Tesla, Inc. TSLA is well-positioned to capitalize on the global shift toward cleaner transportation as governments across major economies tighten vehicle emissions standards. Stricter carbon regulations are compelling automakers to accelerate electric vehicle (EV) production and expand model offerings. This has helped Tesla, one of the world’s leading pure-play EV manufacturers, carve out a niche … Read more

If I Could Own Only 1 Stock, This Would Be My Choice

Russ Cohen

Key Points If I could own only one stock, my choice would be Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). The reason is simple: It’s the most complete artificial intelligence (AI) company, with multiple advantages built in, and I think it can win whether AI infrastructure spending continues to rise or levels off. Alphabet’s biggest edge is … Read more

Is VICR Stock Still Worth Buying After Its Big AI-Fueled Run?

Russ Cohen

Vicor VICR has become one of the more dramatic AI infrastructure stories in the power-components space. The stock’s surge reflects better demand, stronger backlog and improving earnings trends.  The question is no longer whether the business has momentum. It is whether the stock still offers enough room for new buyers after a major rerating. VICR’s … Read more

Market News

ASML Stock: Monopoly Position and Strong Q2 Results Fuel Rally

Russ Cohen

ASML (NASDAQ:) holds a monopoly on foundational AI technology, making it the most structurally sound tech investment you can own. Its Extreme Ultraviolet (EUV) lithography machines are the only ones capable of printing AI-capable circuitry, and they are in high demand. Evidence of its strength was seen in the company’s Q2 results and guidance update, released … Read more