BYD’s Profits Rebounded. These 2 Questions Will Decide What Comes Next.
BYD had an important third quarter that brought investors relief on the top and bottom lines, but here are two important questions to ask.
Rivian’s Deliveries Jumped 58%. Why Didn’t Gross Profit Follow?
Don't hit the panic button yet! There are a couple of reasons Rivian's automotive gross profit deteriorated despite a spike in deliveries.
GE Vernova’s Backlog Hit $197 Billion and the Stock Fell Anyway. Here’s What a $10,000 Investment Could Be Worth by 2030.
GE Vernova's backlog is large and supports predictable future revenue. However, there is a range of outcomes for its future valuation based on the sustainability of order flows through 2030.
Why AAON Stock Popped Today
Effective heat control systems are an increasingly vital component of the AI boom.
2 Reasons AMD Can Still Outperform by 2030
After a pullback, AMD’s agentic AI CPU demand and multiyear GPU runway give it a path to beat the market through 2030.
Hyperscalers Are Projected to Spend $1.3 Trillion on Capex in 2027. Here’s the 1 Industrial Stock That Gets Paid Before a Single AI Token Is Sold.
Eaton gets paid before AI generates a dime.
CoreWeave Delivers Another Blowout Quarter. Is It Enough To Save the AI Trade?
CoreWeave topped estimates, but balance sheet worries linger.
