Key Points If I could own only one stock, my choice would be Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). The reason is simple: It’s the most complete artificial intelligence (AI) company, with multiple advantages built in, and I think it can win whether AI infrastructure spending continues to rise or levels off. Alphabet’s biggest edge is ...
Vicor VICR has become one of the more dramatic AI infrastructure stories in the power-components space. The stock’s surge reflects better demand, stronger backlog and improving earnings trends. The question is no longer whether the business has momentum. It is whether the stock still offers enough room for new buyers after a major rerating. VICR’s ...
Oracle‘s ORCL database business notched its strongest growth signal yet in the fourth quarter of fiscal 2026, with the Oracle Multicloud AI Database expanding 404% year over year, a pace the company itself flagged as its fastest-growing business ever. The momentum builds on a series of product moves through mid-2026, including the rollout of Oracle ...
International Business Machines IBM) stock suffered one of the biggest one-day declines in its history yesterday, plunging 25% after the company unexpectedly released a preliminary Q2 earnings warning ahead of its scheduled quarterly report on Wednesday, July 22. The sharp selloff erased tens of billions of dollars in market value and caught investors off guard ...
Key Points Nvidia may be willing to give up some share of the computing layer if it can keep NVLink at the center of the AI system. Marvell’s strategic value may come from its ability to help customers build custom chips and connectivity for both NVLink and UALink. As AI clusters grow, moving data becomes ...
Key Points Wholesale prices fell 0.3% in June, the first monthly decline since August 2025. Warren Buffett told CNBC it’s “tough to find values when everybody is preferring gambling.” SK Hynix plunged 13.2% on Wednesday, erasing most of Tuesday’s 18.5% surge. 10 stocks we like better than NASDAQ Composite Index › Investors woke up feeling ...
Restaurant companies continue to operate amid evolving consumer preferences, inflationary cost pressures and increasing demand for convenient dining options. Against this backdrop, Flanigan’s Enterprises, Inc. BDL and Portillo’s Inc. PTLO are two restaurant operators serving customers through distinct dining concepts. BDL operates casual dining restaurants, sports bars and package liquor stores under the Flanigan’s Seafood ...
Key Points The Netflix stock price is down nearly 20% in 2026. Shareholders are worried about increasing content costs. Netflix will report its earnings on July 16, a catalyst that will determine the stock’s short-term direction. 10 stocks we like better than Netflix › Despite what the stock price has done this year, there’s a ...
Key Points Ford’s weak vehicle sales wiped out the early excitement for its new promising energy business. Ford is also issuing a massive recall that could drive costs higher amid lingering commodity headwinds. All eyes are on July 28 to see how quickly Ford expects core truck production to rebound. 10 stocks we like better ...
Alibaba Group BABA is pulling artificial intelligence (AI) companion features from its Qwen platform as Beijing prepares to enforce sweeping new rules on humanlike AI services, even as the stock stages its sharpest rally in months on unrelated signs of operational improvement. Qwen’s humanlike and user-created agents stopped working on July 10, with wider agent ...
