Editor’s Note: Every great investment era begins quietly. Before the Manhattan Project, few Americans understood why the government suddenly cared about remote desert towns. Before the Apollo mission, most investors missed why billions were flowing into obscure aerospace and computing firms. But those who recognized a national mobilization early didn’t just witness history — they ...
Key Points Wall Street says the information technology and consumer discretionary sectors will beat the S&P 500 in the next year. The Vanguard Information Technology ETF provides heavy exposure to Nvidia, Apple, and Microsoft. The Vanguard Consumer Discretionary provides heavy exposure to Amazon, Tesla, and Home Depot. 10 stocks we like better than Vanguard Information ...
Key Points The stock market is going through turbulence driven by two conflicting ideas about the AI trade. On the one hand, investors seem worried that big AI companies like Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are spending too much money on AI data centers and other AI-related capital expenditures (capex). Amazon’s stock recently ...
Key Points Taiwan Semiconductor is the primary manufacturer of several models of Nvidia’s chips. The company recently announced strong January sales. Nvidia and the rest of the artificial intelligence sector have faced questions about overall demand. 10 stocks we like better than Nvidia › In a time when artificial intelligence stocks and valuations are being ...
Key Points TSMC (NYSE: TSM), the world’s largest and most advanced contract chipmaker, might not initially seem like a high-growth artificial intelligence (AI) stock. Yet over the past five years, its shares have rallied by more than 170% as AI chipmakers lined up to use its plants. Let’s see why it could still be one ...
The start of 2026 hasn’t been kind to . Despite delivering strong Q2 FY2026 earnings, the stock is down over 16% year-to-date (YTD). Microsoft beat on the top and bottom lines, and the company’s cloud computing revenue came in at over $50 billion. But the conventional wisdom is that MSFT stock was priced for perfection. ...
Key Points The 12 U.S.-listed trillion-dollar stocks are responsible for a lot of the heavy lifting on Wall Street. Members of the trillion-dollar club are industry leaders with competitive edges that are expected to grow in value over time. However, certain analysts expect three artificial intelligence (AI)-focused trillion-dollar companies to catapult higher in 2026. 10 ...
Key Points Even though this business launched its flagship steaming platform 12 years after Netflix, it has quickly grown into a global platform. What were once billions in operating losses for the streaming segment have now turned into surging profits. Because the stock trades at a sizable discount to the S&P 500, there’s added upside ...
U.S. legacy automaker Ford F ended 2025 on a weak note, snapping its four-quarter earnings beat streak. The company posted sharply disappointing fourth-quarter 2025 results, incurring a net loss of $11.1 billion on a GAAP basis versus a profit of $1.8 billion in the corresponding quarter of 2024. On a non-GAAP basis, EPS came in ...
NVIDIA Corporation NVDA, a leading designer of artificial intelligence (AI) processors, and Taiwan Semiconductor Manufacturing Company Limited TSM, or TSMC, the manufacturer of advanced AI chips, have seen their shares climb 59.9% and 62%, respectively, over the past year. This growth momentum shows no signs of slowing down, as incessant AI demand, expanding data centers, ...
