sumi.news

Broadcom: One Of Our Favorite Picks For 2026 In The Semiconductor Universe

CoreWeave Has Dramatically Further To Fall

Lumentum Holdings' Momentum Is Enticing, But There Are Too Many Reasons To Stay Away

Apple: Quality Vs. Price

Microsoft: The AI Utility Thesis - Weighing $392 Billion Backlog Against CapEx Depreciation Cliff

Humana: Margin Headwinds To Persist In 2026

Pure Storage: The Outlook Is Pure; The Valuation Far Less So

'Great Potential,' Uber CEO Dara Khosrowshahi Says Of Japan, As He Targets '10-Plus Markets' Despite Robotaxis Costing About $150K Each

If I Could Only Buy and Hold a Single Stock, This Would Be It.

From Power Grids to Data Centers: The Overlooked Winners in the AI Gold Rush

Longtime analyst resets Nvidia stock price target ahead of 2026

Elon Musk sends brutal words on silver price surge

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