Why This Might Still Be a Long-Term Winner
Leonardo DRS is one of those under-the-radar defense companies powering some of the most advanced military systems in the world. From sensors and tactical computing to ruggedized networking gear and combat vehicles, DRS builds much of the U.S. military’s digital backbone.
Shares are up more than 20% over the past year but have slipped nearly double digits since Q3 earnings.
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The Monopoly Behind AI Chips
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,
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Is Monday THE Operating System for Work?
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,
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The Giant at the Intersection of AI, Networking and Software
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,
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Is IonQ’s Meteoric Rise a Breakthrough or Bubble?
IonQ has become one of the hottest names in quantum computing. The Maryland-based firm is pioneering trapped-ion technology, which uses charged atoms to process information in ways classical computers can’t.
Since its 2021 debut, IonQ’s stock has rocketed roughly 450%, including nearly 300% over the past year. Such explosive gains raise a tough question of whether IonQ the future of computing,
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Read MoreThe Ivy
1 Infrastructure Specialist That’s Suddenly on Sale
Once investors saw how fast CoreWeave revenues were accelerating, hesitation disappeared. Shares didn’t just climb, they exploded, rising more than 4x in a matter of weeks.
That kind of surge rarely lasts forever, and over the past month CoreWeave has given back roughly 35%. The pullback has left investors wondering whether something fundamental has changed or whether this is simply the kind of temporary reset that follows massive gains.
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Read MoreThe Spotlight
Costco’s Secret Profit Engine
Beneath the surface, Costco isn’t just about cheap gas, hot dogs, and fancy electronics, but the financial engine is far less obvious, and far more powerful than most casual shoppers realize.
If you’re thinking about buying Costco stock, understanding these three fundamentals could change how you see the company’s long-term investment case.
Key Points
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Annual fees generate the majority of net income,
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Read MoreThe Daily
Trump offers farmers $12-billion bailout to offset pain from trade war
Austin Rohlfing harvests soybeans on his family’s field Wednesday, Nov. 5, 2025, near Boonville, Mo.
Charlie Riedel/AP
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Charlie Riedel/AP
President Trump has announced a $12-billion bailout plan for farmers,
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