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Latest reporting and analysis by Dr. Emil Thompson PhD.
ADTRAN executives at the Needham Growth Conference highlighted strong optical demand, an $800M annual Huawei replacement opportunity in Europe, and progress on profitability and balance sheet goals.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. The letter highlighted Taiwan Semiconductor Manufacturing Company as a key contributor, citing strong stock performance and demand for compute.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. Alphabet Inc. was highlighted as the top performer, with the fund commenting on its earnings and AI potential.
Marex Group plc shares traded at $38.99 on January 13. A bullish thesis from MOI Global Equity Research notes its P/E ratios and growth driven by organic initiatives and M&A.
L1 Capital released its 2025 fourth-quarter investor letter, reporting a 9.8% annual return and detailing its investment in HCA Healthcare, which saw a 55% share price gain in 2025.
Microchip Technologies stock has risen over 32% in the past year, buoyed by AI and memory trends. The company recently reported strong quarterly earnings and was named a key outperformer by Mizuho for 2026.
Bank of America analyst Justin Post maintained a Buy rating on Amazon with a $303 price target, noting potential AI sentiment improvement by 2026 driven by AWS capacity growth and Rufus usage.
Crude oil and gasoline prices rose sharply on Tuesday, reaching multi-week highs due to geopolitical tensions, supply disruptions from drone attacks, and supportive factors like Chinese demand and commodity index rebalancing.
Daniel Newman, CEO of The Futurum Group, has named five technology stocks he expects to lead the market by 2026.