Quick Read - Amazon's three prior capex panics in 2000, 2014, and 2022 all rewarded patient buyers, but the current $200B plan triggered a 6% weekly drop. - AMZN's AWS holds a $364B contracted backlog with Trainium carrying $225B in commitments, while GOOGL just missed EPS after...</stron
AAON reports record $2.1 billion backlog and 50% year-over-year sales growth amid AI infrastructure expansion. AAON (NASDAQ:AAON) closed at $102.67 on July 24, 2026, reflecting an $8.41 billion market capitalization. The company’s shares rose 20.22% over the past year desp
In its Q2 2026 investor letter, the Wasatch Small Cap Growth Strategy highlighted Everus Construction Group, Inc. (NYSE:ECG) as a notable performance contributor. Everus Construction Group, Inc. (NYSE:ECG) is a contracting services company operating through its Electrical
Quick Read - Medicare's IRMAA surcharge can add nearly $12,000 per year to a retired couple's costs based on income earned two years earlier. - Mandatory RMDs starting at 73 count fully toward MAGI and can push even modestly situated retirees into an unexpected IRMAA bracket. -...</strong
Quick Read - When hyperscalers cut costs, custom ASICs beat GPUs on efficiency, a dynamic that benefits Broadcom, which controls over 60% of the high-end AI silicon market. - AVGO trades at a 20x forward P/E with 15 consecutive years of dividend growth, versus AMD's 175x... <
A broader AI correction has gripped the stock market, resulting in high-growth companies trading at compelling valuations. Broadcom (NASDAQ: AVGO) was approaching $500 per share earlier in the year, but has now dropped by more than 20% from its all-time high The AI
Turnium Technology on Monday said it expects preliminary fiscal third-quarter revenue of C$7.2M to C$7.4M, in line with its guidance and near analysts' estimate of C$7.3M. - The company expects an adjusted EBITDA loss of C$1.2M to C$1.4M, narrower than analysts' estimate of a...<
TMX Group (X:CA) (TMXXF) stock rose 1.8% Monday morning in Toronto trading after the operator of the Toronto Stock and Venture exchanges was upgraded to Outperform from Sector Perform at the National Bank of Canada. Analyst Jaeme Gloyn likes the To ensure this doesnât happ
Quick Read - D-Wave (QBTS) surged 7% on an AT&T deal delivering a 240x network speedup, lifting IonQ (IONQ) 12% in a sympathy move. - After today's bounce, QTUM is up 29% year to date, while pure-play quantum names remain down anywhere from 16% to 29%. - D-Wave trades at a...
Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here Small-cap equities experienced strong gains in the second quarter, primarily driven by companies asso
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