Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade
Quick Read Dell fell 6% and Western Digital surged 5%, splitting the AI trade between memory sellers gaining pricing power ...
Thursday, July 9, 2026
Tag: trade
Copart (CPRT) Has a Salvage-Auction Network and Insurer Workflow Moat Bigger Than a Used-Car Cycle Trade
Copart (CPRT) is easy to misread as a simple bet on wrecked-car volumes, used-vehicle prices, or accident frequency. That framing ...
Take-Two Interactive (TTWO) Has a Franchise-Pipeline and Recurrent-Spend Engine Bigger Than a One-Game Trade
Take-Two Interactive is often discussed as if the whole stock rests on the launch timing of Grand Theft Auto VI. ...
The riskiest SpaceX stock trade of all had a big first week
SpaceX Executives ring the Closing Bell at the Nasdaq on the debut of their IPO on June 12th, 2026.Adam Jeffery ...
Wabtec (WAB) Has an Aftermarket and Rail-Modernization Platform Story Bigger Than a Freight Cycle Trade
Wabtec (WAB) is often grouped with rail-cycle names and treated as a way to trade freight volumes or new locomotive ...
The next-generation ‘Tiger Cubs’ who see the AI bubble risk—and know exactly where the next trade is
For the better part of four years, AI has been the only trade that mattered. Nvidia. Data centers. The infrastructure ...
We Have Less Time To Trade — Don’t Miss Out!
Welcome to another short trading week. On Friday, the market will be closed in observance of Juneteenth. During short trading ...
AI-powered trade compliance: Smarter answers with ONESOURCE
AI that passed the U.S. Customs Broker License Exam is now part of ONESOURCE Global Trade Highlights AI-powered trade research ...
Trade Scared So Trading Isn’t Scary
I probably say this at least a dozen times a week. It sounds negative, but hear me out. Your #1 ...
PACCAR (PCAR) Gains from “HALO Trade”
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of ...
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