Key Points Nvidia will continue to benefit from increased AI infrastructure spending. Alphabet’s structural cost advantage should become more evident in 2026. Both stocks are attractively valued, even after nice runs in 2025. 10 stocks we like better than Nvidia › While a company obtaining a $5 trillion market cap seemed like a fantasy just ...
Key Points 2025 marked an inflection year for Alibaba Group (NYSE: BABA). After several years defined by regulatory pressure, slowing growth, and investor skepticism, the company didn’t suddenly return to its former dominance. But it did change direction in ways that matter for long-term investors. Instead of chasing short-term optics, Alibaba clarified its priorities. It ...
Roku’s ROKU rising streaming hours continue to reinforce its position as a core monetization platform in the connected television ecosystem. Streaming hours remain the primary engagement catalyst for Roku, as higher usage directly expands advertising inventory and improves subscription discoverability. As linear television viewing shifts toward streaming, incremental time spent within Roku’s ecosystem supports scalable ...
Key Points Ford’s dividend yield of 4.56% supports shareholder returns. The company’s growth and profits have generally been disappointing. Investors looking to buy the stock should consider whether Ford is a high-quality business. 10 stocks we like better than Ford Motor Company › Ford Motor Company (NYSE: F) is a well-known business in the auto ...
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Boston Scientific (BSX) before ...
There is a line from The Great Gatsby that has always stayed with me: Can’t repeat the past?…Why of course you can! F. Scott Fitzgerald wrote it to capture a dangerous illusion, the belief that America’s golden age could simply be willed back into existence. I was thinking about this just a few weeks ago ...
Key Points A major social media company is making a concentrated push into for-profit AI, according to a media report. It’s reportedly utilizing several third-party models, such as Alibaba’s, to aid in training its system. 10 stocks we like better than Alibaba Group › Following news that it is reportedly involved in a significant artificial ...
Key Points Some “Magnificent Seven” stocks are outperforming the broader market this year, while others have lagged behind. President Donald Trump’s tariffs have had a more significant impact on some of these stocks than on others. Some of the seven remain overvalued, while others could still have upside, but 2026 results may depend heavily on ...
Key Points Apple’s leadership team forecasts double-digit iPhone revenue growth in the current quarter. The stock remains richly valued, as the market continues to view the business in a favorable light. 10 stocks we like better than Apple › With a market cap of $4.1 trillion, Apple (NASDAQ: AAPL) is always in the spotlight. This ...
Finding market-beating returns is a real challenge for investors at any level. Even finding individual stocks that can simply generate positive returns over extended periods is no easy task. According to one J.P. Morgan study, over 40% of stocks had negative returns between 1980 and 2021. It’s for this reason that investors just starting out ...
