Listen to the audio version of this article (generated by AI). Editor’s Note: Many investors think the AI trade is overcrowded. I don’t — and neither does legendary growth investor Louis Navellier. We think we’re watching the early innings of a much bigger market rotation — one where money starts moving beyond the obvious mega-cap ...
Key Points Some investors have worried that Apple might be falling behind in the age of AI. But it is seeing surprising demand from companies using its laptops for AI development. Mac sales are up 6% year over year, based on the latest quarterly earnings. 10 stocks we like better than Apple › Is Apple ...
U.S. inflation data, retail sales, U.S.-Iran developments and the Trump-Xi summit could dominate the coming week. Applied Materials stands out as the stock to buy, driven by its strong positioning in the semiconductor equipment market amid surging demand for AI infrastructure. Alibaba emerges as the one to sell, as its upcoming results highlight ongoing challenges ...
The Q1 earnings season reconfirmed the steadily improving earnings outlook we have consistently highlighted in our earnings commentary. The earnings focus lately has been on the blockbuster mega-cap Tech players in the Magnificent 7 group of companies, but results have been impressive across the board in all sectors. Most companies have comfortably exceeded Zacks Consensus ...
Key Points Wall Street banker Bernstein spooked the market with worries over spot demand for NAND yesterday. The banker still thinks Sandisk is a buy, however, as buyers compete for limited memory supply. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) stock took a tumble on Thursday, sliding 5% on a report ...
Key Points Poet stock surged last month even though it saw a big pullback following order-cancellation news. The company’s share price has been roaring even higher in May despite no publicly available developments. 10 stocks we like better than Poet Technologies › Poet Technologies (NASDAQ: POET) stock saw some huge fluctuations in April’s trading, but ...
Listen to the audio version of this article (generated by AI). Tom Yeung here with today’s Smart Money. When OpenAI launched ChatGPT in late 2022, shares of Nvidia Corp. (NVDA) did virtually nothing for several months. Like an old, lazy dog, the stock sat at a split-adjusted $17 even as millions of users downloaded the AI chatbot. But then, NVDA ...
Listen to the audio version of this article (generated by AI). Why Human Judgment Still Matters in the Markets For years, we’ve all been warned that AI would replace translators, proofreaders, data entry clerks and customer service agents … to start. But many more jobs could be eliminated. We’ve heard that AI can read scans ...
Key Points If you’ve got $1,000 ready to deploy in the market, I’ve got a handful of solid stock picks in the artificial intelligence (AI) realm. These companies may not often be at the top of every AI investing list, but they all have one thing in common: cloud computing. While the initial AI build-out ...
I’ll explain the connection between Bessent and Warsh – and why I think it’s good news for investors… Listen to the audio version of this article (generated by AI). On September 16, 1992, the British government was fighting for its financial life. For months, currency traders had been circling the British pound. The pound was ...
