Key Points It’s not easy forecasting stock winners. I wrote a series of articles at the beginning of the year forecasting which “Magnificent Seven” stock would be the best to buy this year. My top pick, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), is up only 7% so far this year, while my bottom pick, Apple (NASDAQ: ...
The AI trade remains alive and well, with Hewlett Packard Enterprise HPE, Broadcom AVGO, and Dell Technologies DELL all recently posting strong quarterly results. AI infrastructure spending was the clear theme across all releases, with demand remaining robust for servers, networking, and custom accelerators. Still, market reactions have been mixed, indicating that expectations remain sky-high ...
Microsoft‘s MSFT aggressive datacenter expansion strategy presents both promise and pressure for investors evaluating the tech giant’s trajectory. The company’s first-quarter fiscal 2026 results revealed capital expenditures reaching $34.9 billion, substantially exceeding prior guidance, as management committed to increasing AI capacity by 80% this fiscal year and nearly doubling its datacenter footprint over the next ...
Key Points The streaming giant’s stock has seen enormous volatility over the years since its initial public offering in 2002. Shares have climbed 16% in the past five weeks, as investors may find the current valuation too good to pass up. Netflix faces much slower growth prospects now than it did in the past, adding ...
Key Points As Ford pulls back on EV ambitions, it plans a large overhaul of North American product. Bronco and Mustang will get some unique variations as consumer favorites. Ford is also strategizing ways to make more affordable models as average new car prices rise. 10 stocks we like better than Ford Motor Company › ...
Key Points Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026’s third-largest primary follow-on offering, behind Alphabet’s $84.75 billion equity program and Intel’s $20 billion sale. Alibaba’s free cash flow was ...
Key Points Since its launch, Cathie Wood’s Ark Innovation ETF has performed roughly in line with the S&P 500. Wood and Ark Invest are known for making eye-catching forecasts. Wood has some clear misses in her forecasting history, but investors should approach the targets on an individual basis. 10 stocks we like better than Ark ...
Key Points John Ternus became Apple’s chief executive on Sept. 1, 2026, taking over from Tim Cook after a 15-year run at the top. Cook is not leaving Apple. He becomes executive chairman of the board, and Ternus joins the board the same day, per Apple’s April 20, 2026 announcement. Ternus inherits an installed base ...
Key Points The nuclear energy market fizzled out for roughly a decade after the 2011 Fukushima disaster. But over the past few years, the market’s demand for nuclear power rose again — driven by the expansion of the cloud, AI, and industrial automation markets. New decarbonization initiatives and safer nuclear technologies also drove more countries ...
Key Points Broadcom has established itself as the leading ASIC chipmaker, and its revenue is accelerating tremendously. Its upcoming earnings report may be better than expected if Nvidia’s recent results are a reliable gauge. 10 stocks we like better than Broadcom › Broadcom (NASDAQ: AVGO) has truly become the next Nvidia in terms of recent ...
