Analyst Louis Navellier names five stocks set to benefit from the AI infrastructure buildout, including overlooked plays in cooling, power, and storage.
Analyst Louis Navellier names five stocks set to benefit from the AI infrastructure buildout, including overlooked plays in cooling, power, and storage.
Scientists believe footballs could be designed to reduce the impact of heading after new research discovered the action caused a previously unreported pressure wave energy transfer to the brain.
Scientists believe footballs could be designed to reduce the impact of heading after new research discovered the action caused a previously unreported pressure wave energy transfer to the brain.
An Iranian flag flutters as a woman walks past damaged buildings amid a 10-day ceasefire between Lebanon and Israel, in the southern suburbs of Beirut, Lebanon, April 20, 2026. Marko Djurica | Reuters "Complacent" investors risk getting wrong-footed as they continue to misread developments in the Iran war, analysts said after markets reacted to the brief reopening of the Strait of Hormuz on Friday...
An Iranian flag flutters as a woman walks past damaged buildings amid a 10-day ceasefire between Lebanon and Israel, in the southern suburbs of Beirut, Lebanon, April 20, 2026. Marko Djurica | Reuters "Complacent" investors risk getting wrong-footed as they continue to misread developments in the Iran war, analysts said after markets reacted to the brief reopening of the Strait of Hormuz on Friday, only for their hopes to be dashed. Growing investor optimism over an end to hostilities in the Gulf has helped propel stocks higher since a two-week ceasefire was agreed between the U.S. and Iran on April 7. Tehran's announcement on Friday that the Strait was open to shipping spurred a strong market response. The S&P 500 gained 4.5% last week, while the Nasdaq Composite popped 7.2%. The latter also posted its 13th consecutive winning session on Friday, matching a streak not seen since 1992. But global equity markets faltered on Monday, reversing course as traffic on the Strait once again ground to a halt. The fragile ceasefire is set to expire on Tuesday, and some strategists have warned that investors are at risk of misreading how news about the conflict is reflected in market movements. Matt Gertken, chief geopolitical strategist at BCA Research, said that investors had adapted to respond to U.S. President Donald Trump's tariff announcements since his "liberation day" last year, but should understand that Trump is not fully in control of events in the Middle East. "The market is believing this is like 'liberation day' – that President Trump can raise the temperature but then lower the temperature at the perfect time, and that he's the maestro," he told CNBC's "Squawk Box Europe" on Monday. "But we could be in a different situation now, because Iran has been attacked, and they have a higher pain threshold." watch now VIDEO 7:58 07:58 Market is reading disinformation as bullish sign, says strategist Squawk Box Europe Friday's jubilation that the Strait of Hormuz – through...
ismagilov/iStock via Getty Images The AI trade has come back with a vengeance over the past couple of weeks, coinciding with the calming of tensions around the US-Israel-Iran conflict, with returns on individual stocks within this space dramatically outperforming the broader index. Nebius Group N.V. ( NBIS ) has been an example of such a stock benefiting from this trend. The question arises, howev...
ismagilov/iStock via Getty Images The AI trade has come back with a vengeance over the past couple of weeks, coinciding with the calming of tensions around the US-Israel-Iran conflict, with returns on individual stocks within this space dramatically outperforming the broader index. Nebius Group N.V. ( NBIS ) has been an example of such a stock benefiting from this trend. The question arises, however, whether all this is justified. In this article, I will address this question when it comes to Nebius. It will be my contention that, in fact, the current run-up is not justified and that investors are assuming significantly more risk, as a result, at current prices than they were even just a few weeks ago. What’s New Since my last coverage of NBIS on February 17 th , the shares have increased by ~62%. With such a rapid increase in share price, investors would be justified in wondering whether the price of NBIS shares has gotten a bit ahead of itself. Well, to answer this question, we can look to what has happened during this time period. Nvidia Partnership and META agreement Nebius and Nvidia ( NVDA ) announced a partnership on March 11 th whereby Nvidia would invest $2 billion into Nebius, ostensibly helping it deploy more than 5 GW of compute capacity by 2030. Additionally, Nebius and Meta Platforms ( META ) signed a $27 billion contract whereby Nebius will provide META with $12 billion in dedicated compute capacity, and META will effectively backstop up to $15 billion in compute capacity in the event Nebius is unable to sell said capacity to third parties over the next five years. AI Industry Developments Additionally, there have been further developments within the AI industry as well. First, there have been the continued announcements of various plug-ins by Anthropic ( ANTHRO ) that have sent various stocks of white-collar legacy companies in a continued downward direction, most notably with downside momentum continuing in the software space. Second, there has been...
JulPo/E+ via Getty Images Well, I am here again, with my analysis and earnings preview of Sanofi ( SNY ). In my previous article , " AbbVie vs. Sanofi: Which Is the Better Investment Right Now ," I compared this giant in the IMIDs treatment market with its direct competitor, AbbVie ( ABBV ). In this one, I'll focus on its latest milestones, Sanofi's drug/vaccine sales in Q4, and, more importantly,...
JulPo/E+ via Getty Images Well, I am here again, with my analysis and earnings preview of Sanofi ( SNY ). In my previous article , " AbbVie vs. Sanofi: Which Is the Better Investment Right Now ," I compared this giant in the IMIDs treatment market with its direct competitor, AbbVie ( ABBV ). In this one, I'll focus on its latest milestones, Sanofi's drug/vaccine sales in Q4, and, more importantly, what I expect from its Q1 report. So, on April 7 , Sanofi reported that lunsekimig, a dual-targeted anti-TSLP/IL-13 antibody , was effective in treating moderate-to-severe asthma and CRSwNP [chronic rhinosinusitis with nasal polyps]. Source: table was made by Author However, it hasn't yet provided exact numbers for the reduction in the annualized rate of severe asthma exacerbations or the nasal polyps score. But I think the fact that it met its primary and secondary endpoints in the AIRCULES phase 2b trial [ NCT06102005 ] and DUET phase 2a [ NCT06454240 ] already partially reduces the uncertainty about who will be the successor to Dupixent. Now, move on to Wayrilz [ rilzabrutinib ], which is a reversible BTK inhibitor. It's already FDA-approved, on August 29 last year, for the treatment of people with a rare blood disorder called immune thrombocytopenia . And Wayrilz sales grew from €1 million in Q3 to €6 million in Q4 , beating my "base case" scenario by 22.4%. Source: graph was made by Author based on the financial reports of Sanofi But I think it's just as important that the FDA granted it a BTD status on February 9 for the treatment of patients with wAIHA [ warm autoimmune hemolytic anemia ], a condition in which IgG autoantibodies destroy healthy red blood cells [erythrocyte]. The U.S. regulatory agency's decision was based on promising results from the Phase 2b LUMINA 2 trial [ NCT05002777 ]. So, according to data published in ASH Publications , the median baseline hemoglobin level in patients taking rilzabrutinib increased from 8.2 g/dL to 11.7 g/dL [from 6.6 to 14....
jetcityimage/iStock Editorial via Getty Images In the four articles I've written on Tesla ( TSLA ) starting in 2023 , its market valuations have always gotten in the way of a Buy rating. A tough environment for its big automotive segment along with continued labor-related challenges made it even harder to justify its price. Until now, that is. Tesla's long-term future looks significantly improved ...
jetcityimage/iStock Editorial via Getty Images In the four articles I've written on Tesla ( TSLA ) starting in 2023 , its market valuations have always gotten in the way of a Buy rating. A tough environment for its big automotive segment along with continued labor-related challenges made it even harder to justify its price. Until now, that is. Tesla's long-term future looks significantly improved owing to two growth drivers. Its energy business and the start of the robotaxi last year are discussed in the following sections. How the development of these opportunities, in particular, can impact Tesla's valuations is discussed in three financial scenarios next. A section on risks and opportunities follows, followed by the conclusion. The Energy Edge First, a look at the company's energy generation and storage segment, which is poised to benefit from the massive projected energy demand and the company's lead against competitors. These advantages are discussed below. Power demand projections: According to Goldman Sachs, between 2023 and 2030, power demand is expected to grow by 175% owing to AI data centres. This creates a massive opportunity for the provision of stable energy, which is exactly what Tesla aims for with its energy storage systems. In its latest results , Tesla acknowledges the opportunity, saying that it's developing" ...affordable and rapidly deployable energy capacity ahead of expected sustained demand growth for electricity." Increased contribution to revenues: Growth in the segment is already underway. Its revenues have seen a CAGR of 48% over the past 3 years compared to just 5.2% for the company's total revenues. Its contribution to revenues has jumped from 4.8% in 2022 to 13.5% in 2025 as a result. Notable profitability: The business is also notably profitable, with an average gross margin of 25% between 2023 and 2025, compared to 17% for the automotive segment. Moreover, it has seen a smart rise from 19% in 2023 to ~30% in 2025. By comparison, aut...
jetcityimage/iStock Editorial via Getty Images In the four articles I've written on Tesla ( TSLA ) starting in 2023 , its market valuations have always gotten in the way of a Buy rating. A tough environment for its big automotive segment along with continued labor-related challenges made it even harder to justify its price. Until now, that is. Tesla's long-term future looks significantly improved ...
jetcityimage/iStock Editorial via Getty Images In the four articles I've written on Tesla ( TSLA ) starting in 2023 , its market valuations have always gotten in the way of a Buy rating. A tough environment for its big automotive segment along with continued labor-related challenges made it even harder to justify its price. Until now, that is. Tesla's long-term future looks significantly improved owing to two growth drivers. Its energy business and the start of the robotaxi last year are discussed in the following sections. How the development of these opportunities, in particular, can impact Tesla's valuations is discussed in three financial scenarios next. A section on risks and opportunities follows, followed by the conclusion. The Energy Edge First, a look at the company's energy generation and storage segment, which is poised to benefit from the massive projected energy demand and the company's lead against competitors. These advantages are discussed below. Power demand projections: According to Goldman Sachs, between 2023 and 2030, power demand is expected to grow by 175% owing to AI data centres. This creates a massive opportunity for the provision of stable energy, which is exactly what Tesla aims for with its energy storage systems. In its latest results , Tesla acknowledges the opportunity, saying that it's developing" ...affordable and rapidly deployable energy capacity ahead of expected sustained demand growth for electricity." Increased contribution to revenues: Growth in the segment is already underway. Its revenues have seen a CAGR of 48% over the past 3 years compared to just 5.2% for the company's total revenues. Its contribution to revenues has jumped from 4.8% in 2022 to 13.5% in 2025 as a result. Notable profitability: The business is also notably profitable, with an average gross margin of 25% between 2023 and 2025, compared to 17% for the automotive segment. Moreover, it has seen a smart rise from 19% in 2023 to ~30% in 2025. By comparison, aut...
Pla2na/iStock via Getty Images The Thesis: Upgrade To a Buy This article follows up on my prior coverage of a mortgage REIT called Angel Oak Mortgage REIT, Inc. ( AOMR ), known for its heavy focus on non-QM loans , and up around +1.8% since I recommended holding on to it in my January article , when I was impressed by its loan portfolio growth. AOMR—Rating Worksheet (Author) My updated thesis upgr...
Pla2na/iStock via Getty Images The Thesis: Upgrade To a Buy This article follows up on my prior coverage of a mortgage REIT called Angel Oak Mortgage REIT, Inc. ( AOMR ), known for its heavy focus on non-QM loans , and up around +1.8% since I recommended holding on to it in my January article , when I was impressed by its loan portfolio growth. AOMR—Rating Worksheet (Author) My updated thesis upgrades from my prior hold to a buy, supported by favorable niche demand for non-QM loans, portfolio growth, impressive margins, and consensus outlook, and future price forecasts in relation to current valuation, as well as technical patterns breaking the prior bearish trend. Macroeconomic Factors AOMR—Macro Worksheet (Author) I think a key macro driver for this REIT's unique niche is demand for non-QM borrowing, particularly due to the large number of folks who may not be in the same status as regular employees. For instance, last autumn, MarketWatch ran an article highlighting the following: The segment is growing fast, as house hunters with nontraditional sources of income — such as investors and entrepreneurs — seek financing options. In August, the latest month for which data were available, non-QM lending surged to the highest level on record, accounting for 8.34% of originations. As a provider of liquidity in this niche, AOMR and its peers could continue to play a key role in lending to those who may be deemed higher risk by traditional banks. However, there is also an implied greater risk to assume. For instance, also last autumn, another major financial site reported research from KBRA that showed “loans to self-employed borrowers show a 3.2% default rate versus 1.8% for wage-earners.” In the bigger picture of this space, we should also consider that mortgage REITs often have to fund themselves via short-term funding sources, which can be impacted by Fed decisions on target interest rates. So, an environment of higher rates can put a squeeze on margins. Some key names...
bennymarty/iStock Editorial via Getty Images Adobe ( ADBE ) shares gained nearly 2% in premarket trading on Monday after the Photoshop maker said it is releasing a set of AI agents aiming to help corporate customers automate functions including digital marketing. The product, called CX Enterprise, is an AI agent-based platform that can be used to help businesses “codify their own business processe...
bennymarty/iStock Editorial via Getty Images Adobe ( ADBE ) shares gained nearly 2% in premarket trading on Monday after the Photoshop maker said it is releasing a set of AI agents aiming to help corporate customers automate functions including digital marketing. The product, called CX Enterprise, is an AI agent-based platform that can be used to help businesses “codify their own business processes” and boost areas like customer engagement, sales, and brand visibility. “The rise of platforms like ChatGPT Enterprise, Microsoft Copilot, Google Gemini, and others is reshaping how work gets done. Adobe CX Enterprise is designed to integrate into this evolving ecosystem, bringing customer experience intelligence into the tools where decisions are made,” Adobe said . The announcement came as Adobe kicked off its annual digital marketing and customer experience conference in Las Vegas. This is Adobe’s latest move as the company is trying to stay ahead in the AI race. The San Jose, Calif.-based Adobe has already integrated AI into its ecosystems through its Firefly AI models. Recently, the company also launched Firefly AI Assistant, an all-in-one creative AI studio that will let users generate results by describing their needs in natural language prompts. However, the stock recently faced some uncertainty, including getting caught in a broader selloff. Investors also sold shares in March after the company said its CEO Shantanu Narayen is stepping down after 18 years at the helm, furthering fanning worries over its strategy to battle AI competition. Shares of the company fell over 30% so far this year, compared to the 4% rise in the broader S&P 500 Index. More on Adobe Why Adobe Is A 'Strong Buy' Despite The AI Boogeyman Adobe: Hated, Cheap, And Growing Adobe: Scared Money Don't Make Money, Reiterate Buy Adobe launches Firefly AI assistant to handle multi-step tasks through prompts Oakmark Fund (Investor Class) adds ADBE, NFLX; exits DE, APA among Q1 moves
zorazhuang/iStock via Getty Images Phillips 66 ( PSX ) and Kinder Morgan ( KMI ) said Monday they will move forward with the proposed Western Gateway pipeline following a successful second open season that secured long-term shipper commitments sufficient to move the project forward. Western Gateway will connect Midwest and Gulf Coast refinery supply to Arizona and California markets with connectiv...
zorazhuang/iStock via Getty Images Phillips 66 ( PSX ) and Kinder Morgan ( KMI ) said Monday they will move forward with the proposed Western Gateway pipeline following a successful second open season that secured long-term shipper commitments sufficient to move the project forward. Western Gateway will connect Midwest and Gulf Coast refinery supply to Arizona and California markets with connectivity to Las Vegas, Nevada, through Kinder Morgan's ( KMI ) CALNEV pipeline; the system will combine new pipeline construction with the use and modification of existing assets, including reversing portions of Kinder Morgan's SFPP pipeline and Phillips 66's ( PSX ) Gold pipeline to enable westbound flows. " Customer response during the open season underscores the importance of Western Gateway in addressing long‑term refined products logistics needs in the region," Phillips 66 ( PSX ) Chairman and CEO Mark Lashier said. " We're pleased to be able to use our existing assets to leverage growth opportunities for the Arizona and California markets," Kinder Morgan ( KMI ) CEO Kim Dang. More on Phillips 66 and Kinder Morgan Phillips 66: Strong Execution, But The Stock Got There First Kinder Morgan: The Rally Makes Sense, But So Does More Upside Kinder Morgan: Market Growth May Already Be Priced In (Rating Downgrade)