Key Points Most of the trillion-dollar technology stocks driving the artificial intelligence (AI) revolution can be found in the Nasdaq-100 index. The index consistently outperforms the more diversified S&P 500 over the long term, because of its high exposure to the technology sector. The Invesco QQQ Trust mimics the Nasdaq-100 index, and it could help ...
Bottlenecks have consequences. This economic reality is why Luke Lango has identified the firms Elon still needs for AI’s next phase. Listen to the audio version of this article (generated by AI). Editor’s Note: You could say my InvestorPlace colleague, Luke Lango, has a knack for spotting tech trends early… before they go on to ...
Key Points AMD has been consistently gaining share in server CPUs, and it enjoys solid pricing power in this market. AMD’s impressive earnings growth potential suggests that it can jump substantially by the end of the decade. AMD seems poised to easily cross $2 trillion in market cap by 2030, though don’t be surprised to ...
Listen to the audio version of this article (generated by AI). Think back to the summer of 2023, back when nuclear and uranium stocks were dead money. Back then, everyone kept asking if Big Tech would actually choose nuclear to power its data centers. Then the deals started landing. Microsoft (MSFT) and Constellation (CEG). Google ...
Key Points It’s not easy forecasting stock winners. I wrote a series of articles at the beginning of the year forecasting which “Magnificent Seven” stock would be the best to buy this year. My top pick, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), is up only 7% so far this year, while my bottom pick, Apple (NASDAQ: ...
The AI trade remains alive and well, with Hewlett Packard Enterprise HPE, Broadcom AVGO, and Dell Technologies DELL all recently posting strong quarterly results. AI infrastructure spending was the clear theme across all releases, with demand remaining robust for servers, networking, and custom accelerators. Still, market reactions have been mixed, indicating that expectations remain sky-high ...
Microsoft‘s MSFT aggressive datacenter expansion strategy presents both promise and pressure for investors evaluating the tech giant’s trajectory. The company’s first-quarter fiscal 2026 results revealed capital expenditures reaching $34.9 billion, substantially exceeding prior guidance, as management committed to increasing AI capacity by 80% this fiscal year and nearly doubling its datacenter footprint over the next ...
Key Points The streaming giant’s stock has seen enormous volatility over the years since its initial public offering in 2002. Shares have climbed 16% in the past five weeks, as investors may find the current valuation too good to pass up. Netflix faces much slower growth prospects now than it did in the past, adding ...
Listen to the audio version of this article (generated by AI). The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields fall, ask why… follow the earnings, not the multiple… how to invest in this market For nearly four months, ...
Key Points As Ford pulls back on EV ambitions, it plans a large overhaul of North American product. Bronco and Mustang will get some unique variations as consumer favorites. Ford is also strategizing ways to make more affordable models as average new car prices rise. 10 stocks we like better than Ford Motor Company › ...
