For investors who favor exchange-traded funds (ETFs), the market has never been more dynamic. Not only do ETFs now outnumber individual stocks, but the sheer versatility of today’s funds allows investors to target nuanced strategies, from exposure to thematic trends like the memory chip shortage to increasingly risky leveraged short-term speculation. But as with any ...
Key Points At the time of this writing, the three largest companies in the world are Nvidia (NASDAQ: NVDA) at a $5.4 trillion market cap, Apple (NASDAQ: AAPL) at $4.6 trillion, and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) at $4 trillion. There’s still a decent gap between Alphabet and fourth-place Microsoft at $3.65 trillion, and an ...
Key Points Some tech giants already have Anthropic stakes, which you can get exposure to by investing in those companies. The same brokers that offered pre-IPO SpaceX shares will likely offer pre-IPO Anthropic shares. Investors can follow where Anthropic is spending money to discover new opportunities. 10 stocks we like better than Alphabet › Anthropic ...
Marvell Technology MRVL is benefiting from several AI infrastructure growth engines, including custom silicon, interconnect, optics and Ethernet switching. Custom silicon has more than 20 multi-generational socket wins, supporting a broader pipeline beyond individual product cycles. MRVL expects custom revenues to grow more than 20% in fiscal 2027 and more than double in fiscal 2028. ...
Key Points Nike’s turnaround is progressing at a sluggish pace. The current operating environment remains challenging, as Nike doesn’t have a clear path to return to growth. Alphabet replacing Verizon in the Dow makes Nike the lowest-weighted component. 10 stocks we like better than Nike › S&P Global (NYSE: SPGI) announced that Nike (NYSE: NKE) ...
Key Points Elon Musk says Space Exploration Technologies could be “worth more than the rest of Earth” if the company accomplishes its goals. AI is SpaceX’s biggest driver, but dominating this space will be hard, and the company is already overspending on capital expenditures. Investors aren’t on board with SpaceX stock and are skeptical of ...
Key Points The stocks listed here have all declined by double-digits over the past year. However, they still possess some attractive long-term growth opportunities. At reduced valuations, they are much more compelling investment options to consider right now. 10 stocks we like better than Netflix › Investing in an underperforming growth stock can be a ...
Tesla can’t manufacture Optimus alone. The suppliers it will need could offer investors the bigger opportunity… Listen to the audio version of this article (generated by AI). Editor’s Note: Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke Lango, ...
Key Points Wall Street has long refused to give Ford a better valuation in the notoriously low-margin automotive industry. Ford is slowly changing its low-margin narrative with opportunities such as Ford Energy. Despite clear potential to add meaningful bottom-line earnings, Ford remains primarily an automaker with only slight upside in AI infrastructure. 10 stocks we ...
Listen to the audio version of this article (generated by AI). Why the Federal Reserve is Now Boxed into a Corner The Federal Reserve will hold its interest rate steady at its September 15-16 meeting and for the rest of this year. That was the conclusion of a Reuters poll released on Wednesday. The story ...
