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AI-driven capex and senior housing demand are driving resilient stocks. Read what we're investing in here.

Axon (AXON) buy thesis: $515 target implies 33% upside.

Rising bankruptcies and real estate defaults signal broad credit stress for the U.S. economy. Find out what it could mean for the stock market and economy.

Evercore maintained Arista Networks (ANET) as its Top Pick with an Outperform rating and a $200 price target, citing the AI boom.

US economic outlook stays positive as consumer spending and indicators hold up, but mixed leading signals--yields, leverage, commodities--warn caution.

AI investing is broadening beyond Nvidia into energy, power consolidation, and data centers. Click for a look at how this is influencing the markets.

Sell SpaceX aka Space Exploration Technologies Corp. at $1.5-$2T pre-IPO valuations: no margin of safety. Click for this close look at SPCX prospects.

Mastercard delivered robust Q1 2026 results, with net revenue and adjusted EPS up year-over-year. Learn why MA stock is a buy.

Vinci Compass (VINP) downgraded to Hold as earnings quality weakens, PE AUM/fees fall, and liquidity tightens.

Nebius Group (NBIS) upgraded to Strong Buy with a $256.91 target.