Key Points Intel (NASDAQ:INTC) is firmly in the artificial intelligence (AI) chip race, driven by improving demand for server central processing units (CPUs), which has been fueled by growth in agentic AI and inference workloads. Inference and agentic AI are multi-step tasks, unlike chatbots that gained popularity in the first wave of AI deployment. Instead ...
Key Points Broadcom expects AI chip revenue to double over the next couple of fiscal years, driven by its impressive clientele. The company’s custom AI chip customers are on track to ramp up the deployment of Broadcom chips. Broadcom offers a mix of growth and value compared to peers such as Nvidia and AMD. 10 ...
Key Points There’s no shortage of monitoring of Tesla‘s (NASDAQ: TSLA) Cybertruck/robotaxi fleet size on social media, and understandably so, as it’s clearly the most important near- to medium-term catalyst for the stock. However, there’s a lot more to it than just looking at fleet size and city deployments. In that vein, here’s a look ...
The Walt Disney Company DIS is strengthening its international streaming business, creating a potential path to challenge Netflix NFLX and Amazon AMZN through local content, improved engagement and a broader Disney+ ecosystem. Disney’s early international programming results are encouraging, with Rivals Season 2 becoming the biggest EMEA original premiere in the U.K. and Ireland, while ...
The auto industry faces a challenging road ahead. At its September meeting, the Federal Reserve raised the federal funds rate by 25 basis points to 3.75-4%, its first hike since 2023, as persistent inflation remains a concern. Higher borrowing costs could further strain consumers and businesses, weighing on demand in the highly cyclical auto sector. ...
Microsoft Corporation MSFT and Alibaba Group BABA sit at opposite ends of the globe but on the same technological frontier. Both companies have reshaped themselves into AI-first cloud operators, pouring record capital into new data centers, custom silicon and large language models to capture surging worldwide demand for generative AI tools and services today. The ...
Key Points All of the “Magnificent Seven” stocks are AI stocks, and owning all of them concentrates your risk. AI stocks as a group moved down after Anthropic CEO Dario Amodei urged a slowdown in AI development two weeks ago. Many investors own all seven through index funds, which is reasonable. These 10 stocks could ...
Alphabet GOOGL and Apple AAPL are intensifying their push into consumer artificial intelligence (AI), but their strategies differ significantly. Apple is embedding AI deeply across its hardware ecosystem through Apple Intelligence and Siri AI, while Alphabet is integrating Gemini across Search, the Gemini app, YouTube, Chrome and its broader services ecosystem. However, GOOGL or AAPL, ...
Key Points Cameco’s uranium mining business is booming. Constellation’s nuclear fleet is firing on all cylinders. Vistra is a balanced play on nuclear energy, natural gas, and other power sources. 10 stocks we like better than Cameco › The nuclear energy market stalled out for about a decade after the 2011 Fukushima disaster. Many countries ...
Key Points Is the stock market going to crash in 2026? No one can know for sure, but there’s ample reason to think it’s far from unlikely. For example, the S&P 500 index of America’s 500 biggest companies was recently sporting a Shiller Cyclically Adjusted Price-to-Earnings (CAPE) ratio of 41.6. That ratio has been rising, ...
