Archive

Ignore This 'Lazy' Small-Cap Narrative

The Russell 2000 doesn't move in lockstep with economic reality...

• IWM

D.C. Just Redrew the Solar Map

This new policy penalizes competitors... while reinforcing one company's business model.

• FSLR

This Tech Legacy Is Getting a Boost From AI

Despite its elite status, this company may be one of the most undervalued large-cap names...

• NVO
• SAP.DE

Consulting's AI Reboot Is Underway

This technology is creating a real competitive advantage...

• FCN

Valuations Are Falling… But Momentum Still Rules

Folks, valuations or sentiment alone cannot stop a bull market...

The Recession That Isn't

When you take out the noise, the rest of the economy is chugging along...

No, the AI Boom Isn't Cooling Down

AI infrastructure cycles don't move in straight lines...

• AMZN
• GOOGL
• META
• MSFT
• ORCL
• WCLD

Prepare for a Massive Digital Overhaul

DOGE's agenda could accelerate the U.S. government's IT investments...

• EQIX
• MSFT
• NVDA

Revamping the Public Sector With 'Hackathons'

Broader AI adoption in the U.S. government could propel one industry leader, and even the smaller players...

• PLTR

A Cautionary Tale From the U.S. Health Care System

This is a story about real people – and what happens when the systems they rely on stop working...