Micah Zimmerman

This under-the-radar healthcare stock just made its biggest acquisition ever -- and it could easily outperform many of Wall Street's favorite names.

Forget Nvidia. The AI memory boom is creating massive winners, and this soaring ETF could be on track for a stock split before the year is over.

SpaceX's $25 billion bond sale confirmed strong institutional demand but also highlighted the debt burden and execution risks that have pressured the stock since its IPO.

Wall Street's biggest IPO cycle in history probably won't crash the market, but it could force investors to rethink their AI portfolios as billions rotate into SpaceX, Anthropic, and OpenAI.

Fox's $22 billion acquisition of Roku could reshape streaming distribution, but investors are questioning whether the debt-fueled price tag is worth the risk.

Intuitive Machines' revenue growth, billion-dollar backlog, and NASA relationships suggest the business is stronger than the share price implies.

Rocket Lab, RTX, and Palantir offer three different ways to gain exposure to space, defense, and military AI.

AMD's MEXT acquisition is an efficiency upgrade for data centers, not a disruption to the AI memory market.

SpaceX's Starfall test flight highlights a potentially massive future market in military logistics and orbital manufacturing, but it doesn't resolve the debate over the stock's valuation.

Three beaten-down consumer growth stocks -- Dutch Bros, Chipotle, and Cava -- could turn a modest investment into a powerful long-term compounding opportunity for patient investors.

Nike's turnaround is gaining momentum.

Accenture stock has been cut in half, but record AI demand and billions in free cash flow suggest the market may be pricing in more doom than reality.

SpaceX just pulled off a huge IPO ever and immediately went back to borrow $25 billion more -- here's what that tells you about the bet Musk is actually making.

SpaceX may be grabbing headlines, but these four aerospace and defense companies are already generating the profits, cash flow, and backlog that investors ultimately pay for.

Tesla and SpaceX remain extraordinary companies, but at current valuations, investors are being asked to pay today for outcomes that are still years away from being proven.

As massive data center demand reshapes the digital memory industry, Micron and SK Hynix stand at the center of a powerful long-term growth trend.

The bigger opportunity in quantum computing may be in companies building the infrastructure and security to make a quantum future possible.

SpaceX may be the leader in space, but its recent stock volatility highlights the growing gap between a world-class business and a valuation investors are willing to support.

These two under-the-radar infrastructure leaders are already powering the physical AI revolution happening today.

Lennar's decade-low home prices reveal how builders are adapting to America's affordability crisis, and why investors should pay attention.