Breaking research
2 ideas from this batch
Published 2026-07-17T01:31:14.463508Z
Ideas in this batch
AI backbone companies crushing earnings while chip stocks panic — buy the AMD and ASML dip
The fundamental backbone of the AI boom is proving extremely profitable, with TSMC reporting a 77% profit jump and ASML raising its guidance. Yet, fear is causing a blind selloff in related chipmakers like AMD, Broadcom, and Intel. This pan
Inflation cools, growth stocks catch a bid — ride the tech rally
Traders were bracing for the Federal Reserve to raise interest rates again, which usually hurts fast-growing companies by making borrowing more expensive. However, the latest consumer inflation report showed price increases cooling signific