Key Points The S&P 500 and Nasdaq have soared for nearly four years, mostly due to enthusiasm around artificial intelligence (AI). Rising stock prices are pushing valuations to historically high levels, and history suggests this may not be sustainable. Even if a stock market crash arrives, Warren Buffett would suggest buying an S&P 500 index…
Key Points Meta Platforms’ new Muse AI agents open the door to a big new revenue stream. Microsoft continues to see strong cloud computing and enterprise software growth. Netflix has seen growth slow, but the stock is reasonably valued. 10 stocks we like better than Meta Platforms › President Donald Trump’s investment team tends to…
Key Points Nvidia’s revenue growth climbed to 106% year over year in its latest quarter. Nvidia expects to use its remaining $235 billion buyback authorization through fiscal 2028. Visa’s diluted share count dropped around 3% in the last year as it bought back stock. 10 stocks we like better than Nvidia › Nvidia (NASDAQ:NVDA) and…
Key Points Taking a long-term approach to investing can help you build wealth in the stock market. The best stock ETFs can grow your money with consistent investing and many years of compound returns. These six ETFs could potentially grow a $500 monthly investment to hundreds of thousands of dollars (or more) after 20 years….
Key Points Cerebras’ Wafer-Scale Engine combines computing, memory, and communication on one chip, aiming to speed up AI inference workloads significantly. OpenAI is deploying up to 750 megawatts of Cerebras compute through 2028, already powering GPT-5.6 Sol’s faster Ultrafast mode. The upcoming CS-4 system and modular platform could double performance, positioning Cerebras as a scalable…
Key Points Micron’s memory chips are foundational for humanoid robots and can provide a multi-year catalyst. Tesla’s Optimus robots are advanced and can give it a large percentage of the total humanoid robot market share. Alphabet’s businesses are well positioned for robotics. Google Cloud, Gemini, Waymo, and its AI chips all play valuable roles and…
Key Points Microsoft trades roughly 28 million shares daily, far less than Nvidia’s 120 million-plus at times. Microsoft’s AI business now runs at a $37 billion annual revenue pace, up 123% year over year, while its commercial backlog grew to $678 billion, a sign of real, broad-based demand rather than hype. Microsoft shows up on…
Key Points Tesla‘s (NASDAQ: TSLA) 486,532 vehicle deliveries in the third quarter exceeded Wall Street estimates, and the market responded positively. Still, the same thing happened with the big deliveries “beat” in the second quarter, only for second-quarter earnings to disappoint on the margin front. As such, the key metric to monitor in Tesla’s upcoming…
Key Points Broad diversification is still smart for the foundational buy-and-hold portion of your portfolio. There are options that combine diversifying with selective, strategic industry-based bets, though. One particular sector has spectacularly outperformed the S&P 500’s average annual gain. 10 stocks we like better than Vanguard Information Technology ETF › Even if you’ve only been…
Key Points Qualcomm (NASDAQ: QCOM) isn’t often mentioned in the same breath as AI leaders like Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). It’s one of the world’s largest mobile chipmakers. Still, its AI-oriented chips haven’t attracted nearly as much attention as Nvidia’s data center GPUs or Broadcom’s custom AI accelerators for hyperscalers. Qualcomm’s stock…