Key Points When most people think of Caterpillar (NYSE: CAT), they think of the iconic yellow tractors, harvesters, and other farm equipment that have powered American agriculture for over a century. And of course, the company is also known for its construction equipment, including backhoes, bulldozers, and excavators (also yellow), among many other types of…
Key Points Apple’s products command pricing power, which supports the company’s persistently high profit margins. It’s not unreasonable to call the “Magnificent Seven” stock overpriced at current levels. The bulls will argue that since this is such a high-quality business, it deserves to trade at a premium valuation multiple. 10 stocks we like better than…
Key Points We spend a fair bit of time covering and commenting on the investment moves made by leading hedge fund managers, such as Ken Griffin at Citadel, to inform investors about what some of the experts in the field are seeing. Market intelligence firm Data Insights tracks the stocks that hedge funds buy and…
Key Points Nvidia and TSMC are critical parts of the AI ecosystem, which is why investors have flocked to them in recent years. Nvidia’s data center segment now accounts for over 92% of its total revenue. TSMC has a virtual monopoly on manufacturing advanced AI chips. 10 stocks we like better than Nvidia › The…
Key Points Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) are two of the leading semiconductor companies at the center of the ongoing artificial intelligence (AI) revolution. Both tech leaders have been handsomely rewarded for their troubles. Over the past five years, Nvidia’s shares have climbed by about 904%, as of writing, while Broadcom has gained 563%. Both…
Key Points Warren Buffett retired on Dec. 31, passing oversight of Berkshire’s vaunted investment portfolio to Greg Abel. The Oracle of Omaha’s understudy has decisively put tech stocks on the menu. Since taking the helm, Abel has piled into two AI-driven businesses. Motley Fool Issues Rare “Total Conviction” Buy Alert › This has been a…
Key Points Defining Tesla (NASDAQ: TSLA) has always been a challenging question for investors. As an electric-vehicle maker, Tesla has never traded like a typical car company. Legacy automakers like General Motors and Ford tend to trade for single-digit price-to-earnings ratios, even though these companies bring in boatloads of profits most years. Missed AI’s “Act…
Key Points Nvidia isn’t developing a quantum computing unit. The company has developed interface systems that make it easier for quantum computers to plug into traditional computing infrastructure. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) isn’t the first stock that comes to mind when discussing quantum computing. That’s probably because it…
Key Points Apple’s stock is expensive, but it isn’t spending all of its cash the way some other tech giants are. Alphabet is doing everything it can to accelerate the arrival of AI, and the market is a tad skeptical. 10 stocks we like better than Alphabet › Former Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB)…
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco NASDAQ 100 ETF (Symbol: QQQM) where we have detected an approximate $988.5 million dollar inflow — that’s a 0.9% increase week over week in outstanding units (from 363,810,000 to 367,120,000). Among the largest underlying…