Key Points Tesla (NASDAQ:TSLA) is on a roll when it comes to market-moving announcements. Last month, the EV maker announced the sale of 500 Tesla Semis to Swedish transportation company Einride AB (NASDAQ:ENRD), essentially tripling the truck’s lifetime volumes. The move signaled strength not only for Tesla’s emerging trucking platform, but also for its autonomous ...
Key Points Tim Cook took over from Steve Jobs, filling the Apple founder’s large shoes very well. Cook is now handing the CEO job to John Ternus, but there are some important details to keep in mind this time around. 10 stocks we like better than Apple › The departure of Steve Jobs from Apple ...
Key Points Most of the trillion-dollar technology stocks driving the artificial intelligence (AI) revolution can be found in the Nasdaq-100 index. The index consistently outperforms the more diversified S&P 500 over the long term, because of its high exposure to the technology sector. The Invesco QQQ Trust mimics the Nasdaq-100 index, and it could help ...
Key Points AMD has been consistently gaining share in server CPUs, and it enjoys solid pricing power in this market. AMD’s impressive earnings growth potential suggests that it can jump substantially by the end of the decade. AMD seems poised to easily cross $2 trillion in market cap by 2030, though don’t be surprised to ...
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 ...
