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"It still looks like we're very, very early in AI," says Andrew Arons, making the case that discrepancies in OpenAI's ARR won't matter long-term. With investors rotating in and out of the AI trade, he sees a value opportunity in a stock he believes isn't getting much attention: Home Depot…
Verizon (VZ), AT&T (T), T-Mobile (TMUS) and other mobile carriers sold off on Friday after SpaceX (SPCX) announced it acquired a low-band spectrum license. As Marley Kayden explains, it allows the Elon Musk-led firm to expand mobile carrier opportunities. She touches the key points underneath t…
Eddie Yoon discusses how consumers are spending more largely because of higher prices, not stronger consumption, and why that trend may be unsustainable. He sees the next wave of AI helping households identify waste, cut subscriptions and save money, with paid AI adoption potentially growing sharpl…
Patrick Mueller discusses how higher fuel prices and Delta Air Lines’ (DAL) lowered outlook are pressuring airline stocks despite resilient travel demand. He remains bullish on Delta but cautious on the broader airline sector as oil prices and consumer debt rise. Tom White breaks down a bullish opt…
Tim Bohen is not deferring from his bullishness on the AI trade, which he has repeatedly called the "theme of 2026." He labels Wolfspeed (WOLF) as an unsung stock to benefit from fab expansions, believes Atlassian (TEAM) is a rising giant in the software space, and sees HPE (HPE) continui…
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