U.S. Market Community

A new push from Washington to speed up approvals for big data-centre builds could land right in IREN’s lap, since it’s already lining up large sites in Texas powered by renewable energy. The big question is whether it can execute fast enough to justify today’s high expectations as it shifts from bitcoin mining toward selling computing power for AI.Read more

Rigetti is starting to look less like a science project and more like a real supplier, with early signs that customers are actually buying its quantum machines and using its cloud access. The catch: the company is still burning cash and has to hit tough technical goals, so even small stumbles could hit confidence fast.Read more

AMD is trying to close the gap with Nvidia in the race to power artificial intelligence, helped by new data-center chips that aim to offer strong performance at a better deal for big buyers. The big question is whether AMD can deliver and win adoption fast enough before Nvidia pulls further ahead—or the market mood turns.Read more

A major global energy shock is pushing more countries to rely on American oil and gas, and the pipelines and export terminals that move it could be the quiet winners. This view focuses on a fund of “toll booth” businesses that get paid when energy flows, while flagging what could derail the upside.Read more

I'm not an expert in this field, so I use Copilot to gather information and automate reports. If you notice any inconsistencies that I missed, please let me know so I can revise the model.Read more

Rating: Speculative Buy / Premium-priced quantum leader Style: Deep-tech platform with commercial momentum, but still pre-profit Core debate: Is IonQ the strongest public quantum platform because it combines the best balance sheet, the broadest product ambition, and the fastest current revenue scale, or is the stock already discounting too much future success in a still-unproven industry? Executive view The company just reported Q1 2026 revenue of $64.7 million , raised full-year revenue guidance to $260–270 million , and ended the quarter with Remaining Performance Obligations (RPO) of $470 million.Read more

AppLovin’s AXON ad engine is moving beyond mobile gaming into online retail, a shift that could open a much bigger pool of customers if it works. The key moment is a new self-serve launch that could prove whether this expansion drives the next leg of growth—or exposes the company’s heavy debt and big price swings.Read more

Originally posted on the Woodworth Contrarian Fund Website here: https://www.woodworth.fund/news/less-drama-more-ketchup Kraft Heinz is not suddenly a glamour stock, and that is precisely what makes it interesting. The first-quarter update did not offer some miraculous reinvention; instead, it offered something much more useful: evidence that the company is still throwing off cash, still protecting the dividend, and finally spending more time building brands than contemplating corporate dismemberment.Read more

Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.Read more