Hot Picks: Agentic AI drives demand for Dell, Oracle and Palantir
Agentic AI is driving demand for infrastructure and enterprise software, supporting opportunities in Dell, Oracle and Palantir.
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Agentic AI is driving demand for infrastructure and enterprise software, supporting opportunities in Dell, Oracle and Palantir.
AI demand is boosting software, cloud and semiconductor stocks as investors look for technology leaders with durable growth prospects.
Biotech stocks are attracting investors as M&A activity, valuations and upcoming catalysts help drive sector momentum.
Canadian energy infrastructure stocks are benefiting from LNG expansion, rising power demand and growing export opportunities.
Energy drinks, packaged water and zero-sugar beverages continue to drive growth in the beverage sector despite economic pressures.
Nuclear investment and electrification trends are boosting growth prospects for industrial sector stocks in Canada.
Dividend-paying stocks may offer stability, income growth and downside protection as investors navigate volatile markets.
AI adoption and enterprise modernization are boosting momentum for software stocks including Pegasystems, Appian and Box.
Pharma stocks are gaining momentum as obesity drugs, oncology therapies and biotech innovation boost investor optimism.
Cannabis stocks may benefit from U.S. rescheduling and European growth as medical cannabis markets expand globally.
Biotech stocks tied to cancer, autoimmune and rare disease therapies gain attention as M&A activity boosts sector sentiment.
Restaurant stocks including Dutch Bros, McDonald’s and Chipotle could benefit from product innovation and improving traffic trends.
Biotech stocks are gaining momentum on M&A activity, cancer drug launches and upcoming autoimmune treatment data.
Patrick Walravens discusses Twilio, DigitalOcean and Navan as technology stocks benefiting from AI adoption trends.
CFRA Research’s Arun Sundaram highlights Walmart, Costco and Chewy as top retail picks driven by memberships, e-commerce and margin growth.
Jonathan Molchan discusses using covered calls on Micron, Amazon and Tesla to generate income from AI and technology themes.