HeyJaredBridget Bennett
- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 20, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 15, 2026
Latest articles
NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It (opens the original)
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Interested in Micron Technology, Inc.? Here are five stocks we like better. Micron sits second in high bandwidth memory with supply booked out for years and pricing power to match Coherent offers broad exposure to the silicon photonics shift NVIDIA's chief executive called the next bottleneck of the decade Tower Semiconductor supplies the specialty foundry layer behind photonics without requiring a bet on a single winner AI's loudest voices spent the week telling everyone to slow down, and the m
Copper Is the AI Trade No One Priced In—3 Miners With the Most to Gain (opens the original)
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Interested in Freeport-McMoRan Inc.? Here are five stocks we like better. Copper futures hit a record above $6.70 a pound in August as structural demand from data centers, grids, EVs and defense outpaces mine supply limited by falling ore grades. Copper's futures curve has flipped into backwardation, with buyers paying a premium for immediate delivery, signaling a genuine physical shortage rather than just speculation. Miners like Freeport-McMoRan, Hudbay Minerals and Trekor Metals offer leverag
3 Stocks Built for Higher Rates—And 2 That Could Break (opens the original)
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Interested in ASML Holding N.V.? Here are five stocks we like better. Rising Treasury yields near 4.79% reflect heavy AI-related corporate borrowing rather than economic weakness, analysts Joel Litman and Rob Spivey argue. Negative free cash flow at Alphabet and Amazon can signal productive investment rather than distress, mirroring Amazon's cash-burning AWS buildout years. ASML, GE Vernova, and Comfort Systems show strong pricing power and backlogs, while Oracle and Rocket Companies face weaken
Moderna Just Doubled Overnight, and 2 More Healthcare Stocks Could Follow It (opens the original)
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Interested in Moderna, Inc.? Here are five stocks we like better. Marc Lichtenfeld of the Oxford Club highlights three healthcare plays across different time horizons: Moderna for traders, Pharvaris for the next year, and AbbVie as a long-term hold. Moderna surged 177% after positive Phase 3 melanoma data with Merck's Keytruda, while Pharvaris awaits third-quarter CHAPTER-3 trial results for its hereditary angioedema drug. AbbVie has raised its dividend every year since its 2013 spinoff, with Sk
The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence (opens the original)
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Interested in Oklo Inc.? Here are five stocks we like better. Institutional traders have been buying large blocks of call options in X-Energy, Oklo, and IonQ, all of which have fallen sharply from their highs The biggest bet on the list sits in Oklo, where roughly 50,000 December calls represent tens of millions of dollars in notional exposure All three trades run through the fourth quarter or later, giving the positions months to play out rather than days The broader market has been in a mood l
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