Backlog inventory, or the pileup of sold but unshipped units, is one of the fastest ways to turn strong demand into frustrated customers and shrinking ...

Cognex Corporation delivered strong Q4 results, with revenue up 10%. Check out why I am upgrading my rating on CGNX stock to Strong Buy.

Anthropic Claude Code is leading a shift away from manual code, favoring agentic AI. Agentic AI demands more CPU computing power, which fits Arm's strength. Arm just saw data center royalty revenue ...

The so-called "SaaSpocalypse," or the sharp sell-off in software stocks in recent days, didn't happen in a vacuum. Investors are responding to a real threat from AI start-ups like OpenAI and Anthropic ...

Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out. Alphabet stock has tripled since then. This isn't the first ...