Most investors will exhale and move on. That’s the mistake. Listen to the audio version of this article (generated by AI). Hello, Reader. In 1988, Ivy League graduate Robert Tappan Morris released a small, self-replicating code – a “worm” – onto the early internet. He claimed he only wanted to find out how big “the … Read more
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
Russ Cohen
Listen to the audio version of this article (generated by AI). Imagine building a house where there are no roads, no hardware stores, and no power lines. Now imagine that every gallon of fuel, every part needed to build that house or replace a part of the house, has to travel nearly 1,000 miles across … Read more
Detroit Automakers Turn Back the Clock on the Arsenal of Democracy — Investors Should Cheer
Russ Cohen
Key Points General Motors and Ford Motor Company are both competing once again for defense business. Analysts believe these developments could add bottom-line profits quickly. These developments could also help grant Detroit automakers better valuations. 10 stocks we like better than Ford Motor Company › Detroit automakers Ford Motor Company (NYSE: F) and General Motors … Read more
Here's What a $10,000 Investment in SpaceX Stock Could Be Worth by 2030
Key Points After completing the largest IPO of all time back in June, SpaceX stock is now down 34% from its peak. The company has a $28.5 trillion market opportunity, the bulk of which sits in artificial intelligence (AI) ambitions. The stock could rise over the next several years, but execution in new markets and … Read more
Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors
Key Points Intel (NASDAQ:INTC) is firmly in the artificial intelligence (AI) chip race, driven by improving demand for server central processing units (CPUs), which has been fueled by growth in agentic AI and inference workloads. Inference and agentic AI are multi-step tasks, unlike chatbots that gained popularity in the first wave of AI deployment. Instead … Read more
Not Nvidia, Not AMD. Broadcom's Custom Silicon Business Is Quietly Becoming an AI Chip Powerhouse
Key Points Broadcom expects AI chip revenue to double over the next couple of fiscal years, driven by its impressive clientele. The company’s custom AI chip customers are on track to ramp up the deployment of Broadcom chips. Broadcom offers a mix of growth and value compared to peers such as Nvidia and AMD. 10 … Read more