Two distinct strategies. One future-proof portfolio… Hello, Reader. When the mid-20th century photographer Elliott Erwitt remarked, “Be sure to take the lens cap off before photographing,” he was not speaking merely about taking pictures. Erwitt was advocating an open-eyed approach to life in general… First, take off the blinders; second, take action. Too often, we ...
Key Points Nvidia controls the irreplaceable GPU infrastructure powering every major artificial intelligence (AI) model, with data center revenue hitting $41.1 billion last quarter. Meta Platforms’ free LLaMA models are a Trojan horse for the world’s most profitable advertising machine, generating $46.6 billion in quarterly ad revenue. Amazon’s AWS dominates AI hosting with 31% market ...
Throughout my investing career, I haven’t fully appreciated high-growth companies as I should, and it’s a costly, ongoing lesson. A large percentage of stock market winners are high-growth companies — I’ve missed a lot of winners by failing to fully appreciate this. However, not all high-growth companies ultimately prove to be stock market winners. This ...
Key Points Nvidia remains the king of AI infrastructure. AMD is carving out an important niche with AI inference. Broadcom is a networking giant that also has a big opportunity with custom AI chips. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) recently said it expects artificial intelligence (AI) infrastructure spending to ...
Key Points Stanley Druckenmiller’s Duquesne Family Office added a new position in Microsoft as Azure cloud growth accelerated last quarter. Bill Ackman’s Pershing Square bought a $1.3 billion stake in Amazon as it reported its best e-commerce growth in three years. 10 stocks we like better than Microsoft › Buying and holding shares of the ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to ...
It is a holiday-shortened trading week, with markets closed in the US on Monday for the Labor Day holiday. It marks the unofficial end of summer, with kids returning to school and traders coming back from the Hamptons. Hopefully, it also signals the end of the summer malaise we’ve seen over the past few weeks. ...
Netflix (NFLX) has recently been on Zacks.com’s list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock’s performance in the near future. Over the past month, shares of this internet video service have returned +2.2%, compared to the Zacks S&P 500 composite’s +2.1% ...
Not long ago, Tesla TSLA was practically the only brand people thought of when they pictured an electric car. The brand had become synonymous with EVs, much like Amazon became the go-to name for online shopping or Netflix for streaming. Tesla transformed the auto industry and sparked a global EV revolution. But today, the playing ...
Alibaba BABA is redefining AI innovation with its seventh consecutive quarter of triple-digit growth in AI-related product revenues. This surge is powered by innovations such as the Lingma AI coding assistant and the newly launched Qwen3 models, signaling strong momentum toward the company’s strategic AI ambitions. This momentum pushed Cloud Intelligence Group revenues up 18% ...
