Close
Oct 16, 2026
Great businesses. Opportunities worth your attention. Discover our investment ideas, understand the price and stay close to what moves the market.
Persistent price pressure and weakening services activity strengthen the case for resilient household spending. Friday’s rotation rewards that business logic, even as artificial-intelligence demand remains strong.
Read our takeThe businesses we selected, the case behind them and how they have performed since.
Broadcom was turning complex chip design and enterprise infrastructure into substantial operating profit and cash. That is the kind of earnings engine we love. We picked it when that business strength met an attractive entry opportunity, bringing a compelling company and a timely price together.
Micron’s profit surge was turning into real cash after factory investment. We love an earnings engine that gives a business room to fund its own future. That financial strength, together with an attractive entry opportunity at selection, made Micron a pick we could get excited about.
McDonald’s gave us an earnings engine to get excited about: recurring rents and royalties, with franchisees doing much of the daily operating work. Strong cash generation made the business compelling, and the share-price pullback created the entry opportunity we wanted. That combination is why we picked it.
Go beyond the ticker. See what we like, where the opportunity lies and what deserves a closer look.
Micron makes memory and storage chips.
We like Micron’s place at the heart of the digital world. Its chips serve data centers, phones, consumer devices, vehicles and industrial equipment. The exciting opportunity is to turn that broad reach into a durable engine of manufacturing strength and cash generation.
Seagate makes hard disk drives and storage solutions for enterprise and consumer customers.
We like Seagate’s ability to turn storage engineering into products it can manufacture itself. Its strongest opportunity is to put advanced storage technology into customers’ evolving systems, with nearline drives at the heart of that push. This is a tangible industrial business with a compelling role in storing the data customers need.
Broadcom supplies computing and networking chips alongside virtualization, infrastructure and security software.
Broadcom is firing on compelling engines: custom accelerators, networking and infrastructure software. Revenue growth is arriving with stronger operating profit and cash generation. We like a business that can turn specialized engineering and deeply useful software into real earnings without matching every sales increase with heavy factory spending.
The latest company research, earnings results and market moves, with the business context that matters.
The completed session for AST SpaceMobile: price performance, market comparison and trading activity.
A weaker economic backdrop raises questions about advertising demand, while Meta’s spending keeps the focus on how much profit reaches cash.
Concerns about funding AI infrastructure put Broadcom’s chip demand in focus as semiconductor shares sold off.
Rocket Lab’s Neutron delay puts development execution in focus, while its established launch and space hardware businesses remain important sources of revenue.
Broadcom’s exposure to custom computing and networking keeps AI spending central to its outlook, even as semiconductor shares retreat.
Arista’s exposure to cloud and AI infrastructure spending remains central to its outlook, but that opportunity did not shield its shares from a selective selloff.
Find the companies turning growth into stronger results. We bring the business into focus, so you can see what makes it stand out.
A great business still needs the right price. Analyst targets and our market comparison help put the opportunity in perspective.
Build your watchlist. Follow prices, new research and the stories that matter to the companies you care about.
Save the companies you care about and make your next visit count. Your watchlist goes with your account.