Alphabet delivers an integrated AI stack with TPUs, data scale, and near-zero inference costs, plus targets and key risks.

Meta is rated a Strong Buy, with current valuation dislocation driven by accounting noise and misunderstood CapEx cycles.

Marvel Phase 6 is about to kick off in a big way in 2026. Over the next 12 months alone, we've got a new Avengers movie, another Spider-Man outing, and plenty more coming our way on the small screen.