Key Points It comes as no surprise that artificial intelligence plays a key role in most of these performances. Some of these top performers aren’t yesterday’s AI winners, however. Whatever the case, the Nasdaq-100’s biggest winner so far this year is not only its newest member but also not an AI stock. 10 stocks we…
Key Points The “Magnificent Seven” stocks have powered the S&P 500 higher over the past several years, thanks to their leadership in the technology space and, in many cases, their prominence in the high-potential area of artificial intelligence (AI). These companies operate across a range of specialty areas, from smartphones to social media, and each…
Key Points Tesla stock has moved 8% or more the day after 10 of its last 15 quarterly reports. Each of the seven big drops followed a quarter when Tesla’s operating income fell from a year earlier. To grow operating income in the third quarter, Tesla needs over four times its second-quarter total. These 10…
Key Points At first glance, this looks like an easy comparison. Both sell electric vehicles. Both have ambitious plans for the future. Both have turned themselves into global brands. Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But…
Key Points Nvidia (NASDAQ: NVDA) may be the world’s largest company by market cap, but that doesn’t mean that its sales and earnings can’t get bigger. However, if you look at how the stock market is valuing the company, then it’s pretty obvious that the market thinks they won’t. This gap is a major investment…
Key Points Over the past four years, a $1,000 investment in TSMC (NYSE: TSM), the world’s largest contract chipmaker, would have grown to about $4,540. That multibagger gain was primarily driven by the rapid growth of the cloud infrastructure and AI markets. Could a fresh $1,000 investment in TSMC grow to more than $4,500 again…
Key Points Nvidia (NASDAQ: NVDA) and TSMC (NYSE: TSM) are often considered the bellwethers of the AI chip market. Nvidia, the world’s largest producer of discrete GPUs for data centers, provides the best “picks and shovels” for the AI gold rush. TSMC, the world’s largest and most advanced contract chipmaker, manufactures Nvidia’s chips. It also…
Key Points Despite staying out of the AI infrastructure spending race, Apple shares have still performed exceptionally well. Thanks to a powerful ecosystem and the iPhone’s dominance, Apple’s economic moat is wider than some think. When new technologies come along, Apple might be the only business on Earth that can afford to take its time….
Key Points The S&P 500 Growth index exclusively holds 151 of the best-performing growth stocks from the regular S&P 500. The Growth index has returned over 28% annually during the last three years, thanks to its high degree of exposure to AI stocks. The Vanguard S&P 500 Growth ETF mimics the Growth index, and it…
Key Points Tesla (NASDAQ: TSLA), Alphabet‘s (NASDAQ: GOOG)(NASDAQ: GOOGL) Waymo, and Amazon‘s (NASDAQ: AMZN) Zoox already operate robotaxis in the U.S., and Chinese operators continue to expand their fleets as the global rollout spreads. Their growth intensifies a critical debate about the future of transportation, which every investor needs to have an opinion on before…