Key Points Both companies have developed custom AI chips for major hyperscalers. They are rapidly growing their revenue and earnings. Demand for their services should increase substantially over the next few years. 10 stocks we like better than Broadcom › According to some reports, Amazon (NASDAQ: AMZN) is in early talks to sell Trainium, a ...
Key Points Nvidia stock is up just 4% this year, underperforming the S&P 500 and its semiconductor peers. Wall Street expects Nvidia’s EPS to nearly double this year. Uncertainty about an AI bubble is holding the stock back. 10 stocks we like better than Nvidia › For much of the AI boom, Nvidia (NASDAQ: NVDA) ...
Key Points Statistically, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have delivered outsize returns under President Donald Trump. Several index inclusion rules were recently amended, providing mega-initial public offerings (IPOs) with fast-track entry into the Nasdaq-100, Russell 1000, and Russell 3000. Fast entry into major stock indexes is a historical nightmare for ...
Key Points Microsoft rose 4.9% on Friday, adding 107 Dow points and $136 billion in market cap. Oil fell for the sixth straight week as traders bet on more Iranian supply reaching global markets. SpaceX swung from down 2% at the open to up 2.3% by midday on Starlink mobile-service news. 10 stocks we like ...
Key Points Netflix’s business continues to deliver steady growth. Investors are worried about artificial intelligence and the rise of YouTube, but these concerns are overblown. Shares of the stock look cheap compared to 2026 earnings projections. 10 stocks we like better than Netflix › The artificial intelligence (AI) bull market has driven investor eyeballs away ...
Key Points Two separate fires hindered aluminum production at a key supplier starting last fall. Ford has struggled to keep enough inventory of critical F-Series trucks. Ford believes it can offset roughly half of the $2 billion in losses the disruption has caused, with additional production toward the end of 2026. 10 stocks we like ...
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero ...
Key Points Investors might see full self-driving and Robotaxi generate substantial revenues in 2027. Tesla is still a story stock, as the narrative surrounding the business holds more weight than the fundamentals. Musk has a spotty track record of predicting when certain technological milestones will happen. These 10 stocks could mint the next wave of ...
Key Points Micron surged 16% after a massive earnings beat, but Apple fell more than 6% after raising Mac and iPad prices due to soaring memory costs. The S&P 500 was nearly flat while the Nasdaq Composite dropped 0.8%; the Dow rose 0.4%, led by Caterpillar’s all-time high. Friday’s Russell index reconstitution will add SpaceX ...
Key Points Amazon (NASDAQ: AMZN) Prime Days is happening, and the results of the big sales event could drive more attention to the stock. While Amazon’s commerce business is the most consumer-facing, I don’t think it’s the best reason to buy the stock. Instead, I think Amazon Web Services (AWS) is a better reason. AWS ...
