The Burst

SoundHound AI has been one of the market’s more surprising winners in the AI boom. The conversational AI technology has found its way into restaurants, cars, healthcare systems, and even financial institutions.

Over the past year, the stock has soared nearly 3x as revenue growth has consistently blown past expectations.

But revenue growth alone doesn’t pay the bills and while analysts loves a good growth story,

 » Read more about: This AI Darling Doubled Revenue, So Why Aren’t Profits Showing Up?  »

When an apparel brand starts showing signs of stress, sales sliding, margins crumbling, losses mounting, the Street doesn’t hesitate to slap the “dying business” label on it.

That’s why it might surprise some investors that Lululemon doesn’t actually fit that description right now. In Q2, sales rose, margins held within historical ranges, and earnings only marginally dipped.

 » Read more about: Is Lululemon Losing Its Shine, or Just Catching Its Breath?  »

It didn’t take long for Figma to go from Wall Street’s darling to one of its biggest disappointments.

After a blockbuster debut this summer, the stock has been sliding steadily, leaving many early investors deep in the red. But is the sell-off a warning sign, or has the market simply overreacted?

Key Points

• Figma grew revenue 41% year over year and turned a $178 million cash burn into $62.5 million in positive operating cash flow,

 » Read more about: Is Figma’s Stock a Falling Knife or a Hidden Bargain?  »

Alphabet (NASDAQ: GOOGL) is already a giant, but it may still be in the early innings of its growth story. With a market capitalization hovering just shy of $3 trillion, it is within striking distance of becoming the world’s next $4 trillion stock.

What makes this more than just speculation is that several potential roadblocks have recently cleared,

 » Read more about: Could Alphabet Become the World’s Largest Company  »

Instead of building Jetsons-style flying cars, Archer is focused on eVTOLs, electric vertical take-off and landing aircraft.

These battery-powered machines seat four passengers, can travel at speeds up to 150 miles per hour, and are designed to fly with less noise and turbulence than a traditional helicopter.

While they won’t end traffic jams on the ground,

 » Read more about: A Flying Bet on the Future of Urban Mobility  »

Chipmakers, cloud giants, and software platforms are all basking in the AI spotlight. But there’s a truth hiding beneath the frenzy, which is that none of this technology can function without massive amounts of electricity. And that’s where Dominion Energy steps in.

Key Points

• AI will triple U.S.

 » Read more about: The AI Gold Rush Has an Overlooked Winner  »

Most investors think they need to hunt down small, speculative companies to ride the artificial intelligence wave. But the truth is, one of the best AI plays has been sitting in plain sight all along, Alphabet.

AI is here to stay, and Alphabet may be the most complete way to gain exposure.

Key Points

• Alphabet builds chips,

 » Read more about: 1 Overlooked AI Monster  »

If you want to understand the real bottleneck in semiconductors, it isn’t wafers, fabs, or even chip designers like Nvidia. It’s the machines that etch impossibly small patterns onto silicon. And in that game, there’s just one winner, ASML.

ASML isn’t just another chip equipment supplier. It has something no one else on Earth can build,

 » Read more about: The Monopoly Behind AI Chips  »

Monday.com sits right in the middle of this transformation, and if management gets its way, it won’t just be a participant. It wants to be the work operating system for the modern enterprise.

For companies running cross-functional projects, think engineering, sales, marketing, and operations all under one roof, Monday offers a centralized dashboard where tasks can be assigned automatically,

 » Read more about: Is Monday THE Operating System for Work?  »

Broadcom isn’t just another chipmaker riding the semiconductor cycle, it’s a carefully assembled portfolio of some of the stickiest, most profitable businesses in tech.

At its core, Broadcom has mastered the art of acquisition, folding niche leaders into its empire, stripping out inefficiencies, and using the resulting free cash flow to fuel dividends,

 » Read more about: The Giant at the Intersection of AI, Networking and Software  »