Microsoft stock heads into its Jan. 28 earnings report with elevated expectations as investors weigh strong growth against rising AI-related costs.

ORCL stock slid after bondholders filed a lawsuit tied to AI-related debt, but strong cloud growth and a massive backlog suggest the long-term thesis remains intact.

V stock is under pressure as political scrutiny of swipe fees resurfaces, but Visa’s fundamentals tell a more nuanced story.

November semiconductor sales showed some month-to-month softness, but NVDA remains supported by strong AI-driven demand and resilient data center fundamentals.

NVDA stock is back in focus as a projected $3 trillion wave of global data center investment reinforces long-term demand for AI infrastructure.

Wall Street is increasingly turning to optical and networking enablers of AI infrastructure, and Lumentum stands out as a high-conviction pick for 2026.

AMRQF stock is drawing attention as strategic interest in critical minerals begins to intersect with a firm already producing and expanding on the ground.

QBTS stock is back in focus on news of a transformational acquisition that strengthens its technology moat.

As geopolitical uncertainty clouds global oil supply, Cenovus Energy is standing out for its operational consistency, shareholder returns, and attractive valuation.

Tesla’s latest delivery miss highlights intensifying EV competition and valuation tension, setting up 2026 as a decisive year.