Analog Devices (ADI) is plugged directly into the infrastructure powering the AI wave. Today, the company’s AI story has shifted from vague thematic exposure to concrete, measurable demand. Hyperscalers are building at a record pace, and ADI’s optical and power components are foundational to that buildout. Analog Devices’ CEO, Vincent Roche, had a strong message
Wall Street keeps a private list of records that almost never move. The biggest bank failure. The longest bull market. The most expensive IPO of all time. Most of those records are decades old. Saudi Aramco’s 2019 listing still holds the crown for the largest initial public offering on record, raising $35.4 billion at a
Artificial intelligence has already disrupted search, software, and customer service. The next frontier is more consequential and less visible: the core infrastructure that moves money around the world. Governments and financial institutions are increasingly treating AI not as a tool to improve existing systems but as the foundation for building entirely new ones. That shift
A funny thing happened to Boeing’s stock last week when an excited President Donald Trump revealed that Boeing had a deal to sell 200 new airplanes to China. The stock went down on three of the next five days, only because investors were expecting an order for about 500 planes. Boeing fell as much as
Boeing (BA) just had one of its worst days in months, and one major bank thinks the panic created a bargain. Most of Wall Street zeroed in on a single number: 200. That was the size of the China jet order President Trump unveiled, according to Reuters, and traders had hoped for far more. The
NextEra Energy (NEE) just agreed to one of the largest energy acquisitions since Exxon bought Mobil in 1998. The market’s first reaction was not applause. Shares of the Florida utility giant fell sharply after it unveiled a roughly $67 billion all-stock deal to buy Virginia’s Dominion Energy (D) on May 18. The stock closed at
The S&P 500 is up roughly 10% in 2026. Global earnings are being revised higher. Corporate capital spending is at levels not seen in decades. Goldman Sachs published a global strategy note on May 19 that agrees with all of that. And then it explains why the rally may be more fragile than it looks.
Applied Materials has become one of Wall Street’s clearest ways to play the AI infrastructure buildout without buying the chip designers that dominate the headlines. The company sells the equipment needed to manufacture advanced semiconductors, and Morgan Stanley now sees a much stronger 2026 setup than it expected just a few months ago. In a
Despite the bond market’s increasing expectations that the Federal Reserve will soon need to hike short-term interest rates, one major bank says the central bank will maintain holding rates steady and then resume a dovish stance next year. Morgan Stanley’s May 18 note, shared with TheStreet, calls for two 25-basis-point rate cuts in 2027, one
The Strait of Hormuz handles roughly 20% of the world’s oil supply on any given day. When it closes, everyone eventually feels the heat at the pump. ExxonMobil Chairman and Chief Executive Officer Darren Woods had a clear message for Wall Street analysts on the company’s first-quarter 2026 earnings call: the worst may not be