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While other sectors stall, AI investment is accelerating — showing up in earnings calls, corporate budgets, and real-world deployment. Capital is quietly concentrating around companies with clear demand and long-term relevance, and selective opportunities are forming right now.
A new research brief identifies 2 AI stocks trading under $15 that may be positioned for the next phase of growth — including key developments that could move these names in the months ahead.
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Have a Meaningful Memorial Day
A quiet reminder that the day is for honoring service members who didn’t make it home, not just the start of summer.
Image via The Hill
Trump Swats Away Critics of a Possible Iran Deal
President Trump blasted what he called “weak and ineffective” critics of a reported U.S. push toward a deal with Iran aimed at ending the nearly three-month conflict and reopening disrupted channels in the region. The White House has signaled it wants an off-ramp that reduces the risk of a wider war and stabilizes energy markets, even as skeptics argue Tehran can’t be trusted and any deal could look like rewarding aggression.
The flare-up underscores a familiar split: Republicans who want maximum pressure and hard lines versus a White House trying to manage escalation, oil prices, and U.S. force posture in the Middle East. What happens next will hinge on verification terms, enforcement mechanisms, and whether Iran’s proxies actually stand down—because paper agreements don’t stop rockets on their own.
Read the full story at The Hill →
India Reroutes Oil Buying as Hormuz Disruption Scrambles Supply
India is increasing purchases from Latin America and Africa after disruptions around the Strait of Hormuz complicated Middle East flows and raised shipping risk and costs. Importers and refiners are leaning on longer-haul barrels to keep refineries fed, even if the logistics are less convenient and freight is higher.
The shift highlights how quickly energy trade patterns can bend when a chokepoint looks unstable, and why price spikes often show up first in freight and insurance before they hit consumers. Watch for whether New Delhi taps strategic reserves, whether refiners adjust product exports, and how long alternative supply can cover if Hormuz volatility persists.
Read the full story at Reuters →
Image via Associated Press
Rubio in India: Trade Friction, Quad Messaging, and a Little Tourism
Secretary of State Marco Rubio wrapped a visit to New Delhi focused on managing trade tensions while reinforcing the Quad partnership with India, Japan, and Australia. The trip mixed diplomacy with optics: meetings with senior Indian leaders and public messaging about security cooperation in the Indo-Pacific, alongside some sightseeing that played well domestically.
The substance is the hard part: both countries want deeper strategic alignment but keep tripping over market access, tech rules, and tariffs. The near-term tell will be whether the two sides announce any narrow trade fixes—or kick the biggest disputes down the road while leaning on defense cooperation as the glue.
Read the full story at Associated Press →
Huawei Teases New Phone Chips as China’s Tech Race Tightens
Huawei says it plans new smartphone chips this fall and touted a new design approach intended to boost performance despite U.S. restrictions on advanced semiconductors and manufacturing tools. The move signals Huawei’s goal to keep climbing back in premium phones while pushing broader ambitions in AI-era computing, where Nvidia and Apple set the pace.
If Huawei can deliver meaningful gains at scale, it strengthens Beijing’s argument that export controls slow—but don’t stop—domestic innovation. Watch for real-world benchmarks, production yields, and whether supply constraints limit these chips to headline devices rather than mass-market volumes.
Image via Bloomberg
Ericsson Moves HQ Back to Central Stockholm, Leaving “Silicon Valley” Suburb Behind
Ericsson is relocating its global headquarters to central Stockholm after more than two decades in Kista, a suburb once branded Sweden’s Silicon Valley but now seen as struggling. The shift is both practical—access to talent, transit, and modern office space—and symbolic, reflecting how tech clusters can fade when investment and foot traffic move elsewhere.
For Sweden’s telecom champion, the bet is that a central hub improves recruiting and collaboration as the company fights for position in 5G/6G networks and enterprise connectivity. Watch how many jobs and teams relocate, and whether the move accelerates Kista’s broader decline or sparks a reinvention effort.
Read the full story at Bloomberg →
That’s the day, condensed.
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