HeyJaredNathan Reiff
- Indexed articles, last 90 days
- 31
- Latest publication
- Sep 21, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
3 Surging Stocks That Don’t Need the AI Boom to Keep Winning (opens the original)
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Interested in DaVita Inc.? Here are five stocks we like better. DaVita, Franklin Resources, and Archer Daniels Midland have each gained more than 30% year to date without relying on AI-driven market momentum. DaVita's dialysis business benefits from improved reimbursement rates and cost discipline, with analysts projecting further earnings growth and stock upside. Franklin Resources has moderated investor outflows and beaten earnings estimates, while Archer Daniels Midland raised guidance despit
Breaking Down the Impact of the CHIPS Funding Deal for Quantum Firms (opens the original)
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Interested in D-Wave Quantum Inc.? Here are five stocks we like better. The U.S. Commerce Department awarded $100 million each in CHIPS Act funding to D-Wave Quantum, Rigetti Computing, and Quantinuum to support domestic quantum computing development. Rigetti and D-Wave benefit from the cash infusion by strengthening their balance sheets and reducing reliance on dilutive equity offerings amid rising expenses. IonQ did not receive funding, likely due to unresolved regulatory issues from its SkyWa
Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand (opens the original)
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Interested in Analog Devices, Inc.? Here are five stocks we like better. Analog Devices delivered a record fiscal third quarter, with data center strength leading growth, while industrial and automotive also contributed meaningfully. Industrial revenue accounted for nearly half of Analog's quarterly sales, indicating that the semiconductor recovery is broader than AI infrastructure alone. Microchip Technology offers a similar diversified chip setup, with exposure to industrial, automotive, aeros
Defense, Solar, and Refining Stocks Split as the Iran Conflict Raises Energy Risk (opens the original)
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Interested in Science Applications International Corporation? Here are five stocks we like better. Renewed escalation in the Iran conflict has lifted oil prices and kept energy-security concerns at the center of the market. SAIC's defense IT exposure and strong fiscal second-quarter results make it a steadier way to play higher national security demand. SolarEdge still faces financing and residential-solar headwinds, while Marathon Petroleum has benefited most directly from elevated refining mar
3 AI Optical Networking Stocks Positioned for the Data Center Buildout (opens the original)
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Interested in Ciena Corporation? Here are five stocks we like better. Ciena delivered a strong fiscal third quarter, but shares fell as investors focused on margin normalization, customer concentration and high AI networking expectations. Ciena's backlog and fiscal 2027 outlook suggest AI optical demand remains strong, even if the post-earnings sell-off exposed company-specific risks. Lumentum and Coherent offer different ways to play the same optical networking cycle, with exposure to photonics
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