These 3 Software Stocks Are Buying Back Shares Hand Over Fist
The tech sector has rebounded in Q2 2026, yet software stocks remain depressed amid lingering AI‑bubble fears. Salesforce, Adobe, and ADP each announced massive share‑repurchase programs—$25 billion for Salesforce and Adobe, $6 billion for ADP—representing 14%, 25% and 6% of their outstanding shares respectively. The buybacks aim to capitalize on perceived undervaluation, with analysts forecasting roughly 35% upside for Salesforce and Adobe and about 13% for ADP. These moves signal confidence from management despite recent price declines of 28‑38% YTD.
MongoDB's AI Advantage Is Starting to Show Up in Results
MongoDB reported Q1 revenue of $687.6 million, a 25% year‑over‑year increase, driven by rapid growth in its Atlas cloud platform. The company’s AI‑focused document model enables hybrid searches across structured and unstructured data, positioning it for emerging generative‑AI workloads. Financial metrics...
Palomar’s High-Risk Insurance Strategy Is Paying Off Big
Palomar Holdings posted its strongest quarter ever, with gross written premiums jumping 42% to $629.8 million and revenue climbing 60% to $278.9 million. The insurer’s focus on high‑risk lines such as earthquakes, floods and surplus‑line coverage drove the growth, while its combined...
Flight Path to Profits: American Airlines Bets on SpaceX
American Airlines announced a partnership with SpaceX to equip more than 500 narrow‑body Airbus jets with Starlink satellite Wi‑Fi, with installation slated to start in the first quarter of 2027. The upgrade targets the A319, A320, A321, A321XLR and A321neo...
AI’s Biggest Bottleneck Could Make These 2 Stocks Soar
The AI and electric‑vehicle surge is forcing data‑center and EV designers to abandon 48‑volt systems in favor of 800‑volt architectures, creating a structural demand for high‑performance analog semiconductors. Texas Instruments and onsemi, both leaders in power‑management chips, stand to benefit...
RTX Is Set to Revolutionize Munitions Manufacturing
RTX Corp., through Raytheon, secured a Phase 2 DARPA contract to develop modular, composable solid rocket motors that can be assembled on demand, ending the bottleneck of single‑use propulsion. The partnership with Northrop Grumman aims to create a flexible production line that...
Qualcomm's TikTok AI Chip Deal Rewrites the Rules
Qualcomm landed a multi‑million ASIC order from ByteDance to power the Chinese tech giant’s AI data‑center workloads, sending the stock to an intraday high of about $258. The deal marks a decisive pivot from a cyclical smartphone supplier to a...
Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move
Rocket Lab’s shares surged past $140, up more than 105% year‑to‑date, as a string of catalysts reshaped investor sentiment. The company closed its Motiv Space Systems acquisition, adding Mars‑proven robotics and precision mechanisms to its vertical‑integration roadmap. A $90 million U.S....
5 High-Yield Stocks and ETFs to Buy and Hold for the Next Decade
The article spotlights five high‑yield equities and ETFs—AbbVie, Mondelez International, ExxonMobil, Schwab US Dividend Equity ETF (SCHD) and NEOS Nasdaq‑100 High Income ETF (QQQI)—as long‑term buy‑and‑hold candidates. It lists each instrument’s current price, dividend yield, price‑to‑earnings multiple and consensus price...
5 Stocks Winning the AI Race While Everyone Watches NVIDIA
AI spending by the four U.S. hyperscalers is projected to exceed $700 billion by 2025, creating a massive infrastructure gap beneath the visible chip makers. Keith Kaplan of TradeSmith pinpoints five choke points—memory, photonics, thermal management, power generation, and grid connectivity—each...
The Smart Glasses Gold Rush Is Leaving Old-School Eyewear Behind
The AR/VR market has shifted from bulky headsets to AI‑integrated smart glasses, marking a structural inflection point. Meta’s partnership with EssilorLuxottica sold over seven million Ray‑Ban AI frames in 2025, sparking a competitive “smart‑glasses war.” Google and Samsung are building...
3 Rare Earth Stocks That Win No Matter What China Does Next
U.S.–China rare‑earth truce remains fragile, with China still limiting shipments and the agreement set to expire in November 2026. Despite the truce, Washington is pouring billions into domestic producers, creating a price floor and backing projects from Greenland to Texas. Analysts...
Biogen Stock Slides After Trial Miss, But Analysts Stay Bullish
Biogen’s stock fell more than 10% after its Phase 2 CELIA trial of diranersen missed the primary endpoint. The study, however, demonstrated robust reductions in cerebrospinal‑fluid tau and PET‑measured pathology, with the 60‑mg dose showing the clearest slowing of clinical decline....
As Small-Cap Outperformance Continues, These 2 ETFs Provide Exposure
Small‑cap stocks have outperformed the broader market in 2026, with the Russell 2000 gaining over 13% YTD versus the S&P 500's roughly 8% rise. The outperformance stems from a rotation out of over‑valued mega‑cap tech, a valuation discount on smaller firms, and...
Investors Abandoned These 3 AI Stocks Too Early, Says Jeff Clark
Jeff Clark of TradeSmith warns that AI‑focused stocks have been over‑sold after recent hype, highlighting three undervalued names. He argues Figma (FIG) is integrating AI, showing 50% YoY user growth, 139% net retention and beating earnings expectations despite a $22...