Constellation Energy and American Electric Power stack up on nuclear scale, capital plans, ROE and stock gains as clean power demand from data centers...

Constellation Energy and American Electric Power stack up on nuclear scale, capital plans, ROE and stock gains as clean power demand from data centers...

BA and RTX ride a surge in global defense spending, but earnings revisions, backlog strength and balance sheets tell different stories.

BA and RTX ride a surge in global defense spending, but earnings revisions, backlog strength and balance sheets tell different stories.

ALAB and KLAC benefit from AI-driven chip demand, but KLAC's process control strength and packaging momentum give it greater upside potential.

ALAB and KLAC benefit from AI-driven chip demand, but KLAC's process control strength and packaging momentum give it greater upside potential.

PSTG and NTAP battle for AI-driven storage demand, but diverging growth, guidance and valuations set them apart.

PSTG and NTAP battle for AI-driven storage demand, but diverging growth, guidance and valuations set them apart.

TGT's digital push, AI tools and $5B investment plan boost its appeal, while COST leans on steady growth, loyalty and scale.

TGT's digital push, AI tools and $5B investment plan boost its appeal, while COST leans on steady growth, loyalty and scale.