shift
A closer look at how Strategy Inc. is managing its debt structure alongside significant Bitcoin acquisitions
Over a recent two-week period, Strategy Inc. acquired $3.38 billion worth of Bitcoin. Analyst Dylan LeClair identifies a simultaneous but less apparen...
Moderna Shares Reach Yearly Peak Following Promising Cancer Therapy Trial Results
Strong Clinical Data and Technical Indicators Propel Moderna Stock, While Analysts Call for Caution
Moderna Inc. (NASDAQ:MRNA) has experienced a significant ascent in its stock price, driven by encouraging long-term data from a melanoma cancer therap...
Federal Judge Halts Justice Department's Review of Reporter’s Devices Seized in FBI Raid
The Washington Post seeks return of journalist Hannah Natanson’s equipment amid constitutional concerns
After an early morning FBI raid targeting a government contractor, Washington Post reporter Hannah Natanson had several devices seized by federal auth...
CoreWeave Shares Experience Volatility Amid Rising Geopolitical Risks and Market Dynamics
Investors React to Tariff Threats and Nordic Expansion Amid Mixed Technical Indicators
CoreWeave Inc's stock has encountered downward pressure this week amid heightened geopolitical tensions and market uncertainty. The company's signific...
US Semiconductor Sector Poised for Balanced Growth and Modest Gains in 2026, Analyst Reveals
Supply and demand realignments create a stable outlook with select opportunities in analog and industrial-focused firms
According to a leading Bank of America Securities analyst, the US semiconductor industry is entering a phase of improved equilibrium between supply an...