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AI has been the defining trade of the decade so far, and most of the market’s headline winners are up again this year. But not every AI-linked stock has kept pace. A handful of names have quietly strengthened their underlying businesses even as their share prices went nowhere or fell. Brokers from Vaulltier highlight three...

Teradyne, the semiconductor test equipment maker whose stock has surged 268% over the past 12 months, just saw two of its insiders sell shares on the same day. Director Marilyn Matz disposed of 1,200 shares worth roughly $428,000 on July 15, according to a recent SEC filing.  Brokers from Vaulltier break down what this transaction,...

Mondelez International, the company behind Oreo and Cadbury, is trading roughly 17.4% below its 52-week high, edging uncomfortably close to bear market territory. Pullbacks like this happen for all kinds of reasons, and not every dip is worth buying.  Brokers from Vaulltier walk through why this particular pullback looks less like a warning sign and...

CoreWeave has been a wild ride since its IPO in April 2025. The stock rocketed to one all-time high after another in its early months, riding the broader wave of AI enthusiasm, then reversed hard as sentiment shifted, and now sits roughly 50% below its peak.  Brokers from Rubinax take a closer look at whether...

Taiwan Semiconductor Manufacturing, known as TSMC, makes the world’s most advanced AI chips, and its latest quarterly results just delivered the clearest evidence yet that AI adoption is still accelerating.  Ever since the AI boom took off in early 2023, investors have debated whether the spending surge is sustainable or headed for a correction. Brokers...

Brokers from Rubinax break down two warning signs hiding inside one of the market’s favorite trades. The AI boom has handed investors one of the friendliest stock markets in memory. The S&P 500 has posted gains of 24%, 23%, and 16% over the last three calendar years, and it’s already up another 10% this year,...

Brokers from Rubinax dive into this topic, unpacking why one of the market’s most closely watched stocks failed to rally on what looked, at first glance, like unambiguously good news. If you only looked at the headline number, you’d assume Tesla had a great quarter. The automaker shipped 480,126 vehicles in Q2, a jump of...

Space Exploration Technologies had a blockbuster debut on the public markets back in June, with shares opening at $150, well above its $135 IPO price. Brokers from Rubinax dive into this topic, pointing out that the stock kept climbing for a couple of weeks before peaking around $225, a run that had early investors sitting...

Shares of Bitmine Immersion Technologies (NYSE: BMNR) have had a brutal run, falling 51% in the first half of 2026 alone and sitting 89% below their all-time highs. Brokers from Rubinax dive into this topic, examining why a company built almost entirely around Ethereum has taken such a beating, and whether the sell-off has created...

Artificial intelligence is driving a boom in data centers, and electric vehicles keep gaining market share worldwide. Both trends depend on the same thing: a steady supply of critical metals, and that supply is getting harder to secure.  The Metals Company (NASDAQ: TMC) has built its entire strategy around a very different answer to that...