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2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center

Two AI leaders are positioned to capitalize as growth shifts from cloud infrastructure to real-world applications. NVIDIA brings scale and staying power, while SoundHound AI offers a higher-risk, higher-reward software story.

Jul 6, 2026

Broadcom and OpenAI Unveil Jalapeño: An Early Step to Massive AI Growth Potential

Jalapeño marks a major milestone in Broadcom’s partnership with OpenAI, bringing the companies one step closer to a potentially massive AI revenue stream. While sales may not ramp meaningfully until 2027, the long-term opportunity could be transformative.

Jul 5, 2026

Gold and Silver Recovery—3 Precious Metals Stocks for H2 2026

Central bank buying and silver’s industrial demand are setting up a potential rebound in precious metals. Here are three stocks to watch as gold and silver recover in the second half of 2026.

Jul 4, 2026

Shorting the Grid: Bloom Energy’s $25B AI Power Play

As AI data centers race to bypass grid bottlenecks, Bloom Energy and Brookfield are scaling a $25 billion off-grid power partnership built for the next wave of infrastructure demand. Bloom’s explosive growth may keep the stock volatile, but it’s also fueling one of the market’s hottest AI power plays.

Jul 3, 2026

AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?

Nebius’ valuation has sparked AI-stock jitters, but its revenue growth, backlog, and major contracts still keep the long-term thesis intact. The real debate is whether the recent pullback is a warning sign or a buying opportunity.

Jul 2, 2026

The Quantum Bubble Is Real Enough to Take Seriously

Quantum computing is real, but the stocks may be getting ahead of the science. Here’s why valuations, cash burn, and competition could decide which names survive the hype.

Jul 1, 2026

Is OpenAI’s IPO Delay a Warning for AI Investors?

OpenAI’s rumored IPO delay is rattling AI stocks and raising fresh doubts about sky-high valuations. But the real question is whether this is a temporary pause—or an early warning of broader trouble for the AI boom.

Jun 30, 2026

SpaceX Has Real Value—But These 3 Stocks Have Better Odds Right Now

Altimetry Research says SpaceX is worth plenty—but not enough to justify chasing it at today’s price. Here are three stocks with stronger fundamentals and better upside potential right now.

Jun 29, 2026

3 Waste Stocks Turning AI Investments into Growth

AI isn’t just fueling data centers—it’s helping waste companies automate, cut costs, and boost margins. Here’s why Waste Management, Republic Services, and Casella Waste could be smarter ways to play the AI boom.

Jun 28, 2026

MDA Space Targets US Defense Market With $620M Acquisition

The Blue Canyon deal opens a direct path into the U.S. defense market, adding a $3.5 billion pipeline and sharpening MDA Space’s cross-border growth story. A fresh Canadian Space Agency contract also helps refill backlog and strengthen revenue visibility through the decade.

Jun 27, 2026

Microsoft Solves AI’s Biggest Bottleneck With Chevron Deal

A 20-year Chevron power deal gives Microsoft the electricity it needs to scale AI infrastructure without waiting on the grid. The move could lock in lower costs, protect Azure margins, and strengthen Microsoft’s lead in the AI race.

Jun 26, 2026

The SpaceX Sell-Off May Be More Than a Market Overreaction

A closer look suggests the sell-off may reflect real concerns about dilution, debt, and SpaceX’s shift away from its core aerospace business. Investors may be rethinking whether the company still deserves its sky-high valuation.

Jun 25, 2026