OKLO's volatile microreactor ambitions and D's steady nuclear backbone offer a stark contrast as both vie for a growing clean-power future.

Vistra remains a Hold as the stock's upside is balanced by significant risks and a valuation that already prices in strong execution. VST's strengths include a diversified power generation portfolio, recent acquisitions, and exposure to rising U.S. electricity demand, but operational setbacks and high debt add risk. Current valuation reflects optimism, leaving little room for error; any project missteps or regulatory changes could drive the stock lower.

Corporación América Airports has delivered strong Q3 2025 results, driven by passenger growth, higher unit revenues, and expanding EBITDA margins. CAAP's international and domestic traffic both grew, with notable strength in Argentina and Armenia, supporting robust revenue and margin expansion. I am revising my rating from strong buy to buy, reflecting lower EBITDA and free cash flow expectations for 2025-2026 and a slightly overvalued current multiple.

CRM's Q3 performance is anticipated to reflect the benefits of the increasing adoption of generative AI-enabled solutions and continued digital transformation.

Beam's broad early-stage pipeline and recent study progress take center stage as investors weigh its potential against rival NTLA's prospects.

The reason for my previous (skeptical) stance on FSCO was that I saw a clear case for FSCO's valuation converging closer to that of discounted BDC level. The thesis has worked out so far. Yet, given the Q3 details and FSCO's weak portfolio properties, I remain confident that there is still some decent downside left.

The long US stock market rally may be on the verge of a shift, with earnings growth finally starting to spread beyond the tech giants that have carried the S&P 500 for the past three years, according to Deutsche Bank's 2026 outlook. The bank thinks the index could hit 8,000 by the end of 2026, delivering mid-teens returns from here.

CleanSpark's faster growth, lower valuation and AI-HPC pivot give it an edge over Strategy in this Bitcoin-linked matchup.

A longtime holding in many of our small-cap funds, Shift4 is a U.S. company that provides payment processing solutions for hospitality, retail and e‑commerce businesses. Five-Star is an Indian company that provides small-business and mortgage loans to eligible borrowers to meet their business and personal needs. Modine has experienced substantial growth from its data-center business, which likely played a role in driving the stock higher.

OPEC+ is likely to leave oil output levels unchanged at its meetings on Sunday and to agree on a mechanism to assess members' maximum production capacity, two delegates from the group and a source familiar with OPEC+ talks told Reuters.

CRCL's Arc Network enters public testing with 100+ major partners, positioning Circle for a potential leap in internet-finance growth.

Shares of Amazon.com Inc. NASDAQ: AMZN have spent the past two weeks under pressure, sliding from record highs near $260 at the start of the month to almost $215 last week. The good news for investors is that despite that sharp move, the stock hasn't broken any key technical levels, and momentum is already improving.

CVX's first power project in West Texas marks a strategic shift toward powering global data centers as AI-driven energy demand accelerates.

MDLZ posts a strong Q3 but trims its outlook as retailer destocking, soft Europe demand and tariff uncertainty cloud near-term momentum.

The Dividend Harvesting Portfolio is positioned for long-term growth, benefiting from a lower rate environment and the ongoing A.I. revolution. Despite NVDA's stellar earnings, market volatility persists due to rising unemployment and uncertainty around Fed rate cuts, highlighting recession risks. Weekly additions include GPIQ, AMLP, and STWD, focusing on high-yield, income-generating assets while maintaining sector diversification and risk mitigation.

With a little more than a month left in this fiscal year, many investors are looking to rebalance their portfolios and reposition their holdings for what could be a more volatile year ahead.

Amazon is the only Mag‑7 stock badly lagging this year, yet its AI and AWS fundamentals keep strengthening, setting up an appealing 2026 rotation candidate in my view. Q3 delivered another double‑beat, with revenue up ~13% and EPS up ~36%; AWS backlog hit $200 billion, and AI workloads are growing roughly three times faster than core cloud. I see Amazon's full‑stack AI approach - Trainium chips, Bedrock platform and Nova models - reducing GPU dependency, sharpening unit economics and positioning AWS as a differentiated AI infrastructure leader.

The recent artificial intelligence (AI) sell-off has created attractive entry points in names ranging from chipmakers to data center operators. Infrastructure plays like CoreWeave and Nebius have pulled back sharply despite locking in tens of billions in hyperscaler contracts.

Strong demand for Nvidia's AI accelerators continues to drive impressive revenue and earnings growth. Investors can expect the company's data center business to keep expanding over at least the next five quarters.

I am listening to my own advice and buying SoundHound after the much-needed -47.5% meltdown from recent heights, given the improved margin of safety and recent bounce at $11s. SOUN now trades at a more attractive EV/Sales multiple, with the $1.2B booking backlog providing great insights into its multi-year high-growth cadence. The company's acquisition strategy accelerates innovation and cross-/upselling opportunities, albeit with near-term gross margin headwinds pending improved synergy.