Key Points Nvidia’s revenue grew from $68.1 billion in the fiscal fourth quarter of 2026 to $96.2 billion in the fiscal second quarter of 2027. Management expects fiscal third-quarter revenue of around $108 billion. Based on the past year’s adjusted earnings, the stock is around a third cheaper than it was at its May peak….
Key Points Teradyne is already putting robots to work across manufacturing while benefiting from AI-driven semiconductor demand. Zebra is connecting machine vision, software, and data tools to make automation smarter across physical operations. Rockwell gives investors exposure to AI and robotics through its established industrial automation business. 10 stocks we like better than Rockwell Automation…
Key Points Microsoft’s Copilot has 30 million paying subscribers, and the latest version of the productivity app offers even more AI-focused capabilities. Alphabet developed Google Gemini and is now a frontier AI model that’s powering the company’s enterprise software. Despite this recent success, both stocks still look relatively inexpensive. 10 stocks we like better than…
Key Points When it comes to AI, it’s hard to overstate the importance of semiconductors. “Semiconductors are the fundamental enabling technology of AI,” stresses the Semiconductor Industry Association. “Chips provide the base hardware layer underpinning modern AI systems and comprise a significant portion of the overall value in a modern AI server.” Missed Nvidia in…
Key Points Tech giants are committing more capital to robotics, an industry that may surge thanks to artificial intelligence. Humanoid robots that can perform various chores and tasks are still years away. Many of the same AI stocks that have captured headlines in recent years are poised to benefit from this aspect of the AI…
Key Points AI hyperscalers releasing their capital expenditure projections early could kick-start a rally for Nvidia. The chipmaker’s stock is priced at a dirt-cheap level. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has had a solid 2026, rising about 21% so far this year. While that’s beating the market, Nvidia investors…
Key Points An important event for nearly every major AI stock is coming on Oct. 15. Although it doesn’t directly have anything to do with stocks like Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), or AMD (NASDAQ: AMD), it comes from one of their key suppliers, and what it says will have major implications for the…
Key Points Analysts at Cantor Fitzgerald reiterated their “neutral” rating on Rivian (NASDAQ: RIVN) stock on Sept. 28. Curiously, however, the firm also reiterated its $19 price target, which implies more than 20% upside. In many ways, Cantor Fitzgerald’s seemingly contradictory stance makes a lot of sense. Rivian does have plenty of growth potential. But…
Key Points Michael Burry thinks AI stocks are overvalued and at risk of fueling a widespread market crash. While some of Burry’s arguments are valid, he has a clear incentive to publish his trades. Investors should do their own diligence instead of blindly following someone else’s playbook. 10 stocks we like better than Micron Technology…
Key Points Tesla is one of the world’s largest manufacturers of electric vehicles, but it’s grappling with declining sales as competition heats up. Tesla will report its third-quarter sales figures this week, and another year-over-year decline is expected. Tesla stock is trading at a sky-high valuation as investors speculate on the future success of new…