Khadija Saeed

Khadija Saeed is a financial markets reporter at TS2.tech, specializing in stocks, technology and emerging industries. She studied economics and finance at the London School of Economics and previously worked in market research before moving into financial journalism. Her coverage focuses on the companies, innovations and economic trends influencing global investors. Follow Khadija Saeed on Google News.

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave is drawing fresh support on Wall Street after GF Securities started coverage with a “Buy,” but the bigger trade is no longer just one stock. Investors are now measuring the Nvidia-backed AI cloud company against Nebius, a fast-growing rival that is turning big customer contracts into power, data centers and debt-funded capacity.
AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

Super Micro Computer has become the contested stock in the AI infrastructure trade, with fresh Zacks Investment Research notes putting it ahead of Nebius Group for near-term appeal while saying Alphabet offers the safer way to own the same theme. A separate Zacks note said Teradyne may offer more upside than Cisco as chip-testing demand tied to AI accelerators lifts results.
Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

IREN Ltd. co-founder and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until 2030 for a 1-gigawatt “AI factory” — the big data centers that power AI models — started today to go live. IREN shares were quoted at $56.83 before the U.S. open, putting the Nasdaq-listed firm’s market cap around $19 billion.
Taiwan Market Rises Ahead of India as TSMC Gains

Taiwan Market Rises Ahead of India as TSMC Gains

Taiwan passed India in stock-market size, with most of the move coming from gains in Taiwan Semiconductor Manufacturing Co. The chipmaker’s strength in AI chips has helped push Taiwan into the group of top equity-market winners from the AI trade. The total value of listed Taiwan shares was $4.95 trillion as of May 25, ahead of India’s $4.92 trillion, Bloomberg data shows. Taiwan is now fifth in the world, trailing the U.S., China, Japan, and Hong Kong.
26 May 2026
SanDisk AI rally has investors watching for what’s next

SanDisk AI rally has investors watching for what’s next

SanDisk’s AI rally is under new pressure as investor talk brings the stock’s valuation into focus again. Wall Street is now weighing if the memory-chip maker, already up sharply this year, can meet the most bullish price calls. Bernstein’s best-case scenario sees the stock going to $3,000—if NAND chip prices and profits keep climbing. NAND flash is the chip in solid-state drives, or SSDs.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 94 / 100
#2 BUY

AerCap

NYSE: AER 92 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 89 / 100
#4 BUY IN TRANCHES

Lennox

NYSE: LII 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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Editorial model selection. Not personalised advice.