NEWS
Alphabet's 5-Year Outlook: AI Infrastructure Bets and Cloud Acceleration Could Drive Continued Growth
Alphabet plans $180B-$190B in 2026 capex as AI drives Google Cloud revenue up 63% YoY. A look at where GOOG could stand by 2031.
·4 min read
R
Rachel Goldstein
Financial Writer at InvestorStack
107 articles
Articles by Rachel Goldstein
NEWS
Redwire (RDW) Has Gained 80% in 2026 — Here's What's Driving the Rally
Redwire (NYSE: RDW) has surged 80% in 2026, driven by SpaceX's IPO buzz, a $1.1B Pentagon drone program, and strong Q1 revenue growth of 58%.
·4 min read
NEWS
Three Software Stocks Struggling to Justify Their Valuations in 2026
Commerce, Health Catalyst, and Teradata are drawing scrutiny as weak ARR growth, shrinking margins, and sluggish billings raise questions about their valuations in 2026.
·4 min read
NEWS
Wall Street's Mixed Signals: Three Stocks Defying Analyst Consensus
Analysis reveals disconnect between Wall Street consensus and business fundamentals across three stocks, highlighting potential market inefficiencies and investment opportunities.
·3 min read
NEWS
Micron's Upcoming Earnings Report: Why Gross Margin Could Define Stock's Future
Micron Technology reports Q3 earnings June 24. With shares up 244% in 2026, gross margin data will reveal whether the company's exceptional pricing power remains intact.
·4 min read
NEWS
SoFi Technologies Faces Major Disconnect Between Business Growth and Stock Performance
SoFi Technologies stock has declined 50% despite 41% revenue growth and record loan volumes, creating a significant disconnect between business performance and market valuation.
·3 min read
NEWS
Space Economy Opportunities Beyond the SpaceX IPO Frenzy
While SpaceX prepares its $75 billion IPO, existing space companies like Rocket Lab, Planet Labs, and L3Harris offer immediate investment opportunities in the expanding space economy.
·3 min read
NEWS
Viasat Shares Surge 18% on Major U.S. Space Force Satellite Contract Win
Viasat stock jumped 18.2% after winning a $219 million U.S. Space Force contract to build tactical satellites, with potential for $4 billion in future awards under the PTS-G program.
·3 min read
NEWS
Restaurant Sector Rallies as Inflation Data Shows Food Costs Under Control, World Cup Boost Expected
Kura Sushi and Yum China lead restaurant stock rally as May inflation data shows contained food costs, while FIFA World Cup creates additional traffic catalyst for sector.
·3 min read
NEWS
EDA Software Leader Cadence Outshines Healthcare Giants in Profitability Analysis
Analysis reveals Cadence Design Systems' 28.3% operating margin outperforms Chemed and Markel Group, highlighting how software business models drive superior profitability.
·4 min read
NEWS
Vanguard Total Stock Market ETF: A Comprehensive Look at VTI for Long-Term Portfolios
VTI offers comprehensive U.S. market exposure with nearly 3,500 holdings and ultra-low 0.03% fees, delivering 294% returns over the past decade while trading near record highs.
·4 min read
NEWS
AI Chip Stocks Face Selling Pressure as Broadcom Forecast Disappoints: Market Volatility Creates Value Opportunities
AI chip stocks face selling pressure after Broadcom's guidance disappointed investors, but industry leaders maintain optimism about long-term AI growth prospects.
·4 min read
NEWS
Meta Platforms Shows Compelling Valuation Despite Strong AI Growth Trajectory
Meta Platforms delivers 33% revenue growth while trading at attractive valuation metrics despite major AI investments and promising augmented reality initiatives.
·3 min read
NEWS
Memory Chip Shortage Creates Investment Opportunities in AI Infrastructure Stocks
Memory chip shortages from AI demand boom create exceptional growth opportunities for semiconductor manufacturers and cloud computing providers.
·3 min read
NEWS
Dollar General's Rocky Recovery and the Dark Side of Short-Selling Research
Dollar General's mixed earnings highlight turnaround challenges while Andrew Left's fraud conviction raises questions about short-selling research practices and market transparency.
·4 min read
NEWS
Nvidia's Path to $10 Trillion Market Cap: Analyzing the GPU Giant's Growth Trajectory
Analysis of Nvidia's potential path to $10 trillion market cap, examining AI infrastructure spending, revenue projections, and growth timeline factors.
·4 min read
NEWS
Three Banking Stocks Facing Headwinds in Current Market Environment
Banking sector underperforms S&P 500 as three major institutions face operational challenges, growth headwinds, and declining efficiency metrics in current market environment.
·4 min read
NEWS
StockStory Highlights Two Promising Value Plays While Warning Against One Risky Stock
Investment research firm StockStory identifies Upstart and Blue Bird as compelling value opportunities while warning against Enova due to margin pressure and high debt levels.
·4 min read