Sector: IT Industry: Computer hardware and peripherals Market Capitalization: 18.7b (mid cap) Major Competitors: Super Micro Computer Inc. (SMCI) operates in a highly competitive market for high-performance computing (HPC) systems, data center hardware, and server solutions.Read more

Hims & Hers is betting that more people will use online care for everyday needs, from weight and sexual health to newer areas like menopause and testosterone support. The upside comes from expanding into new services and new countries, but tougher rules and rising costs could make that growth bumpier than it looks.Read more

Alphabet leans on search and digital ads for most of its business, and the view here is that this engine stays steady even as the hype around new chatbots cools. The bigger story is whether Google Cloud and careful, “thoughtful” AI rollouts inside products like Search and Workspace can add new growth without blowing up costs.Read more