Fortinet is a Strong Buy due to raised guidance, robust data center traction, and superior product economics versus peers.

Lam Research (LRCX) could gain from rising AI CapEx and data center buildouts; margin strength may drive a 30x P/E re-rating.

I like the look and feel of the Motorola Edge (2026), but it simply can't keep up in a crowded mid-range space.

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Discover the Motorola Edge (2026) – a sleek smartphone with robust durability, versatile cameras, and quick charging at an appealing price.

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Key TakeawaysTSMC’s gross margin expanded from 59% in the June 2025 quarter to 68% in June 2026, even as management guided the next quarter down to 66% on 2 nanometer ramp dilution, a step back that ...

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