As of January 2, 2026, the global semiconductor landscape has shifted from a story of general-purpose processing to one of high-speed data movement. At the epicenter of this shift sits Micron Technology (NASDAQ: MU). Long viewed by Wall Street as a volatile, cyclical proxy for the commodity memory market, Micron has spent the last 24 [...]
As of January 2, 2026, SoFi Technologies (NASDAQ: SOFI) finds itself at a historic crossroads. Once dismissed by Wall Street skeptics as a "cash-burning fintech experiment," the San Francisco-based digital bank has silenced detractors by delivering eight consecutive quarters of GAAP profitability. The company is now being closely monitored by institutional investors and retail traders [...]
As of December 31, 2025, MicroStrategy Inc. (NASDAQ: MSTR) stands as one of the most polarizing and fascinating case studies in modern corporate finance. No longer viewed simply as a legacy software provider, the company has successfully transitioned into what it describes as the world’s first "Bitcoin Development Company." By integrating a steady enterprise software [...]
Wealth Enhancement’s latest 13F filing highlights USVM as a deliberate tool for accessing small- and mid-cap stocks, a move that blends both value and momentum while keeping volatility in check.
The semiconductor sector, the undisputed engine of the 2025 market rally, faced a stark reality check on January 8, 2026. After a blistering start to the year that saw several industry leaders touch all-time highs, a wave of aggressive profit-taking swept through the sector. The reversal was catalyzed by a
In a clear signal of the shifting tides within the financial markets, Axos Financial (NYSE:AX) surged to a new 52-week high of $93.92 on January 8, 2026. This milestone marks a significant achievement for the digital-first bank, which has consistently outperformed its traditional peers through a combination of
The Tweedy, Browne Insider + Value ETF is a year old. The actively managed ETF focuses on undervalued companies where insiders have purchased shares and/or are pursuing opportunistic buybacks. These two are worth owning for the long haul.
In a move that has sent shockwaves through the American industrial complex, the White House issued a sweeping Executive Order on January 7, 2026, fundamentally altering how the nation’s largest defense contractors manage their capital. The order, titled "Prioritizing the Warfighter in Defense Contracting," effectively bans stock buybacks and
Shares of automation software company UiPath (NYSE:PATH) fell 5% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.
