Key Points Apple raised prices on Macs and iPads by as much as $1,300, its first broad hardware increases in years. A worsening memory chip shortage, fueled by AI data center demand, is sending Apple’s component costs soaring. The iPhone could be next when new models arrive this fall. 10 stocks we like better than ...
Key Points Both companies have developed custom AI chips for major hyperscalers. They are rapidly growing their revenue and earnings. Demand for their services should increase substantially over the next few years. 10 stocks we like better than Broadcom › According to some reports, Amazon (NASDAQ: AMZN) is in early talks to sell Trainium, a ...
Listen to the audio version of this article (generated by AI). Editor’s Note: My friend and InvestorPlace colleague Louis Navellier believes Micron’s blowout earnings report reveals something important about the next phase of the AI boom. The opportunity is no longer just in the obvious AI names everyone is chasing. It’s in finding the next ...
Key Points Nvidia stock is up just 4% this year, underperforming the S&P 500 and its semiconductor peers. Wall Street expects Nvidia’s EPS to nearly double this year. Uncertainty about an AI bubble is holding the stock back. 10 stocks we like better than Nvidia › For much of the AI boom, Nvidia (NASDAQ: NVDA) ...
Key Points Statistically, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have delivered outsize returns under President Donald Trump. Several index inclusion rules were recently amended, providing mega-initial public offerings (IPOs) with fast-track entry into the Nasdaq-100, Russell 1000, and Russell 3000. Fast entry into major stock indexes is a historical nightmare for ...
Key Points Microsoft rose 4.9% on Friday, adding 107 Dow points and $136 billion in market cap. Oil fell for the sixth straight week as traders bet on more Iranian supply reaching global markets. SpaceX swung from down 2% at the open to up 2.3% by midday on Starlink mobile-service news. 10 stocks we like ...
Key Points Netflix’s business continues to deliver steady growth. Investors are worried about artificial intelligence and the rise of YouTube, but these concerns are overblown. Shares of the stock look cheap compared to 2026 earnings projections. 10 stocks we like better than Netflix › The artificial intelligence (AI) bull market has driven investor eyeballs away ...
Listen to the audio version of this article (generated by AI). The Market’s Best Opportunities Are Visible Before They’re Headlines It was late in the fourth quarter. Indianapolis Colts quarterback Payton Manning jogged to the line of scrimmage and crouched behind his center. Eighty thousand fans were screaming. The play clock was winding down. Most ...
Don’t Chase SpaceX. Trade This Stock Instead. Listen to the audio version of this article (generated by AI). The long IPO winter is finally thawing. And right now, there’s one question on every investor’s tongue as a new wave of trillion-dollar tech IPOs hits the public markets. Is this the next blockbuster IPO – or ...
Key Points Two separate fires hindered aluminum production at a key supplier starting last fall. Ford has struggled to keep enough inventory of critical F-Series trucks. Ford believes it can offset roughly half of the $2 billion in losses the disruption has caused, with additional production toward the end of 2026. 10 stocks we like ...
