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Analyzing MU & Global Memory Chipmakers' Role in AI Buildout
Kurv Investment Management's Howard Chan talks about his firm's KMEM ETF and how it offers investors exposure to global AI memory businesses. He then talks about memory's role in AI infrastructure by highlighting chipmakers Micron (MU), Samsung and SK Hynix.
Can Verizon's Global Connectivity Expansion With BT Aid the Stock?
VZ's BT joint venture will serve over 3,000 enterprise customers across more than 180 countries, targeting cloud, AI and compliance demands.
Can UGG & HOKA's Global Growth Drive Deckers' Next Phase?
DECK's international net sales increased 25.5% y/y as UGG and HOKA expand globally, supporting faster long-term growth beyond the United States.
Kolibri Global Energy: Stepping On The Gas Pedal For Growth
Kolibri Global Energy (KGEI) trades at a deep discount to reserve NPV, with valuation improving as oil prices strengthen and production guidance rises. KGEI is expanding its 2026 development program, targeting the False Caney interval and planning exploratory drilling in the T-Zone and Sycamore intervals. Production guidance midpoint increased by 7% to 4,950 BOE/d, supporting EBITDA growth and further compressing valuation multiples.
FuelCell Energy Lands $49M EXIM Funding to Boost Global Growth
FCEL secures $49 million in EXIM financing to expand clean energy exports, strengthen U.S. manufacturing and support global growth initiatives.
Venture Global: America's Next LNG Champion, Intense Growth Ahead
Venture Global is poised to become the largest US LNG exporter by 2027, surpassing Cheniere Energy. VG raised 2026 EBITDA guidance to $8.2–$8.5B, but I conservatively model ~$8B, highlighting robust growth and contract backlog. Despite elevated debt, VG's recent lower-yield debt issuance signals market confidence; $137B revenue backlog underpins long-term visibility.
Own Global Payments Stock? Here's Why You May Want to Stay Put
GPN is scaling up with Worldpay and rising earnings estimates, but margin pressure and fierce fintech competition warrant patience.
Abacus Global Management, Inc. (ABX) Surges 7.3%: Is This an Indication of Further Gains?
Abacus Global Management, Inc. (ABX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Forget Pepsi: As Volatility Tests Consumer Staples, This Global Household Name Wins Every Time
PepsiCo (NASDAQ:PEP | PEP Price Prediction) just hiked its dividend for the 54th straight year and beat Q1 estimates, putting it squarely back in dividend-investor chatter as consumer staples wobble through another bout of volatility.
Why Japan and Asia Are Rising on Global Radars With WisdomTree
One of the persistent themes in the first half of 2026 has been international exposure. With potentially overstretched valuations in U.S mega-cap names and higher-for-longer inflation devaluing the U.S. dollar, more investors have been looking overseas for a greater opportunity set.
RB Global: Marketplace Infrastructure With Economic Moats, This Is A Buy
RB Global combines marketplace network effects, irreplaceable physical infrastructure, and valuable transaction data to create a unique ecosystem for salvaged vehicles and commercial assets. RBA posted strong Q1 results: 11% revenue growth, 13% EPS growth, and raised its 2026 outlook, supporting its quality EPS compounding profile. Rising vehicle complexity, repair cost inflation, and an aging U.S. vehicle fleet should support salvage volumes over time, while improving cycle times, enhancing value creation for RB Global clients.
Global-E Online: Growth Runway Just Got A Lot Better
Global-E Online is reiterated as a buy due to robust merchant demand and expanding cross-border capabilities. GLBE's growth is increasingly driven by existing merchants expanding geographies and features, reducing reliance on new customer wins. The Passport acquisition enhances GLBE's logistics control, broadens its addressable market, and strengthens merchant retention.
