AI is expanding the value of Google Search; subscriptions are adding a more predictable and diversified revenue stream.

Although NVDA stock is trading near record highs, its valuation still looks attractive at the current P/E multiple.

While Palantir’s latest results have not eliminated valuation and competition risks, they have provided stronger evidence its competitive position and demand remain robust.

Sandisk’s recent decline has made the stock more attractive, especially as earnings growth remains solid.

The recent weakness in SOFI stock reflects investor concerns over the company's revenue mix.

Despite the sharp decline in Micron stock, Wall Street analysts are supportive, indicating that the correction does not signal deterioration in its underlying fundamentals.

Sandisk enters its Q4 earnings report with strong momentum as AI-driven demand and improving NAND pricing position the company to deliver another impressive quarter.

Growth in its EPYC server processors, faster adoption of Instinct AI GPUs, and improving profit margins all point to accelerating revenue and earnings growth.

Palantir's revenue growth continues to accelerate, profit margins are expanding, and demand for Palantir's AI platform remains robust.

The ongoing momentum in AWS, AI, and Advertising business positions Amazon to report strong Q2 revenue. But...