NVIDIA no longer sells chips so much as entire AI factories, and the buyers of those factories now stretch far beyond the hyperscalers. Our work on the companies doing the buying points to a larger ...

AST SpaceMobile is building a network in orbit that ordinary phones can use directly. We walk through the technology, the evidence behind it, the competitors closing in, and the carrier partnerships ...

Celsius cut too deep into its own shelf space in 2026, and investors are still trying to separate a fixable mistake from a fading brand. Our 2030 forecast rests on a repaired core, a much larger Alani ...

In the bull case, the ad gains are stronger, subscribers sign up faster and the data centers run more efficiently. Meta ...

IREN stock analysis of AI growth, funding and dilution through 2030. Read our full valuation, 27 scenarios and price zones ...

Nike still makes shoes people line up for. It also carries the costs of a much bigger business. We examine whether better products, healthier retail relationships and tighter spending can turn the ...

We see Gold as a way to make consolidation more attractive. Better cash terms, retirement incentives, information and card ...

Northwise models Grab through 2030: rides, delivery, advertising, lending, cash flow and dilution, with operating scenarios and Premium valuation analysis. More customers are using Grab for more of ...

TeraWulf’s industrial sites are finding new customers in the AI economy. Our forecast follows the power, construction and long-term leases behind that transformation, then examines what the expansion ...

Snowflake is helping customers finish migrations, build applications, and put more of their information to work. Our revised forecast follows that expansion through the products, competitive decisions ...