Tellurian develops liquefied natural gas projects and exports·Rising global energy and AI power needs could boost demand, making current low price attractive for patient long · term investors
GE Vernova, power equipment and services company·Strong energy demand and AI needs boost orders and outlook, lifting shares
Supermicro builds high·performance servers and AI hardware systems · Strong AI · focused products and defense servers drive growth and investor interest
Fast·growing AI infrastructure business with improving profitability · Early · stage company builds AI infrastructure, growing quickly while margins steadily improve
Global X Copper Miners ETF tracks copper mining companies·Rising copper demand and tight supply could boost miners’ profits
Lantronix makes hardware and software that connect devices to networks·Low price plus strong rules advantage could attract a buyer
CRVW·AI infrastructure firm backed by Nvidia · Strong Nvidia partnership and AI demand fuel rapid growth, but momentum may fade
Seagate Technology Holdings plc makes data storage hardware·AI data centers need more storage, driving strong demand and outlook
Mastercard Incorporated·global payments network and credit services provider · Strong, durable business keeps growing as people keep spending more · Some worry about new card rules, but most expect limited damage
Sphere Entertainment Co·operates immersive entertainment venues and experiences · Strong demand and premium pricing drive early · stage growth, boosting confidence
iShares Latin America 40 ETF tracks major Latin American stocks·Region breaks long slump as resources and deglobalization boost demand
Spruce Biosciences develops treatments for rare endocrine disorders·Strong belief in drug approval drives hope for big future gains
VanEck Rare Earth/Strategic Metals ETF tracks rare earth and strategic metals companies·US support and lower imports lift demand, prices, and prospects
Texas Instruments makes analog and embedded chips for electronics·Strong outlook and chip demand offset earnings miss, boosting investor confidence
Cloudflare runs on AI optimism but valuation stays debated·AI demand and Anthropic ties boost growth hopes and upgrades · rich pricing makes investors compare carefully, keeping some cautious on future returns
Crown Castle International Corp operates wireless and fiber infrastructure·Strong AI data center demand plus big partners boosts growth hopes
United States Copper Index Fund tracks copper futures prices·Growing copper demand from EVs and data centers drives price surge
Vanguard Group·diversified investment manager and ETF provider · Legal worries ease as gas demand and energy outlook improve, attracting dip buyers
MP Materials·US rare earth producer supporting secure supply · Rising rare earth demand and US support could drive long · term gains, but recent run · up and crowded sentiment may cause choppy moves
NVIDIA Corporation designs advanced chips powering AI and graphics systems·Huge AI chip demand drives rapid growth and big profit gains, but rich price and fast · changing tech could make future results bumpy