Key Points 2027 could be a huge year for artificial intelligence (AI) investing. Sometime in November, investors are likely to see an Anthropic IPO, bringing another rapidly growing $2 trillion company to the public markets. One of its competitors, OpenAI, could also be coming in the near future. However, I don’t think either of those…
Key Points Much of the recent chatter about robotics has focused on humanoid robots that can perform everyday human tasks. The bulk of the AI robotics opportunity, however, doesn’t require human-shaped automation solutions. An up-and-coming robotics outfit called Symbotic has already proven that its AI-enabled tech works incredibly well in one very specific yet enormous…
Key Points Waymo passed 500,000 fully autonomous rides a week this spring, doubling in under a year. Waymo’s newest funding round valued it at $126 billion, about 3% of Alphabet’s market value. Alphabet’s Other Bets segment, home to Waymo, lost $1.8 billion in the second quarter. 10 stocks we like better than Alphabet › Since…
Key Points Taiwan Semiconductor guided for third-quarter revenue of $44.6 billion to $45.8 billion. TSMC’s revenue from high-performance computing climbed 20% from the first quarter to the second. TSMC doesn’t say how much of its revenue comes from Nvidia. 10 stocks we like better than Nvidia › Nvidia (NASDAQ:NVDA) likely won’t post its fiscal third-quarter…
Key Points Cerebras expects $880 million to $890 million of core revenue in 2026. Nvidia’s data center revenue was $830 million in fiscal 2017. Three customers made up about three-quarters of Cerebras’ second-quarter revenue. 10 stocks we like better than Cerebras Systems › Cerebras Systems (NASDAQ:CBRS) priced its initial public offering (IPO) at $185 a…
Key Points The Vanguard S&P 500 ETF (NYSEMKT: VOO) is the largest exchange-traded fund (ETF) in the world — having surpassed $1 trillion in net assets earlier this year. With just a 0.03% expense ratio, or $3 for every $10,000 invested, it provides a low-cost way to invest in the S&P 500 (SNPINDEX: ^GSPC). An…
Key Points Arm benefits from both its own CPUs and custom CPUs. AMD and Nvidia both look well-positioned to capture market share in the fast-growing server CPU space. Intel is the current market share leader, but is expected to lose considerable share in the coming years. 10 stocks we like better than Advanced Micro Devices…
Key Points Famed growth investor Cathie Wood has been a longtime fan of Elon Musk and Space Exploration Technologies (NASDAQ: SPCX). She gained renown for spotlighting Tesla before it exploded into the trillion-dollar company it is today, and her firm, Ark Invest, sold private access to SpaceX before it went public. For the first time…
Key Points We’re nearing the fourth anniversary of the launch of ChatGPT, and with it, the end of the fourth year of the AI bull market. During that time, the S&P 500 has roughly doubled, and the Nasdaq Composite has done even better, but the trillions of dollars of new wealth haven’t come without investor…
Key Points Tesla (NASDAQ: TSLA) stock surged 7.5% over the past month, outpacing the S&P 500‘s 1.3% gains, as of this writing. Tesla’s shares got a boost from the company’s better-than-expected electric vehicle (EV) deliveries, which reached 486,532 for the third quarter (ended Sept. 30), compared with Wall Street’s consensus estimate of 461,100. Missed Nvidia…