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Line chart comparing CarMax combined quarterly unit sales and KMX stock price indexed to Q2 FY26. Unit sales rose to 114.7 by Q2 FY27 while the KMX stock-price index rose to 133.2 after a 59% EPS beat.
CarMax Isn't Dead Yet
Consumer Discretionary

CarMax Isn't Dead Yet

Horizontal timeline chart showing four 2026 chipmaker AI-startup deals: NVIDIA buying Illumex, Kumo AI, and Hugging Face, and AMD buying World Labs, with deal values from roughly $75 million reported to $12.9 billion.
Chipmakers Buy the AI Stack
stocks

Chipmakers Buy the AI Stack

Horizontal bar chart comparing valuation-to-revenue multiples for Anthropic, OpenAI, Nvidia, Microsoft, Alphabet, Meta, and Amazon, showing Anthropic at 43.5x annualized Q2 2026 revenue.
The $2T AI Multiple
AI

The $2T AI Multiple

Line chart comparing NVIDIA buyback authorization increases from 2023 to 2026 with NVDA split-adjusted stock price. The latest point shows a $150 billion authorization and $235 billion remaining buyback capacity through fiscal 2028.
Nvidia Just Dropped a $150B Buyback
stocks

Nvidia Just Dropped a $150B Buyback

Line chart showing the CME FedWatch probability of a 25-basis-point Fed hike at the Oct. 27-28, 2026 FOMC meeting. The probability rose from 55.4% on Sept. 17 to a 70.9% peak on Sept. 23 and stood at 68.1% on Sept. 28.
Another Fed Hike Is Now the Base Case
Federal Reserve

Another Fed Hike Is Now the Base Case

Two-line chart comparing Cracker Barrel quarterly comparable-store sales growth from fiscal 2024 through fiscal 2026. Retail sales growth overtakes restaurant sales growth in the final two quarters and ends at positive 0.7%, while restaurant sales end at negative 2.1%.
Cracker Barrel's Gift Shop Just Beat the Dining Room
Consumer Stocks

Cracker Barrel's Gift Shop Just Beat the Dining Room

Historical line chart of the S&P 500 Shiller P/E from 1871 through September 2026. The current reading of 41.48 is highlighted in red near the December 1999 record of 44.19, with the long-run mean marked at 17.42.
Stocks Are Back in Dot-Com Territory
Market Valuation

Stocks Are Back in Dot-Com Territory

Chart for A Down-Trending Market

A Down-Trending Market

Stock Ideas

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IQV

Iqvia Holdings Inc.

IQV is a leading life-science services provider showing steady mid-single-digit revenue growth with recent YoY pickup and a confirmed Stage-2 uptrend backed by strong relative strength.

Life Science Tools & CDMO
GMAB

Genmab A/S

Genmab is emerging as a Biotech Therapeutics leader as sustained institutional accumulation and strong relative strength have pushed shares near a 52-week high in a confirmed uptrend.

Biotech Therapeutics
MSFT

Microsoft Corp

Microsoft's sustained mid-teens revenue growth, high institutional ownership, and leading cloud footprint position it as a timely leader in Cloud & Hosting Infrastructure themes.

Cloud & Hosting Infrastructure
NSP

Insperity, Inc.

Insperity is a leading HR outsourcing and services provider whose steady service revenue, strong institutional accumulation, and confirmed technical uptrend make it a timely enterprise HR-services leader.

Enterprise & Vertical Software
TNET

Trinet Group, Inc.

Trinet combines enterprise-focused HR services with re-accelerating GAAP quarterly EPS growth, heavy institutional ownership, and an established Stage 2 uptrend within Enterprise & Vertical Software.

Enterprise & Vertical Software
MANH

Manhattan Associates Inc

Manhattan Associates pairs accelerating revenue growth with an established Stage 2 technical uptrend, making it a timely leader in enterprise logistics and vertical software solutions.

Enterprise & Vertical Software

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