Samsung $SSNLF ( ▲ 9.01% ) has found a new avenue for ad revenue: your fridge door.

No, it’s not mailing advertisements disguised as your kids’ report cards. Instead, it’s selling placements on the digital screens embedded in its $1,800 refrigerators.

On one hand, digital ads innovation has never looked more like a Black Mirror episode. On the other, what did you expect when you dropped $2K on a kitchen appliance? Restraint?

— Brooks & Cas

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Option Care Health $OPCH ( ▼ 0.35% ) has built its business on delivering infusion therapy outside the hospital. With more than 170 ambulatory clinics and thousands of patients treated at home, it is the largest player in a growing corner of health care. Revenue has more than doubled since 2019 and is on track to top $5.5 billion this year, according to company guidance.

Now, the home-care market itself seems poised for expansion, too. Industry forecasts call for infusion therapy to grow nearly 9% annually through 2030, fueled by an aging population, more complex biologic drugs, and cost savings for hospitals and insurers.

According to Barron’s, Option Care’s 5,000 clinicians put it in position to capture share as these trends accelerate.

Not all of 2025 has been smooth. A pricing adjustment tied to the Inflation Reduction Act reduced profitability on Stelara, a key therapy, by an estimated $60–70 million.

Management maintains that the impact is contained, with no single therapy representing more than 5% of revenue. Only 12% of revenue came through government programs last year, giving the company some protection from policy swings.

Option Care’s second quarter showed resilience: sales rose 15% year-over-year and adjusted EPS climbed 11%. Management raised full-year guidance and announced a $500 million buyback. Analyst Constantine Davides of Citizens JMP Securities reiterated an Outperform rating with a $38 target, implying upside of about 34%.

Acquisitions are a key part of Option Care’s strategy. In January, the company purchased Intramed Plus, extending its reach in the Southeast. Policymakers are also weighing new legislation that would expand Medicare recognition of home infusion, potentially supporting demand in the long term.

Option Care trades at about 11x projected 2025 EBITDA, below its historical range and the broader market multiple. Risks include competition from peers such as BrightSpring Health Services $BTSG ( ▲ 0.22% ) or alternative care offerings from giants like UnitedHealth $UNH ( ▲ 0.56% ) and Cigna $CI ( ▼ 1.16% ).

But for now, Option Care’s national scale and focused model may make it a core ingredient in a niche that’s steadily turning mainstream, drip by drip.

Amid the AI boom that has minted chipmakers as stock market stars, a surprising old-school tech category appears poised for a comeback.

Western Digital $WDC ( ▲ 1.41% ) and Seagate $STX ( ▲ 2.12% ) together dominate the market for advanced drives. Yes, we’re talking about external hard drives. Of the plastic-coated, USB-cable variety. Each firm reported revenue growth of roughly 30% in its latest quarter.

Sure, it’s not Nvidia’s meteoric run. But the gains mark a sharp turnaround from 2023, when global hard-drive sales sank about 30%.

What’s changed is how AI handles data, the WSJ argues. Companies developing large models tend to store their training sets permanently rather than repurposing storage, executives say.

On top of that, AI itself generates text, images, and video that must be stored. Google $GOOGL ( ▲ 1.07% ) recently disclosed that users of its Flow tool created 100 million AI videos in just three months.

Gartner $IT ( ▲ 1.33% ) now forecasts global hard-drive revenue of $24 billion next year, nearly double the 2023 low. Western Digital said it shipped 190 exabytes of storage in the recent quarter, up 32% year-over-year, while Seagate shipped 45% more exabytes.

Cloud providers account for 90% of Western Digital’s sales, underscoring how tied the industry has become to hyperscale demand.

With supply tight, hard-drive makers are striking longer-term contracts that lock in both volumes and pricing, something that was rare in past cycles. Gross profit margins across the industry have already doubled to about 40% over the last two years.

The stocks have more than doubled over the past year, though they still trade at valuation multiples below the Nasdaq’s average. Western Digital changes hands at about 16x forward earnings, Seagate at 20x, compared with 29x for the broader tech index.

AI’s trajectory remains the wild card. But one of the least glamorous corners of tech might just prove essential to the sector’s growth story.

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McDonald’s $MCD ( ▲ 0.41% ) just picked up its most bullish target on Wall Street.

Citi $C ( ▲ 0.26% ) analyst Jon Tower raised his price target to $381, implying 26% upside from recent levels. He reiterated a Buy rating, citing both near-term catalysts and a longer runway of growth drivers into 2026.

The new target places Citi ahead of peers, as the highest among analysts covering the stock. McDonald’s shares are up a little more than 3% year-to-date, well behind the broader S&P 500.

Tower wrote that the near-term trade “is straightforward,” pointing to aggressive marketing spend, easier year-over-year comparisons, and room for P/E multiple expansion. McDonald’s has also sustained nationally advertised value prices by subsidizing profit pressures in higher-cost regions. Citi argues that this gives the chain an edge over competitors struggling with traffic declines.

According to Tower, peers are seeing high single-digit to low double-digit traffic losses, levels not seen since the global financial crisis. That pressure could lead to additional unit closures, potentially allowing McDonald’s to capture more market share.

Looking ahead, Tower sees the story “gaining steam into ’26” as McDonald’s leans on several initiatives: a remodel cycle, expanding beverage offerings into energy drinks, and accelerating unit growth.

If franchisees at competing chains continue to face negative feedback loops, Citi believes McDonald’s could “vacuum up” additional dollars left behind.

Consensus across Wall Street remains broadly positive, with 19 of 38 analysts rating the stock a Buy or Strong Buy, with the average price target sitting near $339. But Citi’s stands out as a fittingly super-sized bet on the iconic fast-food chain.

Are you bullish or bearish on U-Haul Holding $UHAL.B ( ▼ 1.15% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said:

Which stock do you think will outperform over the next 12 months?

▇▇▇▇▇▇ Hims & Hers Health $HIMS ( ▲ 2.88% )

▇▇▇▇▇▇ ImmunityBio $IBRX ( ▼ 4.21% )

▇▇▇▇▇▇ Rocket Companies $RKT ( ▼ 2.98% )

▇▇▇▇▇▇ SoundHound AI $SOUN ( ▲ 3.97% )

And, in response, you said:

Which stock do you think will outperform over the next 12 months?

▇▇▇▇▇▇ Cinemark $CNK ( ▼ 0.97% )

▇▇▇▇▇▇ Lionsgate $LION ( ▼ 4.06% )

And, in response, you said: