Updated: August 3, 2026 | By Jenna Lofton, StockHitter.com The Short Version: Palantir just posted its ninth consecutive earnings beat, revenue growth accelerating to 92.8%, and a Rule of 40 score of 155. That number should not exist. I checked twice. The stock had fallen 40% from its high heading into tonight purely on valuation…
Updated: July 31, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Nebius just had the kind of month most companies wait a decade for. Nvidia quietly disclosed a 9.3 percent stake. The stock popped 19 percent in a single session. The company also locked in the neocloud sector’s first-ever GPU-backed debt facility. All of…
Updated: July 29, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Every GPU that runs an AI workload generates heat. Every AI data center needs power before a single chip can operate. Vertiv sits at the intersection of both problems and just posted its second consecutive quarter of raised full-year guidance. The stock fell…
Updated: June 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Broadcom is the rare technology company that delivers both triple-digit AI revenue growth and a dividend that has compounded at 30 percent annually for a decade. Most investors have to choose between growth and income. With AVGO, you do not. That combination, backed by…
Updated: June 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Nvidia is the most important company in the AI infrastructure cycle and it is not particularly close. The CUDA software ecosystem, the Blackwell architecture ramp, and the hyperscaler capex commitments pointing to its products create a combination of demand visibility and competitive moat that…
Updated: May 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line The AI infrastructure cycle is the most significant capital investment story in a generation. The four largest technology companies on earth committed over $400 billion to AI infrastructure in 2025 alone, with 2026 guidance pushing above $600 billion combined. That money flows somewhere. Finding…
Updated June 10th, 2026 May delivered another strong month for anyone paying attention to the infrastructure layer of the AI economy. The S&P 500 held up, earnings across this watchlist were broadly strong, and the common thread across every name below got louder: the companies that build, power, and enable the AI build-out are generating…
Updated: May 2026 | By Jenna Lofton, StockHitter.com The Short Version: Datadog just crossed $1 billion in quarterly revenue for the first time, grew 32% year-over-year, beat estimates on both revenue and EPS, raised full-year guidance by $240 million, and the stock jumped 30% in a single day. Most people still think of Datadog as…
Updated: May 2026 | By Jenna Lofton, StockHitter.com The Short Version: Arista reported $2.71 billion in Q1 2026 revenue, beat estimates by $100 million, and raised full-year guidance to $11.5 billion. The stock sold off anyway on margin pressure concerns and supply chain commentary. That selloff is the more interesting story than the beat, and…
Disclosure: This article contains affiliate links. If you purchase through these links, I may receive a commission at no additional cost to you. My opinions are my own and based on actual research and membership experience. Last Updated May 2026 by Jenna Lofton I’ll be honest with you. When I first heard “SpaceX IPO,” my…