Insights on AI, markets, earnings, and infrastructure - distilled for busy investors.
Nvidia’s recent acquisition of Toronto-based CentML marks a significant milestone in the ongoing evolution of AI infrastructure and chip technology. This move is not just a headline-grabbing deal - it’s a calculated step that could shape the future of AI hardware and software integration.
Jeff Bezos, founder of Blue Origin, has recently intensified efforts to position his company as a leading contender for U.S. government space contracts. This strategic push comes amid a highly publicized rift between President Donald Trump and SpaceX’s Elon Musk, creating a unique opening for Blue Origin to expand its influence in American space missions.
Altria stands as a classic dividend stock, boasting a remarkable 56-year streak of dividend growth and a yield currently exceeding 7%. However, the investment case is nuanced. While the company’s cash flow and dividend discipline remain robust, secular headwinds - declining cigarette volumes, regulatory scrutiny, and the uncertain trajectory of reduced-risk products - warrant a balanced, cautious approach.
Amazon Web Services (AWS) has lost one of its most influential AI leaders, Vasi Philomin, at a critical moment in the race for generative AI dominance. Philomin’s departure not only marks a significant leadership change for Amazon but also highlights the escalating competition among tech giants to secure top AI talent.
Celestica has emerged as one of the most compelling stories in the electronics manufacturing and technology services sector, propelled by surging demand for AI infrastructure and hyperscaler networking solutions...
CoreWeave has rapidly emerged as one of the most prominent pure-play AI cloud infrastructure providers, capturing investor imagination and market share with breakneck revenue growth, technical leadership, and marquee partnerships...
Nebius Group has rapidly emerged as one of the most closely watched pure-play AI infrastructure providers in the public markets. The company’s meteoric revenue growth, aggressive global expansion, and deep partnerships with technology leaders like NVIDIA...
Micron Technology’s latest results and guidance have positioned the company at the forefront of the AI-driven semiconductor renaissance. UBS has responded by raising its price target to $155, citing Micron’s accelerating high-bandwidth memory (HBM) momentum...
Amazon is on the verge of transforming its world-class logistics network from an internal engine into a global, profit-generating platform - Logistics-as-a-Service (LaaS). J.P. Morgan and other leading analysts see this as Amazon’s next major growth vertical...
Dividend aristocrats are the gold standard for income investors: S&P 500 companies that have raised their dividends for at least 25 consecutive years. In 2025, several aristocrats stand out for their especially high yields...
Nvidia stands at the epicenter of the artificial intelligence (AI) revolution, not merely as a chipmaker, but as the architect of a comprehensive AI ecosystem that is rapidly becoming the backbone of the digital economy...
The second quarter of 2025 earnings season for S&P 500 companies is unfolding with a mix of moderation and resilience, reflecting both sector-specific strengths and broader economic headwinds...
Recent economic data show that U.S. inflation is moderating, with both consumer and producer prices rising at a slower pace than in previous years. However, the path to the Federal Reserve’s 2% target remains uncertain...
Artificial intelligence is reshaping the global economy, and investors are searching for the companies best positioned to benefit from this seismic shift. Here’s an analytical look at the top five dividend aristocrats...