Key PointsAstera Labs is essentially a “pick-and-shovel” AI company. It doesn’t make the headline GPUs, but it supplies the connectivity layer that makes large AI clusters actually function.

Key PointsA buyer's market for homes in the U.S. will eventually turn the tide in Home Depot's favor.

Key PointsAdded 686,639 Ellington Financial shares; estimated trade value $8.73 million (based on mean unadjusted closing price from January to March 2026).

Key PointsBroadcom's stock is pricing in a lot of future success.

Key PointsSPTM and ITOT provide broad domestic equity exposure with identical low expense ratios.

Key PointsFear can often keep investors on the sidelines, missing out on potential gains.

Key PointsCAZ Investments bought 1,925,299 shares of Blue Owl Technology Finance Corp, an estimated $24.54 million trade based on quarterly average pricing.

Block (NYSE: XYZ) captured headlines with a massive layoff announcement.

Qualcomm (NASDAQ: QCOM) is expanding into arguably the most lucrative category right now.

Peloton (NASDAQ: PTON) is turning things around.

The e-commerce facilitator disappointed investors with its recent update.

Palantir (NASDAQ: PLTR) and AMD (NASDAQ: AMD) are two of the most popular AI stocks in the world.

The CEO is confident in the company's long-term prospects.

Mercado Libre (NASDAQ: MELI) is sometimes referred to as the Amazon of Latin America.

Lyft (NASDAQ: LYFT) is growing its customer base.

The gig economy platform faces several headwinds slowing growth.

Technology is enhancing the customer value proposition.

Mastercard (NYSE: MA) stock is trading near its cheapest valuation in years.

The management team is struggling to reinvigorate growth.

Airbnb (NASDAQ: ABNB) operates an asset-light business model.

Key PointsNvidia's approach to quantum artificial intelligence (AI) is to build hybrid environments featuring quantum models paired with existing GPU architectures.

Key PointsBank of America analyst Vivek Arya has increased Nvidia’s target price from $300 to $320.

Key PointsThe Shiller CAPE ratio measures the value of the S&P 500 relative to earnings growth over a long-term period.

Key PointsBigBear.ai and C3.ai are losing their relevance in the crowded AI software market.

Key PointsEnbridge has raised its dividend annually for 31 consecutive years.