Some weeks are about a single headline. This one is about a convergence.As the second half of 2026 gets underway, investors are digesting a Federal Reserve that just reset its tone under new leadership, an interest-rate outlook that has quietly flipped on its head, a jobs report that could decide w…
Microchip Technology MCHP shares have gained 39.7% in the year-to-date period, outperforming the broader Zacks Computer and Technology sector’s return of 12.8%. The outperformance is being driven by improving demand trends across its end markets and growing exposure to data center, artificial intel…
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.ASML Holding has a solid dominance in extreme ultraviolet (EUV) lithography systems. Lam Research supplies wafer fabrication equip…
The companies operating in the Zacks Utility-Electric Power industry present an attractive investment opportunity, supported by stable cash flows and the predictable earnings profile of regulated business models. Long-term power purchase agreements provide revenue visibility and help insulate utili…
The AI trade has been a key driver of the broader market rally, but the gains have been relatively narrow, increasing portfolio concentration risk and leaving investors more exposed to drawdowns and volatility in the technology sector. The weakness in technology stocks during June underscored these…
BlackBerry Limited’s BB momentum has been supported by strong execution across its QNX and Secure Communications businesses. QNX continued to benefit from long-term trends, including software-defined vehicles, centralized computing, the broader embedded market and Physical AI.The business reported…
Shares of Evommune EVMN were down 40.2% yesterday after the company announced that the phase IIb study evaluating its oral MRGPRX2 antagonist, EVO756, for treating adult patients with moderate-to-severe chronic spontaneous urticaria (CSU) failed to meet the primary endpoint.The double-blind, placeb…
Small-cap stocks are often targeted for their potential, though it’s important to remember they’re generally more volatile and more sensitive to external factors than larger companies.And several small-cap stocks, specifically Green Dot GDOT, Priority Technology PRTH, and Movado Group MOV, have enj…
Despite the weakness in the AI trade during June and the broader technology sell-off that weighed on KOSPI, South Korea's benchmark, the country remains one of Asia's most compelling long-term growth stories. As investors continue to bet on the long-term expansion of artificial intelligence, demand…
Alibaba's BABA digital commerce strategy is evolving into a more integrated, AI-enabled retail ecosystem that could support growth in fiscal 2027. Rather than relying solely on gross merchandise volume expansion, Alibaba is enhancing merchant productivity, consumer engagement and platform monetizat…
CorMedix CRMD is moving from a launch-driven story toward a broader test of commercial durability, portfolio integration and reimbursement execution.DefenCath remains the anchor, but the investment case now also includes Melinta assets, Rezzayo label expansion and cost discipline. The key question…
CorMedix CRMD has become harder to dismiss after a sharp commercial turn. DefenCath is scaling, Melinta has broadened the sales base and profitability has improved.The question is whether that progress offsets a tougher second half of 2026. For now, CRMD looks more balanced than outright compelling…
While AI and technology remain major market themes, investors are increasingly broadening their focus to defensive sectors. Insurance stands out as an attractive option, offering stable earnings, pricing power and resilient cash flows. In an environment marked by sticky inflation, higher-for-longer…
CorMedix CRMD has moved beyond a narrow launch story. DefenCath is now the core commercial engine, while the Melinta acquisition added a broader anti-infective platform and a longer-term Rezzayo opportunity.The investment debate is no longer just about launch uptake. Investors are watching utilizat…
Methanex Corporation MEOH has announced that it will indefinitely idle its Titan methanol plant in Trinidad and Tobago after failing to agree on a new natural gas contract. The facility, which has an annual production capacity of 860,000 tons, will begin the preservation process as its existing con…
ATI Inc. ATI shares have rallied 72.3% year to date. The company has also outperformed the Zacks Aerospace - Defense Equipment industry’s 11.2% growth over the same time frame. The rally has been driven by robust demand across ATI's key aerospace, defense and specialty energy markets, continued out…
U.S. electricity producers are witnessing a surge in demand for clean power, driven by the rapid expansion of AI data centers, the reshoring of manufacturing, increased use of electric appliances and the growing adoption of electric vehicles. Utilities operating nuclear power plants and renewable s…
FIGS, Inc. FIGS is turning healthcare apparel into a broader investment story. The company sits in a category tied to uniforms, replenishment and healthcare employment rather than pure fashion cycles.That makes FIGS useful for investors tracking how premium workwear, product expansion, retail touch…
The AI storage boom is transforming nearly every segment of the semiconductor industry. Massive AI models require enormous amounts of data to be stored, accessed and processed at high speed, creating heightened demand for both memory and storage solutions. Among the biggest beneficiaries are Seagat…
FuelCell Energy, Inc. FCEL stock has experienced a gain of more than 24% since the company made an announcement on June 29 that it had received a significant financial boost after the Export-Import Bank of the United States (EXIM) approved a $49 million financing package to support its internationa…
