The energy sector is generating some of the most compelling investment cases on Wall Street right now, with contrarian calls on beaten-down solar and a nuanced rethink on nuclear power. Two major research firms issued fresh notes this week that investors in the energy space should pay close attention to. Deutsche Bank upgraded First Solar (NASDAQ: FSLR) — the largest solar company in the United States — while Bernstein laid out which nuclear stocks are best positioned for the years ahead. First Solar has had a rough stretch: shares have dropped 18% over the past month and are now down 12% for...

Michael Burry — the investor made famous by "The Big Short" for correctly calling the 2008 housing collapse — has made a new contrarian move. He announced Wednesday he purchased a full-sized position split roughly 60% in Flutter Entertainment (NYSE: FLUT) and 40% in DraftKings (NASDAQ: DKNG). Burry bought Flutter at approximately $107 per share and DraftKings in the low-$26 range. Both sportsbooks have been under significant pressure, and that pressure, according to Burry, is exactly what makes them interesting. The core of Burry's thesis is regulatory arbitrage. Prediction markets — online p...

When most investors think about benefiting from the artificial intelligence boom, they picture chip makers, cloud computing giants, and software companies. But Goldman Sachs is pointing retail investors toward a very different kind of AI winner: Comfort Systems USA (NYSE: FIX), a mechanical and electrical contractor that keeps data centers cool. The bank initiated coverage of FIX on Thursday with a Buy rating and a $2,159 price target — implying 28% upside from recent prices. The thesis is straightforward. AI workloads require massive amounts of computing power, and that power generates enorm...

Biotech doesn't follow the same rules as the rest of the market -- and that's precisely what makes it so compelling for investors who know how to read the signals. While tech stocks fret over Fed policy and inflation data, biotech trades on its own clock: FDA decisions, clinical trial results, and advisory committee votes. Right now, something interesting is happening across a handful of smaller biotech names. Institutional investors are quietly building positions -- and that pattern of smart-money accumulation is worth watching closely.The playbook became vivid again in June, when uniQure NV ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is at the center of every major technology trend happening right now -- artificial intelligence, advanced chipmaking, and the global arms race for semiconductor independence. On July 6, Citi doubled down on that view, reiterating its positive stance on TSMC and noting the company is well-positioned to raise its 2026 revenue growth outlook. That's a significant signal from one of the most respected voices in chip-sector analysis, and retail investors should pay attention. Jefferies also recently raised its price target on TSMC, pointing to ...

Salesforce just got a vote of confidence from one of Wall Street's sharpest firms -- and the timing couldn't be more significant. Guggenheim upgraded Salesforce (NYSE: CRM) to Buy from Neutral on July 1, setting a price target of $228. That's a substantial premium to where the stock has been trading, and it signals something important: the narrative that AI would eat Salesforce's lunch is starting to look wrong.The bear case on CRM has been simple but loud. The argument goes that AI-powered tools -- especially autonomous agents and large language models -- would let companies automate away the...

Jeff Bezos' Blue Origin just received its first outside price tag: $130 billion, in a $10 billion funding round marking the rocket company's first external investment since Bezos founded it in 2000. The raise comes just weeks after rival SpaceX completed its historic IPO at an $86 billion raise — valuing Musk's company at roughly $2 trillion and setting the record as the largest IPO ever. The Blue Origin fundraise signals that the commercial space race is now being priced and funded at levels rivaling the biggest companies on earth, and it opens meaningful doors for public market investors see...

The Federal Reserve releases minutes from its June 16-17 meeting today, and investors are bracing for a glimpse inside the policy debate under new Chairman Kevin Warsh. The last meeting was openly contentious — Warsh himself described it as "a good family fight" over rates. Officials signaled one rate hike before year-end, then modest cuts in 2027 and 2028. But history suggests that "one and done" is rarely how tightening cycles end. Former St. Louis Fed President Jim Bullard made the point bluntly on Monday: "The committee does not generally do that. I mean, what's the point?" He's right. Lo...

Apple just made its biggest bet yet on American manufacturing — and Broadcom shareholders have good reason to take notice. The iPhone maker announced Wednesday it is committing more than $30 billion to chipmaker Broadcom in a multi-year agreement to produce custom silicon components on U.S. soil. It is the single largest commitment under Apple's American Manufacturing Program, launched as part of the company's broader $600 billion, four-year U.S. investment plan unveiled in 2025. The deal includes a $1.5 billion expansion of Broadcom's Fort Collins, Colorado facility and is expected to genera...

The AI trade is facing its most serious test in months. In the two weeks leading into the July 4th holiday, the Nasdaq 100 dropped more than 4% from mid-June highs. Micron Technology (MU) shed roughly 14% in five trading days. Seagate Technology (STX) dropped nearly 18%. SanDisk (SNDK) tumbled close to 20%. Financial media ran with it — "The AI Trade Is Cracking" and "Yet Another Way 2026 Is Looking Like 1999." The bears were growing louder, and understandably so. But context matters — and the Monday rebound, with both the S&P 500 and Nasdaq bouncing back sharply, is telling. According to...