Business ❯ Finance ❯ Investment Strategies ❯ Risk Assessment

AI Stocks

Vertiv Sets 20–22% Five‑Year Revenue Target After Analyst Day

Management says accelerating AI data‑center demand underpins the plan as investors shift attention to execution and margin durability.

Ondas Completes $196.6 Million Stock Acquisition of Omnisys as Shares Surge

Alpha Wealth Says Q1 Drawdown Forces Portfolio Re‑assessment After Iran Shock

Peltz’s Trian Seeks Backers for Potential Wendy’s Take-Private

Strategy Signals Bitcoin Sales After Record Loss as Saylor Reaffirms Accumulation

Senate Stablecoin Deal Revives CLARITY Act Despite Bank Opposition

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

Navitas Sets New High, Then Eases as AI Power Pivot Fuels Wild Trading

Analysts Lift Rocket Lab Targets After Mynaric Buy and Gauss Propulsion Debut

Credo Q3 Sales Leap 202% on Hyperscaler AEC Ramps

SBA Communications Hires Advisers to Weigh Takeover Interest, Shares Jump 19%

Broadcom Draws Fresh Price-Target Hikes as AI Networking Chips Enter Production

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Madison Small Cap Fund Cuts Western Alliance, Adds GitLab, Viavi, Mirion and AAON in Q4 Repositioning

Amazon Doubles Down on AI With $200 Billion 2026 Capex as AWS Growth Holds

AT&T Tops Q4 Forecasts, Raises 2026 Cash-Flow Outlook as Fiber Base Reaches 10.4 Million

AppLovin Wins Wave of Bullish Calls as Benchmark Names It a 2026 Top Idea

Madison Investments’ Q3 Letters: Mid Cap Trails, Small Cap Falls as AI Winners Trimmed

Kimberly-Clark’s $48.7 Billion Kenvue Deal Draws Selloff as Cramer Backs CEO’s Bet

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion