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Top Themes for 2026: AI, Defense, and Infrastructure
1+ hour, 50+ min ago (364+ words) Neena Mishra February 23, 2026 NVDA Quick QuoteNVDA TSM Quick QuoteTSM IBIT Quick QuoteIBIT ARTY Quick QuoteARTY BAI Quick QuoteBAI You follow ETF Spotlight - edit You follow Neena Mishra - edit In this episode of ETF Spotlight, I speak with Jay Jacobs, CFA,…...
3 AI Stocks Outpacing NVIDIA in 2026 - With More Upside Ahead
1+ hour, 51+ min ago (440+ words) Tirthankar Chakraborty February 23, 2026 MU Quick QuoteMU NVDA Quick QuoteNVDA TSM Quick QuoteTSM SMCI Quick QuoteSMCI NVIDIA Corporation (NVDA Quick QuoteNVDA - Free Report) has consistently posted strong quarter-over-quarter earnings, and its fiscal 2026 fourth quarter looks no different. Relentless demand for its…...
The Wall of Worry: Why Markets are Primed for a Spring Surge
4+ hour, 42+ min ago (287+ words) Andrew Rocco February 23, 2026 AMZN Quick QuoteAMZN MSFT Quick QuoteMSFT NVDA Quick QuoteNVDA GOOGL Quick QuoteGOOGL TPL Quick QuoteTPL NBIS Quick QuoteNBIS CRWV Quick QuoteCRWV Despite boiling geopolitical tensions, tariff uncertainty, and AI funding fears, five data points suggest that markets…...
Here's What Investors Must Expect Ahead of C3.ai's Q3 Earnings
4+ hour, 47+ min ago (307+ words) Will AI's Q3 results show stabilization or will widening losses and weaker revenues deepen concerns? This includes personalizing content and advertising. By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar…...
OKLO's 1.2 GW META Agreement: Is it a Long Term Bet or Risk?
5+ hour, 30+ min ago (523+ words) OKLO's 1.2 GW AI power deal with META outlines a long-dated nuclear buildout, upfront funding support, and years of execution risk ahead. This includes personalizing content and advertising. By pressing "Accept All" or closing out of this banner, you consent to…...
CPO is Moving From Hype to Backlog for LITE: More Upside Ahead?
5+ hour, 34+ min ago (392+ words) Lumentum sees CPO shift to contracted backlog, eyeing late-2027 scale-up as AI optics demand drives record revenue outlook. This includes personalizing content and advertising. By pressing "Accept All" or closing out of this banner, you consent to the use of…...
HSBC's Q4 Earnings on Deck: What's in Store for the Stock?
6+ hour, 58+ min ago (369+ words) HSBC's Q4 results may show higher revenues and earnings, with IB, trading and slightly improved interest income offset by higher expenses. This includes personalizing content and advertising. By pressing "Accept All" or closing out of this banner, you consent to the…...
Is MSFT Stock Vulnerable to Rising Capex Pressure From AI Spending?
7+ hour, 38+ min ago (127+ words) AMZN Quick QuoteAMZN MSFT Quick QuoteMSFT GOOGL Quick QuoteGOOGL MSFT shares have lost 21.2% in the past six-month period, outperforming the Zacks Computer " Software industry's decline of" 24.5% but underperforming the Zacks Computer and Technology sector's return of 10.6%. From a valuation standpoint,…...
AI-Driven Datacenter Chip Demand to Drive NVIDIA's Q4 Earnings
7+ hour, 47+ min ago (556+ words) Zacks Equity Research February 23, 2026 ADI Quick QuoteADI APH Quick QuoteAPH NVDA Quick QuoteNVDA MPWR Quick QuoteMPWR NVIDIA Corporation (NVDA Quick QuoteNVDA - Free Report) is set to report its fourth-quarter fiscal 2026 earnings on Feb. 25, and expectations are high. As the undisputed…...
Can Strategic Partnerships Drive CrowdStrike's Next Growth Phase?
8+ hour, 9+ min ago (373+ words) Om Jaiswal February 23, 2026 PANW Quick QuotePANW ZS Quick QuoteZS CRWD Quick QuoteCRWD CrowdStrike also expanded its partnership with Microsoft by making the Falcon platform available on Microsoft Marketplace, through which customers can now buy Falcon using their existing Microsoft Azure…...