SoftBank’s $3.6 billion NVDA exit is grabbing headlines, but Nvidia’s record revenue, surging data center growth, and strong analyst support suggest the long-term thesis remains intact.

Kioxia’s explosive rally has reignited excitement across the memory sector, but valuation, volatility, and supply constraints complicate the bull case.

Jefferies sees upside in Beta Technologies as certification milestones and a $3.5 billion backlog support its long-term electric aviation ramp.

Lumentum is emerging as a critical supplier to the next wave of AI infrastructure, with co-packaged optics potentially driving another leg of growth into 2026 and beyond.

Microsoft stock is under pressure after a rare analyst downgrade raises uncomfortable questions about whether massive AI spending is finally outpacing near-term returns.

Intel stock jumped after CEO Lip-Bu Tan confirmed a renewed push into GPUs, but execution and valuation still matter more than ambition.

COIN has been crushed alongside crypto prices, but strong profitability, expanding non-trading revenue, and bullish targets are keeping the dip-buying debate alive.

META stock is under scrutiny after a Needham analyst warned that heavy AI spending and elevated expectations could leave shares vulnerable to a sharp pullback.

Western Digital stock is in focus as the company prepares to showcase its AI-driven storage roadmap at its Feb. 3 Innovation Day in New York.

Ark Invest’s renewed buying of Netflix stock signals confidence in the company’s subscription-driven growth model, despite deal uncertainty and a volatile media landscape.