A story from the Australian bush holds a big lesson for investors looking for the next wave of AI winners. Listen to the audio version of this article (generated by AI). Editor’s Note: Today’s guest essayist, Joe Austin, spent four decades on Wall Street as a tech-sector research analyst, a senior portfolio manager overseeing more ...
Key Points Marvell Technology has high revenue growth and optimistic guidance that suggests it has the potential to become a $1 trillion company. New product upgrades highlight its efforts to gain ground on competitors and boost its market share. There are other candidates that are likely to hit $1 trillion sooner than Marvell Technology. 10 ...
Listen to the audio version of this article (generated by AI). Tom Yeung here. Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, smaller AI companies can do even better in relative terms. To investors, that’s all that matters. So, for this Sunday Digest, I’d like to leave it ...
Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors are focused on the AI names everyone already knows.Joe Austin — tech-sector research analyst, senior portfolio manager overseeing more than $10 billion in assets, and coverage analyst for a $5 billion hedge fund — is focused on the ones most ...
Key Points S&P 500 ETFs are famous for their long-term consistency and stability. However, an increasing tilt toward tech stocks has increased its volatility risk. There are a couple of moves investors can make right now to protect their portfolios. 10 stocks we like better than Vanguard S&P 500 ETF › The Vanguard S&P 500 ...
Key Points Buying good growth stocks at reasonable prices can help set you up for some tremendous gains later on. It can be a great idea to invest in many of them, since it’s not always obvious which stock may surge in value. Nvidia, for example, was a top tech company a decade ago, but ...
PVH Corp. PVH is drawing investor attention after an earnings beat and a valuation profile that screens cheaply against earnings and sales. The question is whether that value case is strong enough when full-year sales are expected to be roughly flat. The answer depends on how investors weigh brand execution and tariff offsets against softer ...
Ford Motor Company’s F primary aluminum supplier in New York has resumed operations at its hot mill following two fires last year that shut down the facility and contributed to billions of dollars in lost production for Ford’s highly profitable F-Series pickup lineup. The Novelis facility in Oswego, NY, is the largest U.S.-based supplier of ...
We’re in uncharted territory when it comes to IPOs. Prior to 2026, the largest IPO in U.S. history was Alibaba (NYSE: BABA), which raised about $25 billion in late 2024 at a market capitalization of roughly $230 billion. This year, there’s a possibility we’ll see not one but three companies with trillion-dollar valuations when their ...
The biggest stock market winners are usually discovered before everyone agrees they’re winners. Listen to the audio version of this article (generated by AI). Finding the next great stock, before the crowd rushes in In the late 1970s, people would stand for hours outside New York’s Studio 54 hoping to get in. The club’s co-founder, ...
