Bulls are Piling into This Broadband Stock as AI Drives Internet Usage
A leading provider of virtualised cable network technology is benefitting from the DOCSIS 4.0 upgrade cycle while building a growing fibre business.
Foresight
A fortnightly newsletter about the world’s most innovative public companies. With a focus on disruptive technologies — think AI, robotics & space — we cover stocks poised to capture market share as their industries blossom... Foresight's a wonderful thing
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Can This Memory Player Diversify Revenue Towards AI?
This ‘picks and shovels’ play is riding an AI-driven NAND boom, diversifying from consumer electronics into enterprise storage and automotive markets.
These Three Stocks Are Pushing Physical AI Towards Its ChatGPT Moment
These Three Stocks Are Pushing Physical AI Towards Its ChatGPT Moment
Is This Data Centre Construction Stock Trading at a Discount?
Sterling Infrastructure is riding surging US data centre construction demand, though capacity constraints and a rich valuation complicate the outlook.
Three Stocks Leading One of Healthcare’s Most Exciting Themes
These three stocks offer investors exposure to the fast-growing radiopharmaceutical and precision medicine market.
Can Latin America’s Digital Champion Turn Expansion into Profit?
MercadoLibre’s Q2 revenue grew at its fastest rate in four years, but investment squeezed margins, testing the bull case for sustained profitability.
This Chipmaker is Down 50%; Analysts Think It’s a ‘Buy’
Despite strong quarterly results, this chipmaker’s shares fell as investors reassessed elevated expectations; nonetheless, five out of seven analysts say ‘buy’.
Can These Three Stocks Help Japan Regain Its Robotics Lead?
Backed by Nvidia, these companies are central to Japan’s robotics push – but can they fend off China’s cheaper manufacturing edge?
Three Chip Equipment Stocks Benefiting from the AI Memory Boom
Even as semiconductor stocks face a sell-off, these chip equipment firms are riding the AI memory boom in chip equipment.
This Small-Cap Copper Miner is a Bet on the AI Boom
A copper miner looks to expand production and make the most of rising copper demand driven by the AI infrastructure boom.
The Three Stocks With the Most Potential Upside, According to Analysts
These stocks show the biggest gaps to analyst price targets. What are the bull and bear case for each amid the recent sell-off?
Can this AI Cloud Challenger Take On the Giants?
Nebius is building a full-stack AI cloud platform with Nvidia’s backing, but faces growing competition from big beasts in the space.
America’s Largest Mortgage Lender is Primed for the Next Housing Cycle
Shares of the US’ largest mortgage lender are down nearly 20% year-to-date, but the company remains well positioned to benefit when rates move lower.