Growth Stock Radar

Strong services expansion paired with rising prices is spotlighting rate-sensitive growth names.

• ISM Services PMI hit 54.9 and Composite PMI...

Growth stocks have shrugged off early-2026 turbulence—tariffs, shutdowns, Iran conflict, and AI disruption fears—to hit new highs, aided by improved...

European quality growth stocks now trade at their narrowest valuation premium in years after AI enthusiasm compressed multiples.

• Semiconductor...

Private markets attract capital into larger rounds and high-profile names while broader liquidity remains tight.

• UK venture secured £16.9bn across...

US Q3 earnings season kicks off with markets priced for robust growth that could falter on any tech disappointment. Global earnings forecasts now hinge heavily on AI momentum and shifting energy prices per the sector breakdown.

Marvell outlined an ambitious $90 billion revenue target at its investor day, giving shares a lift as it rides AI infrastructure demand. Traders will watch whether custom silicon and hyperscaler deals can deliver on that scale.

• DeepSeek raised oversubscribed $12-15B round led by Tencent and CATL after targeting $7B, betting on open-weight models that match frontier...

Nvidia and AMD hitting record highs does not signal broad overvaluation in growth stocks, as the S&P 500's PEG ratio just reached a 30-year low with robust earnings growth of 29.5% expected for Q3 and 32.4% for 2026.

• Repetitive, rules-based tasks in desktop apps and multi-program workflows are the earliest practical targets for automation, with Astra showing...

AI startups are turning M&A into a core growth engine, using deals to close product gaps, acquire talent, and enter new markets faster than organic...

Meta's shift to AI infrastructure builds on its past mobile bets like Instagram and WhatsApp, but substantial AI spending and heavy ad dependence...

Accel-KKR's acquisition of Point of Rental, a provider of software for rental and hire businesses, highlights private-equity demand for specialized vertical platforms with industry-specific workflows.

Nvidia's early CUDA platform and AI focus built a durable lead through customer ties and annual GPU refreshes like Blackwell, with demand still...

Oracle and Amazon results will validate if AI capex is monetizing, with hyperscaler cloud growth expected to accelerate from 48% to 55% YoY. Strong backlogs and sustained demand would support the trade, while any deceleration flags peak-cycle risks.

Anthropic's planned $2 trillion IPO could unlock $300-400 billion in liquid value for Amazon and Alphabet through their 15-20% stakes, providing...

Q3 2026 set a record with 27 billion-dollar rounds, eight at $3B+, led by frontier labs and data centers. AI captured 64% of global VC ($102B), while...

Rising real yields are pressuring weaker balance sheets, making financially healthy growth stocks more attractive.

• Broadcom (AVGO): $1.6t market...

Can SoFi's partner-enabled loan platform reignite growth, or will partner economics limit recovery?

Northwise Project highlights the platform's...

Frontier AI firms are leveraging huge private rounds to delay public debuts while the broader IPO market stalls amid 5%+ Treasury yields.

• OpenAI...

Schneider Electric's all-cash acquisition of PTC at a 42.3% premium values the industrial software provider at $22.6 billion equity, signaling strong...