Iridium Communications and Globalstar are emerging as compelling satellite investment opportunities in 2026. Iridium, with its profitable L-band network supporting defense and IoT, has seen its stock triple this year, driven by government contracts and growing commercial IoT subscribers. Meanwhile, Globalstar, known for powering Apple's emergency SOS, is set to be acquired by Amazon, reflecting its strategic value in direct-to-device satellite services. Both companies hold licensed spectrum and defense ties that mega-constellations like Starlink cannot easily replicate, making them attractive for investors seeking exposure to space without the high premium of Starlink.
AI-driven technology stocks like AMD, Google, Amazon, Microsoft, and Meta have surged recently, delivering strong returns without showing signs of a bubble. Analyst Julian Lin highlights that these companies trade at reasonable valuations supported b...
Amazon's core businesses—AWS, advertising, and Prime subscriptions—continue to generate strong, high-margin revenue, supporting steady profit growth. AWS alone posted $37.6 billion in Q1 2026 revenue with a 37.7% operating margin, while advertising a...
New analysis from TS Lombard predicts that the US will invest about 2% of its GDP in artificial intelligence and data center infrastructure in 2026, totaling up to $800 billion. This investment surpasses that of any other country and is comparable to...
Apple and Alphabet are currently best positioned in the AI industry, generating strong positive free cash flow despite increased capital expenditures across the sector. In contrast, companies like Microsoft, Amazon, Meta, and Oracle are experiencing ...
Investor Bill Ackman compares today's mega-cap stocks to Berkshire Hathaway during the dot-com bubble, suggesting they are undervalued as the market chases new AI trends. He highlights Microsoft, Meta, and Amazon as key players benefiting from AI's g...
