Key Points The S&P 500 and Dow aren’t as tech-centeric as the Nasdaq Composite. Alphabet has been punished for its AI spending. Apple is soaring because its growth doesn’t depend on AI capital expenditures. 10 stocks we like better than Alphabet › In 2023, 2024, and 2025, the Nasdaq Composite (NASDAQINDEX: ^IXIC) outperformed the S&P ...
The Vita Coco Company, Inc. COCO is gaining from rising demand for coconut water, broader retail adoption and faster international growth. The company’s raised 2026 outlook reflects strong brand momentum, private-label gains and the addition of Copra. The stock has also benefited from investor confidence in the category. Shares have outperformed the industry in the past six ...
Key Points Netflix shares sit near multi-year lows while management deploys billions into buybacks. Free cash flow and profit margins are expanding as the business model matures. Competition for consumer attention now extends well beyond traditional streaming rivals. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) shares fell 8% after its second-quarter ...
Key Points Apple Maps will power navigation on Ford’s Universal Electric Vehicle Platform starting in 2027. The first vehicle on the platform is a midsize EV priced around $30,000. Apple’s services segment set an all-time revenue record of about $31 billion in its most recent quarter. 10 stocks we like better than Apple › Apple ...
Alibaba Group BABA stock has clawed back some ground in July, but the year-to-date (YTD) scoreboard still tells an unflattering story, and investors weighing whether to hold on or lock in relief are staring at a business whose near-term fundamentals remain considerably shakier and more uncertain than the recent bounce off multi-month lows would otherwise ...
Key Points Amazon previously estimated it would spend $200 billion on capital expenditures this year. Most of that goes to servers and infrastructure related to artificial intelligence. Several factors could cause Amazon’s stock to sink following its earnings report. 10 stocks we like better than Amazon › The most interesting thing about Amazon (NASDAQ:AMZN) and ...
A blockbuster earnings season doesn’t make every technology giant a strong stock. Listen to the audio version of this article (generated by AI). South Korea’s stock market came to a screeching halt this morning. After the benchmark KOSPI index plunged more than 8%, a marketwide circuit breaker automatically halted trading for 20 minutes to prevent ...
BellRing Brands, Inc. BRBR has seen a sharp valuation reset in 2026 as investors weigh weaker guidance, falling margins and a less certain earnings recovery. The stock’s lower multiple now reflects a more cautious view of the business. The question is whether that discount adequately compensates investors for execution risks tied to promotions, input costs, ...
Key Points Alphabet, Amazon, Meta, and Microsoft plan combined 2026 capital spending of more than $700 billion, most of it for AI infrastructure. Apple spent $12.7 billion on capital expenditures in all of fiscal 2025. Apple reports fiscal third-quarter results on Thursday, July 30. 10 stocks we like better than Apple › There is a ...
Key Points Amazon’s first-quarter results demonstrated massive AI growth, and it’s investing to keep that cycle going. It’s building out the AI business with various parts like land, power, chips, and more. The vast capex spend has already been priced into the stock, giving Amazon stock room to run on positive news. 10 stocks we ...
