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Looking at the sectors faring best as of midday Friday, shares of Materials companies are outperforming other sectors, up 2.8%. Within that group, Builders FirstSource Inc. (Symbol: BLDR) and Mohawk Industries, Inc. (Symbol: MHK) are two large stocks leading the way, showing a gain of 8.0% and 7.2%, respectively. Among the high volume ETFs, one ...
Key Points Rigetti is making advancements, but its quantum computing systems are error-prone, and the company is burning through cash. IBM, meanwhile, is a quantum-first company supported by its legacy business. This is allowing IBM to attack quantum computing with two very different chips. 10 stocks we like better than International Business Machines › Rigetti ...
Every AI data center will need it. Few investors are paying attention … yet Editor’s note: “The Quiet Power Play Wall Street Is Missing in the AI Boom” was previously published in November 2025 with the title, “Before the Battery Boom: The Quiet Opportunity Powering the AI Revolution.” It has since been updated to include ...
Key Points Nike’s struggles are exacerbated by a highly challenging operating environment in China and pullbacks in North American consumer spending. Nike has transitioned from a growth stock to a turnaround stock. Investors are now expecting gradual signs of improvement rather than blowout results. 10 stocks we like better than Nike › After hitting an ...
Key Points Investments within the automotive industry could be changing for the better. Rivian’s new microchip is the most aggressive push into autonomous driving technology yet. Ford is making a nearly $20 billion pivot from EVs, while introducing a new revenue stream. 10 stocks we like better than Ford Motor Company › For years, the ...
Baidu’s BIDU AI Cloud business is gaining strategic significance as the company sharpens its focus on scaling its foundation model ecosystem and deepening enterprise use cases. The introduction of ERNIE 5.0, built with native omni-modal capabilities across multimodal understanding, creative writing and instruction following, is expected to further strengthen Baidu’s technological depth in China’s increasingly ...
Key Points Tesla plans to begin Cybercab production in 2026, but it still needs key regulatory approvals for the vehicles to operate. The case for robotaxis is strong, but Tesla’s autonomous vehicles may take longer than expected to get regulatory clearance. The company also plans to begin production of the Tesla Semi and Optimus robot ...
Key Points Paychex is testing long-term support after mixed institutional flows, but underlying payroll demand remains intact. Insider activity has skewed toward selling rather than buying, even as the dividend yield has moved higher. AI-driven product rollouts and improving sentiment could be the catalysts that shift the stock off its floor. Institutional activity has been ...
Key Points Meta recently debuted its first pair of augmented reality smart glasses, a stepping stone along a roadmap that leads to fully-immersive glasses powered by superintelligence. Just as smartphones have replaced personal computers for many tasks, Mark Zuckerberg says smart glasses will displace smartphones as our primary computing devices in the future. Meta dominates ...
Key Points Microsoft’s suite of productivity software is a must-have tool in any business setting. Revenue from its Intelligent Cloud sector may soon surpass that of its business software segment. 10 stocks we like better than Microsoft › When you think about computer software, Microsoft (NASDAQ: MSFT) is certainly one of the first companies that ...
The whipping post
The whipping post
