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Don’t Get NVIDIA’s Reflection AI Interest Wrong: Its Moat Could Deepen

Oct 16, 2026

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3 min read

Don’t Get NVIDIA’s Reflection AI Interest Wrong: Its Moat Could Deepen

NVIDIA’s potential Reflection AI deal could expand its reach across the AI stack, reinforcing its hardware moat while raising fresh regulatory questions.

A Silent Winner: Texas Instruments Anchors the AI Supercycle

Oct 15, 2026

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3 min read

A Silent Winner: Texas Instruments Anchors the AI Supercycle

As AI data centers strain the grid, Texas Instruments is supplying the power-management chips that keep them running—and building a lower-cost manufacturing engine to support long-term growth and dividends.

5 Retail Picks to Watch as the Holiday Shopping Season Nears

Oct 14, 2026

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3 min read

5 Retail Picks to Watch as the Holiday Shopping Season Nears

With the retail sector trailing the broader market, a select group of companies is showing standout momentum and improving fundamentals. Here are five stocks to watch as holiday sales heat up.

ARTICLES

Don’t Get NVIDIA’s Reflection AI Interest Wrong: Its Moat Could Deepen

Oct 16, 2026

Don’t Get NVIDIA’s Reflection AI Interest Wrong: Its Moat Could Deepen

A Silent Winner: Texas Instruments Anchors the AI Supercycle

Oct 15, 2026

A Silent Winner: Texas Instruments Anchors the AI Supercycle

5 Retail Picks to Watch as the Holiday Shopping Season Nears

Oct 14, 2026

5 Retail Picks to Watch as the Holiday Shopping Season Nears

Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next

Oct 13, 2026

Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next

Is Synopsys Back from the Dead? EDA Leader Inks Deals With Amazon and OpenAI

Oct 12, 2026

Is Synopsys Back from the Dead? EDA Leader Inks Deals With Amazon and OpenAI

Microsoft Is Almost Back to $555—Now the Hard Part Begins

Oct 11, 2026

Microsoft Is Almost Back to $555—Now the Hard Part Begins

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