Key Points Tesla’s Q3 vehicle deliveries meaningfully exceeded Wall Street’s forecast. The brand continued to see recovery in the European market. Tesla reports Q3 earnings on Oct. 21, and investors will be looking to see what margins the company generated on its vehicle sales. These 10 stocks could mint the next wave of millionaires ›…
Key Points Nvidia is partnering with Wall Street banks to offer $500 billion in capital to its customers. Those loans are backed by the residual value of GPU servers. The answer to the question of how long those GPUs can remain in use will impact the financial results of just about every major AI company….
Key Points Nvidia’s record close on Oct. 5 put its market cap around 4% below $6 trillion. Apple’s stock lost 31% over the year after it first hit $3 trillion. Nvidia’s adjusted earnings per share climbed 120% year over year for its latest quarter. 10 stocks we like better than Nvidia › Shares of Nvidia…
Key Points Artificial intelligence (AI) cloud company Boost Run (NASDAQ: BRUN) had quite the run on its stock Tuesday. This followed news from the company that it signed a new contract to provide its services under a long-term deal that will see it earn hundreds of millions of dollars. With that considerable tailwind behind it,…
Key Points Nvidia and AMD are two great ways to play the GPU market. Broadcom is a solid way to invest in custom AI chips. TSMC and ASML play critical roles in the semiconductor value chain, with minimal competition between them. 10 stocks we like better than Nvidia › Spending on artificial intelligence (AI) infrastructure…
Key Points Mega-cap stocks are those with a market cap of $200 billion or more. Despite all the focus on these stocks, they account for only 76 of the tickers trading on U.S. exchanges today. Like stocks of all sizes, this subset of large-cap stocks is made up of buys, sells, and holds. Within this…
Key Points Tim Cook had enormous shoes to fill when he took over the Apple (NASDAQ: AAPL) CEO role from Steve Jobs in 2011. Jobs was a visionary leader, and skeptics weren’t sure Cook was the right person to lead the consumer tech company into its next chapter. Fifteen years later, and the proof is…
With the dizzying number of headlines surrounding the AI boom, it can be hard for investors to keep track of what matters. Below are five of this week’s most important AI news items: AI: No End to Demand in Sight Lisa Su: Demand > Supply Tuesday,Advanced Micro Devices (AMD) shares rose in early trading after…
Key Points Geely agreed to contribute its commercial battery-swap business and some cash to acquire a 30% stake in Nio Power. Investors have long questioned Nio’s battery-swap network and its ability to contribute to profitability. Nio’s “other sales” have turned the corner and remain in positive territory. 10 stocks we like better than Nio ›…
Key Points Tesla’s electric vehicle sales declined in 2024 and 2025, but they are slowly recovering this year on the back of price cuts and rising oil prices. Nevertheless, chief executive Elon Musk recently pulled two of Tesla’s most premium vehicles off the market to focus on other product platforms instead. Tesla’s earnings have plummeted…