Trading Tips Blog

Benchmark just slapped a $190 price target on Snowflake (SNOW) with a Buy rating, and the thesis is simple: AI doesn't work without clean data, and Snowflake owns the infrastructure layer that makes AI possible.Here's what matters. Snowflake's AI Data Cloud platform is the backbone for enterprises deploying generative AI and large language models (LLMs). If you're running AI workloads at scale, you need secure, high-quality data flowing seamlessly — and Snowflake built the rails. The total addressable market exceeds ...
Read More About This

While everyone obsesses over oil prices hitting $100 per barrel, aluminum is quietly staging one of the most important commodity rallies of 2026. And the reason why tells you everything about how energy shocks ripple through the global supply chain.Here's the setup: The Iran conflict has knocked out roughly 10% of global aluminum production from the Middle East, including major producers Emirates Global Aluminium and Aluminium Bahrain. Both facilities sustained "significant damage" in recent attacks. But the bigger problem? Aluminum ...
Read More About This

While everyone obsesses over oil prices hitting $100 per barrel, aluminum is quietly staging one of the most important commodity rallies of 2026. And the reason why tells you everything about how energy shocks ripple through the global supply chain.Here's the setup: The Iran conflict has knocked out roughly 10% of global aluminum production from the Middle East, including major producers Emirates Global Aluminium and Aluminium Bahrain. Both facilities sustained "significant damage" in recent attacks. But the bigger problem? Aluminum ...
Read More About This

While everyone obsesses over oil prices hitting $100 per barrel, aluminum is quietly staging one of the most important commodity rallies of 2026. And the reason why tells you everything about how energy shocks ripple through the global supply chain.Here's the setup: The Iran conflict has knocked out roughly 10% of global aluminum production from the Middle East, including major producers Emirates Global Aluminium and Aluminium Bahrain. Both facilities sustained "significant damage" in recent attacks. But the bigger problem? Aluminum ...
Read More About This

While everyone obsesses over oil prices hitting $100 per barrel, aluminum is quietly staging one of the most important commodity rallies of 2026. And the reason why tells you everything about how energy shocks ripple through the global supply chain.Here's the setup: The Iran conflict has knocked out roughly 10% of global aluminum production from the Middle East, including major producers Emirates Global Aluminium and Aluminium Bahrain. Both facilities sustained "significant damage" in recent attacks. But the bigger problem? Aluminum ...
Read More About This

Jim Cramer just said something surprising about Intel: the chip giant's balance sheet, which was "teetering for so long," is now "rock solid." Coming from Cramer, that's not faint praise. What changed? Intel is buying back part of an Irish manufacturing facility it previously sold to private equity when it desperately needed cash. That's a power move — you don't buy back assets unless your finances are strong and you're confident about the future. This comes as Intel rides the AI data ...
Read More About This

Everyone's watching oil prices spike above $100 a barrel. But here's what they're missing: aluminum is quietly staging its own supply shock, and most investors haven't noticed yet. The Iran conflict just knocked out about 10% of global aluminum supply. Emirates Global Aluminium took "significant damage" over the weekend. Aluminium Bahrain is assessing its own hits. Meanwhile, the energy crisis is making aluminum production brutally expensive — smelting aluminum requires massive amounts of electricity, and electricity prices are through the roof. This ...
Read More About This

Benchmark just slapped a $150 price target on Datadog (NASDAQ:DDOG) and called it a Buy. That's a big vote of confidence for a stock that's been quietly building a fortress in the AI infrastructure world. The pitch? Datadog's observability platform has become critical infrastructure for companies running AI workloads and cloud environments. When your business depends on servers, apps, and AI models staying online, you need real-time monitoring. Datadog does that — and now it's embedding AI directly into development workflows ...
Read More About This