HeyJaredRobert Castellano
- Indexed articles, last 90 days
- 8
- Latest publication
- Oct 1, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Sep 10, 2026
Latest articles
Wall Street Backs Coherent, Rocket Lab and Vertiv - AOL (opens the original)
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Bernstein targets Coherent at $350, Citi targets Rocket Lab at $105, and Wells Fargo targets Vertiv at $340 in new bullish initiations. Synspective's 20 additional Electron launches bring its total contracted Rocket Lab missions to 47, scheduled annually from 2028 through 2031. Vertiv's Q2 revenue rose 24% to $3.3 billion while adjusted EPS jumped 60%, proving AI infrastructure demand already generates strong earnings. Building a portfolio and living off one are two completely different skills,
Wall Street Backs Coherent, Rocket Lab and Vertiv (opens the original)
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Bernstein, Citi, and Wells Fargo all launched bullish coverage on Coherent, Rocket Lab, and Vertiv within weeks of each other, but the real question is whether the commercial developments driving those calls can actually deliver the returns analysts are projecting. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Banks have been busy issuing bullish calls on companies I have analyzed, including Coherent
Nvidia’s Glass Packaging Push Could Reshape AI Chips (opens the original)
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The next leap in Nvidia's AI performance may have nothing to do with the GPU itself. A shift in the material holding these chips together could determine how much memory fits in a package and how fast costs spiral upward. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Nvidia (NASDAQ: NVDA | NVDA Price Prediction) has made investors accustomed to dramatic improvements in GPU performance. Its next major
7 Cybersecurity Stocks Riding the AI Security Boom - AOL (opens the original)
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Fortinet surged 125% and Palo Alto 114% YTD after AI safety warnings from Anthropic and OpenAI sparked immediate investor demand for agent security solutions. Palo Alto's $3.4 billion quarterly revenue and new Unit 42 AI Defense subscription make it the best-positioned cybersecurity business heading into 2027. Rapid7's 14% stock decline and shrinking recurring revenue prove that solving the right AI security problem does not guarantee strong financial results. Read More: Avoid these 13 retiremen
3 Chip Stocks Set to Win TSMC’s Packaging Boom - AOL (opens the original)
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KLA, Camtek, and Nova sell inspection and metrology equipment that captures growing demand as TSMC scales advanced packaging for Nvidia and other chip designers. Nvidia-driven CoWoS wafer demand rises 125% from 360,000 to 810,000 units by 2027, with each new generation requiring more inspection points per package. Camtek leads near-term growth with 75% of revenue from advanced packaging and over $600 million in orders already booked through July 2026. Just released. Our analysts combed the entir
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