Key Points Tesla is trading at a massive premium to its sector average P/E ratio, as well as to other megacap companies. With a trailing P/E of 14, Micron’s valuation sits below its sector average, even after a 6x share price jump over the past year. Analysts are more bullish on Micron than on Tesla….
Key Points Artificial intelligence (AI) workloads in data centers, smartphones, computers, and even cars require an increasing amount of memory capacity. Micron Technology is one of the world’s top memory suppliers, and its revenue more than tripled during its 2026 fiscal year. Micron stock looks like a bargain, but valuation alone doesn’t tell the whole…
Key Points AMD (NASDAQ: AMD) has had an incredible year. It’s the ninth-best-performing S&P 500 (SNPINDEX: ^GSPC) stock, rising nearly 200% so far this year. That performance has pushed it to become a $1 trillion company. While Nvidia (NASDAQ: NVDA) is still ahead at a $5.5 trillion valuation, is this a sign that AMD is…
Key Points Market capitalization, or “market cap,” is a way of measuring companies’ size and value based oncurrent stock marketprices. Market cap is a company’s stock price multiplied by its total number of shares outstanding. Understanding what market cap is can help investors choose large-cap, mid-cap and small-cap stocks or stock ETFs and index funds….
Key Points Wall Street has become less optimistic about the future of electric vehicles (EVs) since they boomed in 2020. Two stocks that went public during the EV boom and are subsequently down more than 90% from their highs are Rivian Automotive (NASDAQ: RIVN) and Lucid Group (NASDAQ: LCID). Both stocks have tried to build…
Key Points Jensen Huang, one of the co-founders of Nvidia (NASDAQ: NVDA), is no stranger to making bold predictions. One that he has been floating for a few years is that data center capital expenditures will reach $3 trillion to $4 trillion annually by 2030. That’s a massive increase from today’s levels, and he just…
Key Points It’s no secret that the artificial intelligence (AI) hyperscalers are dumping billions of dollars into data centers to provide enough computing power to train their AI models along with running existing workloads. There’s not enough computing capacity to go around, and it will be several years before there is enough to meet the…
Key Points $1.4 billion in cost savings is what Lucid’s “Value Creation Team” is targeting in 2026. Lucid’s midsize platform and first launch vehicle, Cosmos, are delayed, but their importance has never been greater. Lucid’s Saudi Arabia factory remains an “X-factor” as it comes with large-scale stable government orders, but needs to reach industrialization sooner…
Key Points Short-term options that are far-out-of-the-money are the “casino corner” of the stock market, but long-term investing is different. I like to focus on companies with high revenue and net income growth rates that have compelling multi-year catalysts. Companies with low market caps can deliver outsize returns if they have good fundamentals. These 10…
Key Points The S&P 500 has climbed around 12% in 2026, while its equal-weight version has risen about 9%. Around three-quarters of the stocks in the S&P 500 dropped in September. Nvidia and Apple made up nearly 15% of Vanguard’s S&P 500 fund at the start of 2026. These 10 stocks could mint the next…