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Sahm
sahmcapital.com > news > content > nvidia-and-3-ai-hardware-stocks-powering-data-center-growth-2026-08-14

Nvidia And 3 AI Hardware Stocks Powering Data Center Growth

1+ day, 8+ hour ago   (284+ words) The stocks covered below are just a small sample, while the full screen surfaced 62 more companies with equally compelling AI hardware narratives that are not included here. If you want to identify potential front runners in next generation compute, go…...

Sahm
sahmcapital.com > news > content > microsoft-stock-and-2-ai-infrastructure-picks-for-stable-energy-costs-2026-08-14

Microsoft Stock And 2 AI Infrastructure Picks For Stable Energy Costs

1+ day, 8+ hour ago   (265+ words) Microsoft’s cloud and AI story is accelerating, and the real swing factor may sit in the details of its forecasts. Use the analyst forecasts for Microsoft to see what analysts think could change that story next Microsoft and the two…...

Sahm
sahmcapital.com > news > content > cisco-q4-preview-stock-up-60-in-2026-market-expert-sees-64-more-upside-after-earnings-2026-08-11

Cisco Q4 Preview: Stock Up 60% in 2026, Market Expert Sees 64% More Upside After Earnings

5+ day, 20+ hour ago   (510+ words) Cisco Systems (NASDAQ:CSCO) stock has rallied in 2026 and the company looks to build on that momentum after reporting fourth-quarter financial results Wednesday after market close. Here are the earnings estimates, what experts are saying ahead of the report and…...

Sahm
sahmcapital.com > news > content > ai-stocks-are-now-more-volatile-than-bitcoin-they-could-also-be-the-reason-for-bitcoins-reversal-2026-08-14

AI Stocks Are Now More Volatile Than Bitcoin. They Could Also Be the Reason for Bitcoin's Reversal

1+ day, 8+ hour ago   (440+ words) PHLX Sox Semiconductor Sector Ishares Artificial intelligence stocks continue to dominate investor attention, translating into more volatility in equities in than the once famously volatile Bitcoin (CRYPTO: BTC) market. Jeroen Blokland, founder of the Blokland Smart Multi-Asset Fund, on Friday…...

Sahm
sahmcapital.com > news > content > pinnacle-wests-equity-raise-and-reaffirmed-guidance-might-change-the-case-for-investing-in-pnw-2026-08-14

Pinnacle West’s Equity Raise and Reaffirmed Guidance Might Change The Case For Investing In PNW

1+ day, 8+ hour ago   (148+ words) Pinnacle West Capital Corp Invest in the nuclear renaissance through our list of 90 elite nuclear energy infrastructure plays powering the global AI revolution. Pinnacle West Capital's narrative projects $6.4 billion revenue and $839.9 million earnings by 2029. Uncover how Pinnacle West Capital's forecasts…...

Sahm
sahmcapital.com > news > content > devon-energy-stock-and-other-oil-producers-built-for-higher-fuel-prices-2026-08-14

Devon Energy Stock And Other Oil Producers Built For Higher Fuel Prices

1+ day, 8+ hour ago   (471+ words) The 3 stocks below are just a starting sample, and the full screen surfaced 62 more U.S. energy and fuel price beneficiaries with equally compelling narratives that are not covered here. If you want to go straight to the source and identify your…...

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sahmcapital.com > news > content > 3-financial-stocks-winning-from-higher-cash-yields-2026-08-14

3 Financial Stocks Winning From Higher Cash Yields

1+ day, 8+ hour ago   (268+ words) Interactive Brokers Group, Inc. Class A The stocks below are just a starting sample, and the full screen surfaced 13 more companies with equally compelling narratives that are not covered in this article. To identify and analyze the highest conviction short…...

Sahm
sahmcapital.com > news > content > 5-ai-stocks-with-strong-growth-to-buy-on-the-rebound-2026-08-14

5 AI Stocks with Strong Growth to Buy on the Rebound

1+ day, 8+ hour ago   (689+ words) Markets have been choppy over the last few weeks, but the AI rally appears to be building momentum again as several major stocks bounce off key technical levels. Earnings season was a positive one for this trade, and many companies…...

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sahmcapital.com > news > content > applied-industrial-technologies-to-rally-around-12-here-are-10-top-analyst-forecasts-for-friday-2026-08-14

Applied Industrial Technologies To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Friday

1+ day, 8+ hour ago   (372+ words) Sahm Applied Industrial Technologies To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Friday Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see…...

Google News
sahmcapital.com > news > content > full-transcript-gemini-space-station-q2-2026-earnings-call-2026-08-14

Full Transcript: Gemini Space Station Q2 2026 Earnings Call

1+ day, 8+ hour ago   (809+ words) Gemini Space Station, Inc. Class A On Friday, Gemini Space Station (NASDAQ:GEMI) discussed second-quarter financial results during its earnings call. The full transcript is provided below. Gemini Space Station's total revenue grew 37% year over year to $45.5 million, driven by…...