NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Deepens CoreWeave Ties And Unveils Earth-2 AI Weather Platform

NVIDIA (NasdaqGS:NVDA) is investing $2b in CoreWeave to support an AI infrastructure buildout targeting over 5 gigawatts of data center capacity by 2030. The company is expanding its collaboration with CoreWeave to supply AI compute for enterprise customers. NVIDIA also launched Earth-2, an open AI weather and climate modeling platform aimed at broadening access to advanced forecasting tools. NVIDIA, trading at $191.13, has seen very large multi year share price gains, including a 59.2%...
NYSE:MGM
NYSE:MGMHospitality

Assessing MGM Resorts (MGM) Valuation After Las Vegas Strip Gaming Revenue Declines And Balance Sheet Concerns

Recent data showing a second consecutive month of Las Vegas Strip gross gaming revenue declines is drawing attention to MGM Resorts International (MGM) because of its heavy Strip exposure, leveraged balance sheet, and distress-zone Altman Z-Score. See our latest analysis for MGM Resorts International. The recent Las Vegas Strip revenue softness and MGM's balance sheet risks come against a mixed price backdrop, with a 30 day share price return of an 8.08% decline contrasting with a 90 day gain...
NYSE:RERE
NYSE:RERESpecialty Retail

Diverging Analyst Calls and New Institutional Interest Might Change The Case For Investing In ATRenew (RERE)

In recent days, ATRenew received an analyst upgrade from Wall Street Zen to a “strong-buy” rating, while Weiss Ratings reaffirmed its “hold (c-)” stance, alongside fresh activity from institutional investors and hedge funds. This mix of stronger analyst conviction and rising institutional interest highlights a growing divergence in professional views on ATRenew’s prospects. Next, we’ll examine how the analyst upgrade and shifting institutional interest shape ATRenew’s investment narrative...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

MaxLinear Leans On Infrastructure For Next Phase Of Revenue Growth

MaxLinear (NasdaqGS:MXL) expects its infrastructure segment to become the main revenue driver in 2026. Growth is centered on data center optical interconnects and storage accelerators. The Keystone PAM4 DSP family is slated for a significant ramp-up, supported by multiple new product wins. This shift points to a business mix that leans more heavily toward infrastructure-related products. If you follow MaxLinear, you are now looking at a company that is putting infrastructure at the center...
NYSE:NOC
NYSE:NOCAerospace & Defense

Record Backlog and New Defense Awards Could Be A Game Changer For Northrop Grumman (NOC)

Northrop Grumman recently reported its full-year 2025 results, with revenue rising to US$41.95 billion and net income reaching US$4.18 billion, alongside solid quarterly outperformance and a record backlog above US$95 billion fueled by substantial new defense awards. Complementing these results, the company advanced key technologies such as its SMART Demo solid rocket motor and secured a US$233 million advanced lightweight torpedo contract with the US Navy and Australian Defense Force,...