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7investing Stock Market Research

Being your own investor doesn’t mean you have to go it alone. Improve your investing insights with the stock market research of the 7investing lead advisors.

Our team dives deeper, going beyond the tickers and trends to provide you with the credible, actionable information you need to make the right moves and achieve your stock market investing goals. Read on to stay up to date with the latest 7investing research articles, podcasts, videos, and updates on your favorite companies.

  • Four heavy brass keys of different shapes laid in a row on dark slate, each catching a different sliver of light
    August 7, 2026||7.1 min||||

    4 Things That Will Decide the $200 Billion Weight-Loss Drug Market

    Pricing power, patent enforcement, route of administration and manufacturing origin. Simon Erickson's four-part checklist for the GLP-1 market.

  • Two identical medicine vials at opposite ends of a long polished boardroom table with a freshly signed document between them
    August 7, 2026||6.3 min||||

    Novo Nordisk and Hims & Hers Just Called a Truce. What Changed?

    Novo dropped its patent suit and will let Hims & Hers sell Wegovy on its platform. Here is what happened, why it took four years, and what it means.

  • A single compact steel reactor module standing alone inside an enormous empty industrial containment hall
    August 7, 2026||5.9 min||||

    NuScale Power (SMR): $31 Million in Revenue, a $180 Billion Maybe

    NuScale did $31 million of revenue and holds a non-binding deal for up to 9 gigawatts. Simon Erickson on the only approved US small modular reactor design.

  • A thick dull copper cable beside a bundle of hair-thin fiber optic strands blazing with transmitted light
    August 7, 2026||6.3 min||||

    Lumentum (LITE) Stock Doubled. Did Investors Already Miss It?

    Lumentum grew revenue 65% and lifted operating margin from 8% to 25% in a year. Simon Erickson on the laser transceiver boom and the fear of missing out.

  • An architect's drafting table lit by a single lamp, holding an illuminated blueprint of a data center floor plan
    August 7, 2026||6.1 min||||

    Is Broadcom (AVGO) the Central Architect of the AI Data Center?

    Broadcom does $64 billion in revenue and wants $90-$120 billion from AI alone by 2030. Simon Erickson explains why he calls it the AI data center's architect.

  • Ten glowing laboratory specimen jars on a dark steel shelf with one lit far brighter than the rest, symbolizing a ranked list of breakthrough technologies
    August 7, 2026||7.6 min||||

    MIT’s 10 Breakthrough Technologies for 2026, Ranked by Investability

    Simon Erickson force-ranked MIT Technology Review's 10 breakthrough technologies for 2026 from least to most investable. Here is the full list and his reasoning.

  • Home study with a paused video on a large screen, representing an episode viewing guide
    August 6, 2026||4.2 min||||

    Episode Guide: AI and the SaaS Reckoning With John Rotonti (February 16, 2026)

    A minute-by-minute map of Simon Erickson’s Feb 16, 2026 live episode with John Rotonti: SaaS valuations, moats, and the AI buildout — watch or skip.

  • Factory floor waking up at dawn, symbolizing a possible bottom in the US industrial recession
    August 6, 2026||5.9 min||||

    5 Signals America’s 3-Year Industrial Recession May Finally Be Ending

    ISM at 52.6, payrolls turning, trucking surging: John Rotonti’s five signals that the 3-year US industrial recession may be bottoming — and how he invests.

  • Modern glass campus surrounded by a wide water moat at dusk, symbolizing Alphabet's AI moat
    August 6, 2026||6 min||||

    Is Alphabet (GOOGL) the Widest-Moat AI Stock in the World?

    Portfolio manager John Rotonti calls Alphabet the widest-moat AI company in the world. His full-stack framework — and its risks — explained.

  • Dark office of software dashboards with half the screens going dark, symbolizing the SaaS stock reckoning
    August 6, 2026||6.2 min||||

    SaaS Stocks Fell From 20x Sales to 8x. Is the Reckoning Finally Over?

    SaaS valuations collapsed from 20x sales to 8x. Portfolio manager John Rotonti explains why the reckoning happened — and what could come next.

  • A conductor’s podium and baton at the head of a dark data-center aisle, representing AI agent orchestration
    August 4, 2026||7.1 min||||

    Is UiPath (PATH) Stock a Buy Right Now?

    ▶ Watch the full episode: AI Agents: The Truth About What They Can (And Can't) Do | UiPath Deep Dive [...]

  • August 5, 2026||7 min||||

    New to Investing? The AI Boom, Explained Through One Simple Technology

    This article is based on a real conversation between two veteran investors. Watch the full episode free on YouTube: From [...]