Aug 16, 2026 by Rick OrfordNvidia vs. Meta: Is Custom Silicon a Critical Threat to Nvidia's AI Moat?Nvidia and Meta are attacking artificial intelligence from opposite ends. Discover where each moat is strongest, what could weaken it, and why this battle may produce two winners.
Aug 16, 2026 by Daniel SparksAdobe Trades at 10 Times Next Year's Earnings. Is It Finally Time to Buy the Stock?A multiple this low usually means the market smells decline -- yet the latest quarter set records.
Aug 16, 2026 by Jonathan PoncianoAn AppFolio Insider Has Been Selling for Weeks. Here's What to KnowDuca has been steadily selling shares since early July.
Aug 16, 2026 by Jonathan PoncianoAn AppFolio Insider Sold on a Preset Plan After Earnings. Here's What to KnowEvan Pickering's automated sale of 661 shares represents 10% of his direct Class A common stock holdings, executed under a pre-scheduled Rule 10b5-1 plan established in Marc.
Aug 16, 2026 by Chris NeigerSatya Nadella's Microsoft Stock Jumped 18% in a Week After Azure's Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy?Microsoft's successful AI strategy has legs.
Aug 16, 2026 by Jonathan PoncianoAppFolio's AI Clears a Quarter of Maintenance Requests. Here's What an Insider Filing ShowsBarat disposed of shares tied to RSU vesting, reducing her direct holdings by 6%.
Aug 16, 2026 by Jonathan PoncianoShould You Read Anything Into AppFolio's CFO Parting With Stock? Here's What to KnowRestricted stock unit vesting triggered automatic share withholding to cover tax obligations for this executive.
Aug 16, 2026 by Jonathan PoncianoAppFolio's CEO Had Shares Withheld for Taxes. Here's What to KnowThis filing details a non-discretionary tax withholding sale, reducing the CEO of AppFolio's direct common stock holdings by 5%.
Aug 16, 2026 by Justin PopeSatya Nadella's Microsoft Stock Jumped 18% in a Week After Azure's Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy?Just like that, Microsoft goes from lame to flame after a difficult stretch throughout 2026.
Aug 16, 2026 by Brett SchaferShould You Buy Meta Platforms Stock Below $600 Before Mark Zuckerberg Unveils Its AI Cloud Business? Here's My Honest TakeThe company is making risky bets on artificial intelligence, but that may be undervaluing the stock.
Aug 16, 2026 by Marc GubertiNebius' Contracted Power Guidance Continues to Surge. Here's What That Means for the Stock.The neocloud company is scaling its gigawatt portfolio quickly.
Aug 16, 2026 by Keithen DruryHistory Says This Is What Will Happen to Nvidia Stock After Aug. 26The GPU leader is trading at a low valuation level ahead of its Q2 earnings report.
Aug 16, 2026 by Adam SpataccoSundar Pichai Raised Alphabet's Capex Guidance to $205 Billion the Same Quarter Google Cloud's Backlog Hit $514 Billion. Here's Which Number Actually Matters More.Alphabet recently raised its artificial intelligence (AI) infrastructure budget for the year.
Aug 16, 2026 by Daniel SparksApplied Materials Trades More Than 25% Below Its High With Revenue at a RecordThe equipment maker just posted records on nearly every line and guided even higher. The stock is priced as if it won't last.
Aug 16, 2026 by Keith NoonanWhy SK Hynix Stock Skyrocketed This WeekSK Hynix just had a monster week on the market.
Aug 16, 2026 by Rick OrfordBetter Quantum Computing Stock: IBM or D-Wave?Two quantum leaders are pursuing very different paths to commercial success. See which strategy may offer investors the stronger balance of upside, resilience, and long-term potential.
Aug 16, 2026 by Daniel SparksAMD Turned $10,000 Into More Than $700,000 in a Decade. The S&P 500 Turned It Into About $42,000.One chipmaker beat the index by a factor of 17 over ten years. The path there included a 55% single-year drop.
Aug 16, 2026 by Parkev Tatevosian, CFAWhy Is Everyone Talking About AMD Stock?AMD is beginning to capture its massive opportunity in the data center segment.
Aug 16, 2026 by Keithen DruryShould You Buy Taiwan Semiconductor Stock Below $440? Here's What History Says.TSMC looks pricey, but there's a good reason for that.
Aug 16, 2026 by Lawrence NgaNetflix Stock Is Down Nearly 40%. What's Going On?Investors seem pessimistic about Netflix's future. But is that justified?