Microsoft MSFT and Alibaba BABA lead Western and Chinese cloud-AI markets, respectively, both pouring capital into generative models, agentic platforms and custom silicon. With upcoming quarterly results and major recent AI announcements from both, this comparison is timely. Let’s delve deep and closely compare the fundamentals of the two stocks to determine which one is ...
Key Points Tesla’s recent earnings numbers weren’t bad, but they definitely weren’t good enough to justify its high valuation. Investors are likely more concerned about robotaxis and humanoid robots than how strong the company’s electric vehicle business is. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) reported earnings last ...
Key Points Tim Cook has done an exceptional job in growing Apple’s business over the years. One area that investors may not be thrilled with, however, is artificial intelligence (AI). A successful AI strategy could unlock much more growth for the business. 10 stocks we like better than Apple › Whenever there’s a change in ...
Key Points Realty Income is one of my largest stock positions, and it is well-positioned to deliver excellent long-term total returns. Prologis is one of the largest real estate owners in the world and has favorable growth tailwinds. Both REITs have excellent financial strength and could deliver market-beating total returns. 10 stocks we like better ...
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Let’s take a look at what these Wall Street heavyweights have to ...
Key Points Palantir Technologies (NASDAQ: PLTR) soared during most of this artificial intelligence (AI) boom, but one thing prompted caution at certain times, and that’s the stock’s valuation. It skyrocketed, reaching a peak of more than 240x forward earnings estimates last year. So, as investors became increasingly worried about the formation of an AI bubble ...
Key Points Microsoft has invested over $13 billion in OpenAI since 2019 and holds a 27% stake in the company as of late 2025. Microsoft has served as OpenAI’s primary cloud provider, licensed its models exclusively, and had revenue-sharing agreements in place. Now, things are about to change. 10 stocks we like better than Microsoft ...
Key Points Netflix shares fell after investors were disappointed that the company didn’t increase guidance. The video streaming giant is slowly turning from a high-growth company into a cable-like utility. 10 stocks we like better than Netflix › The share price of Netflix (NASDAQ: NFLX) sank despite the video streaming company reporting strong first-quarter results, ...
Key Points Ford’s position as a legacy business in a mature industry means that its growth will remain extremely low in the long run. Ten years from now, this company will still face intense competition, and demand will keep fluctuating with the broader economy. Despite the potential for small profit gains, investors doubt that this ...
Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, further expanding an already formidable infrastructure footprint. The scale of ...
