Key Points Amazon raised $25 billion in bonds in early July. CEO Andy Jassy’s company plans to spend $200 billion this year to build out AI infrastructure. Jassy called AI a “once-in-a-lifetime opportunity.” 10 stocks we like better than Amazon › In 2026, one of the dominant investment themes is concern about how much large ...
Key Points AMD competes with Nvidia in the AI accelerator market. Over the last couple of years, AMD has emerged as a formidable competitor to Nvidia in supporting hyperscale AI workloads. Wall Street expects AMD’s revenue and profit to grow by more than twofold by 2028. 10 stocks we like better than Advanced Micro Devices ...
Key Points Palantir’s fundamentals continue to improve as U.S. government and commercial contracts accumulate. A high P/E ratio and $300 billion market cap make it more difficult for Palantir to produce substantial long-term returns. Still, if you want a growth stock that can beat the S&P 500 in the long run, Palantir may be worth ...
Key Points The S&P 500 and Dow aren’t as tech-centeric as the Nasdaq Composite. Alphabet has been punished for its AI spending. Apple is soaring because its growth doesn’t depend on AI capital expenditures. 10 stocks we like better than Alphabet › In 2023, 2024, and 2025, the Nasdaq Composite (NASDAQINDEX: ^IXIC) outperformed the S&P ...
The Vita Coco Company, Inc. COCO is gaining from rising demand for coconut water, broader retail adoption and faster international growth. The company’s raised 2026 outlook reflects strong brand momentum, private-label gains and the addition of Copra. The stock has also benefited from investor confidence in the category. Shares have outperformed the industry in the past six ...
Key Points Netflix shares sit near multi-year lows while management deploys billions into buybacks. Free cash flow and profit margins are expanding as the business model matures. Competition for consumer attention now extends well beyond traditional streaming rivals. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) shares fell 8% after its second-quarter ...
Key Points Apple Maps will power navigation on Ford’s Universal Electric Vehicle Platform starting in 2027. The first vehicle on the platform is a midsize EV priced around $30,000. Apple’s services segment set an all-time revenue record of about $31 billion in its most recent quarter. 10 stocks we like better than Apple › Apple ...
Alibaba Group BABA stock has clawed back some ground in July, but the year-to-date (YTD) scoreboard still tells an unflattering story, and investors weighing whether to hold on or lock in relief are staring at a business whose near-term fundamentals remain considerably shakier and more uncertain than the recent bounce off multi-month lows would otherwise ...
Key Points Amazon previously estimated it would spend $200 billion on capital expenditures this year. Most of that goes to servers and infrastructure related to artificial intelligence. Several factors could cause Amazon’s stock to sink following its earnings report. 10 stocks we like better than Amazon › The most interesting thing about Amazon (NASDAQ:AMZN) and ...
BellRing Brands, Inc. BRBR has seen a sharp valuation reset in 2026 as investors weigh weaker guidance, falling margins and a less certain earnings recovery. The stock’s lower multiple now reflects a more cautious view of the business. The question is whether that discount adequately compensates investors for execution risks tied to promotions, input costs, ...
