How Applied Materials (AMAT) Is Deepening Its Role in AI Chip Manufacturing
On May 11, the company announced a partnership with Taiwan Semiconductor Manufacturing Company Limited at Applied’s EPIC Center in Silicon Valley.
10 Stocks With Stunning Gains
Ten stocks boasted strong gains on Tuesday, outperforming a lackluster performance on Wall Street, as investors continued to digest a flurry of strong corporate earnings.
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Why KLA (KLAC) Remains a Process-Control Play on AI Chip Complexity
On April 29, KLA Corporation (NASDAQ:KLAC) reported fiscal third-quarter revenue of $3.415 billion, above the midpoint of its guidance range, while non-GAAP diluted EPS came in at $9.40.
Why Kulicke and Soffa (KLIC) Is Benefiting From the Advanced Packaging Recovery
Kulicke and Soffa Industries, Inc.
Why Amtech Systems (ASYS) Is Building Its Semiconductor Equipment Story Around AI Packaging
On May 8, the company appointed Guy Shechter as president and chief operating officer, effective May 19.
Why NVIDIA (NVDA) Is Pushing Deeper Into AI Data Center Connectivity
On May 6, NVIDIA Corporation (NASDAQ:NVDA) and Corning announced a multiyear commercial and technology partnership to expand U.S.-based manufacturing of optical connectivity products used in next-generation...
Why TSMC’s (TSM) Advanced Nodes Keep It Central to the AI Chip Cycle
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) sits close to the center of the AI supply chain because the industry’s largest chip designers still need advanced manufacturing capacity...
Why Broadcom (AVGO) Is Becoming a Bigger Force in Custom AI Silicon
The latest AI infrastructure angle came on May 11, when SDxCentral reported that Blackstone and Apollo Global Management were in talks with Broadcom Inc.
How AMD (AMD) Is Expanding Its Role in Enterprise AI Infrastructure
The latest AI infrastructure angle came on May 8, when Dell Technologies and Advanced Micro Devices, Inc.
Why Arista Networks (ANET) Is a Key Networking Play for AI Data Centers
Arista Networks, Inc. (NYSE:ANET) fits the AI-enabler theme because large AI clusters need more than accelerators.
Why Vertiv (VRT) Is Becoming More Important to AI Data Center Buildouts
The latest AI infrastructure angle came on May 6, when Reuters reported that Hut 8 signed a 15-year, $9.8 billion lease for its Beacon Point data center campus in Texas, with the first phase covering ...
Why Eaton (ETN) Is Benefiting From AI’s Rising Power Infrastructure Needs
The latest AI infrastructure signal came on May 5, when Eaton Corporation plc (NYSE:ETN) said Electrical Americas data center orders rose approximately 240% in the first quarter, while data center revenue...
Why Micron Technology (MU) Matters Beyond Memory in the AI Infrastructure Race
The latest AI infrastructure angle came on May 5, when Micron Technology, Inc.
Why Marvell Technology (MRVL) Is Gaining Ground in AI Connectivity and Custom Silicon
The stronger AI infrastructure angle came on April 22, when Marvell Technology, Inc.
RTX Corporation (RTX) Receives Order For SharpSight radars from Blue Raven
RTX Corporation (NYSE:RTX) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.
Analysts See 27% Upside To Lockheed Martin Corporation (LMT)
Lockheed Martin Corporation (NYSE:LMT) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.
Northrop Grumman Corporation (NOC)'s XRQ-73 SHEPARD Uncrewed Aircraft Begins Flight Testing
Northrop Grumman Corporation (NYSE:NOC) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.
AeroVironment, Inc. (AVAV) Secures Army Prototype Agreement For Switchblade 400
AeroVironment, Inc. (NASDAQ:AVAV) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts. Earlier in the month, the company said it had secured a prototype agreement from the U.S.
RBC Capital Cuts Price Target on Kratos Defense & Security Solutions, Inc. (KTOS) to $80, Keeps Outperform Rating
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.
Needham Reiterates Buy on Red Cat Holdings, Inc. (RCAT) Following Q1 2026 Results
Total revenue was reported at $15.5 million, growing 849% year-over-year. Gross profit came in at $2 million, increasing $2.8 million from the same period last year.
Ondas Inc. (ONDS): Among the Best Drone Stocks to Buy According to Wall Street Analysts
Ondas Inc. (NASDAQ:ONDS) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.
Honeywell International Inc. (HON): One of the Best Drone Stocks to Buy According to Wall Street Analysts
Honeywell International Inc. (NASDAQ:HON) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.
Wall Street Bullish on L3Harris Technologies, Inc. (LHX) Despite Price Target Cuts
L3Harris Technologies, Inc. (NYSE:LHX) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.
Is the Selloff in OrthoPediatrics Corp. (KIDS) Creating a Buying Opportunity?
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
Rave Restaurant Group, Inc. (RAVE) Drops on Volatility, but Investors Keep Adding Shares
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
Why Is MaxCyte, Inc. (MXCT) Becoming a High-Conviction Bet for Investors
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
ThredUp Inc. (TDUP) Slides After Disappointing Quarterly Results Despite Strong Prior Run
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
Here's Why Owlet (OWLT) Crashed 60% Despite Its Long-Term Growth Opportunity
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
Here's Why Outset Medical (OM) Rebound Sharply After Last Quarter’s Selloff
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
Heartland Express (HTLD) Gains as Investors Bet on a Trucking Upcycle
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
Can Neogen Corporation (NEOG) Become One of the Market’s Best Small-Cap Turnarounds
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
Ryanair Holdings (RYAAY) Delivered a 58% Return, Driven by Market Share Gains and Operational Efficiency
Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here's Why ImmuCell Corporation (ICCC) is Emerging as an Intriguing Micro-Cap Opportunity
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
Olaplex Holdings (OLPX) Takeover Validates Value Thesis, but Investors Wanted More
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
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