Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

The Latest Breaking News from TradeSmith

The AI Sell-Off Continues—These 3 Stocks Keep Raising Guidance Anyway

AI stocks like Lumentum, Dell and Everpure are selling off even as they report sold-out capacity and raised guidance, compressing valuations as analysts watch earnings revisions for a bottom.

MarketBeat · Oct 19

3 Retail Dips Backed by Rising Consumer Demand

Consumer demand rose 7.9% year-over-year in August even as retail stocks sold off, and TradeSmith's Andy Swan sees Walmart, Home Depot and Amazon benefiting.

MarketBeat · Sep 21

3 Contrarian Trades for a Market That Looks Too Hot

TradeSmith's Jeff Clark favors call options over shares on TLT, UNG and SMH to limit risk, citing Treasury bonds, natural gas and semiconductors as contrarian plays as major indexes trade near record highs.

MarketBeat · Aug 25

From analysis to the latest developments in health,
read the most diverse news in one place.

3 Stocks That Prove the AI Trade Isn't Over, It Moved

As AI infrastructure spending tops $725 billion for 2026, TradeSmith's Keith Kaplan points to Lemonade, AppLovin and Hinge Health as application-layer stocks turning AI into actual profit.

MarketBeat · Aug 5

Buyback Boom: These 3 Companies Are Betting Billions on Their Own Stocks

Dollar Tree, Morgan Stanley, and Accenture recently announced $2.5 billion, $20 billion, and $2 billion buyback plans, respectively, totaling $24.5 billion amid a record year for S&P 500 repurchases.

MarketBeat · Jul 20

The AI Boom Has a Second Act—And It's Playing Out in Optics

Lucas Downey of TradeSmith outlines three optical networking stocks—Amphenol, Corning, and Ciena—capitalizing on the multi-year AI data center build-out as analysts play catch-up.

MarketBeat · Jun 29

5 Stocks Winning the AI Race While Everyone Watches NVIDIA

The real AI growth story has shifted to physical infrastructure. Keith Kaplan of TradeSmith identifies 5 stocks across memory, photonics, cooling, power, and the grid that still have significant upside.

MarketBeat · May 26

Read news from The Economist, FT, and more,
with one subscription

Investors Abandoned These 3 AI Stocks Too Early, Says Jeff Clark

Jeff Clark of TradeSmith makes the contrarian case for Figma, Kratos Defense, and SoundHound AI as the market's narrow rally leaves dozens of growth stocks behind.

MarketBeat · May 21

3 Stocks Flashing Rare Buy Signals After the Market's Wildest Month

A historic 11-day NASDAQ rally has pattern-based traders on alert. Here are three stocks, United Airlines, DT Midstream and Astera Labs, flashing signals now.

MarketBeat · Apr 21

Spring Cleaning Your Portfolio: 4 Stocks With Rising Risks Heading Into Q2

Investors are monitoring NVIDIA, Tesla, Rivian and NIKE, as these high-profile stocks face valuation and demand hurdles in the coming second quarter.

MarketBeat · Apr 7

3 Non-Tech Stocks in TradeSmith's Green Zone for Financial Health

The TradeSmith Health Indicator helps investors find stocks that are in the Green Zone, and ExxonMobil, Citigroup, and NextEra Energy currently fit the bill.

MarketBeat · Mar 9

3 Contrarian "Buy the Dip" Picks—and One Area to Avoid

Jeff Clark of TradeSmith discusses contrarian setups in oversold software, discounted Bitcoin, and Albertsons as rotation hits former leaders—plus why gold miners may be due for a pullback.

MarketBeat · Feb 7

Coverage From

MarketBeat

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.