Key Points The nuclear energy market fizzled out for roughly a decade after the 2011 Fukushima disaster. But over the past few years, the market’s demand for nuclear power rose again — driven by the expansion of the cloud, AI, and industrial automation markets. New decarbonization initiatives and safer nuclear technologies also drove more countries ...
Key Points Broadcom has established itself as the leading ASIC chipmaker, and its revenue is accelerating tremendously. Its upcoming earnings report may be better than expected if Nvidia’s recent results are a reliable gauge. 10 stocks we like better than Broadcom › Broadcom (NASDAQ: AVGO) has truly become the next Nvidia in terms of recent ...
SK Hynix Company Overview Zacks Rank #2 (Buy) stock SK Hynix (SKHY) is a South Korean semiconductor giant that manufactures memory chips. The company is South Korea’s second-largest company and the world’s largest memory chip supplier. SK Hynix specializes in manufacturing the highly sought-after dynamic random-access memory (DRAM) and NAND flash memory chips. These chips ...
When investors think about artificial intelligence, NVIDIA usually steals the spotlight. But the AI boom extends far beyond GPUs, creating opportunities across data preparation, networking, and infrastructure. For investors looking beyond the usual mega-cap names, Innodata INOD, Applied Optoelectronics AAOI, and Celestica CLS offer three less-discussed ways to gain exposure to AI spending. All three ...
Key Points Vanguard’s S&P 500 ETF (NYSEMKT: VOO), the world’s largest S&P 500 (SNPINDEX: ^GSPC) exchange-traded fund (ETF), hit an all-time intraday high of $716.39 per share on Aug. 13. It’s pulled back slightly since then, but it’s still risen 12% year-to-date. VOO is usually considered a safe way to passively invest in the stock ...
I’ll explain why September has earned its bad reputation on Wall Street and I’ll also tell you why I believe any weakness could create some compelling opportunities Listen to the audio version of this article (generated by AI). We all know the feeling when September comes around. It’s back-to-school time. If you ever read the Peanuts ...
The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the Chinese bots behind the data-center backlash… two questions that Eric Fry asks to find “powerful” stocks As I write on Tuesday, the first day of September, stocks are solidly in ...
Key Points Ackman’s hedge fund has averaged annual gains of around 16%. That’s well above the stock market’s average. The portfolio’s concentration suggests a lot of confidence. 10 stocks we like better than Netflix › Bill Ackman is the Founder and CEO of the Pershing Square Capital Management hedge fund company. Many investors follow his ...
What Three Mile Island can teach AI investors about the populist risk nobody is pricing in Listen to the audio version of this article (generated by AI). By the time anyone in the control room figured out what was happening, a stuck valve in a Harrisburg, PA, reactor had melted half the core. Thankfully, nobody ...
Key Points Many Tesla bulls have high conviction about the company’s AI infrastructure efforts, Optimus and Robotaxi. For now, Optimus has yet to be deployed commercially, while Robotaxi’s growth has been uninspiring. Druckenmiller’s options may still prove profitable, as many investors are likely overlooking a key performance metric. These 10 stocks could mint the next ...
