Key Points Nvidia’s launch of its Rubin AI chips should provide a solid catalyst later this year. The company’s leadership in sovereign AI is another key tailwind. Wall Street expects an exceptional performance from Nvidia going forward, too. 10 stocks we like better than Nvidia › Have you ever read a book or watched a…
Key Points The “Magnificent Seven” is a group of stocks that are often pointed to as market leaders. Currently, all seven are among the world’s top-10 largest companies. That’s an impressive spot to be in, and the group is made up of: Nvidia (NASDAQ: NVDA) Apple (NASDAQ: AAPL) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Microsoft (NASDAQ:…
Key Points Artificial intelligence (AI) stocks have taken a bit of a beating in recent months, as investors question the high valuations after a three-year bull market and the true return that all of the AI investment is actually generating. For some AI stocks, the cautious reaction is spot on, but for others, it is…
Key Points Nvidia’s GPUs continue to enjoy strong demand, leading to record fiscal fourth-quarter revenue of $68.1 billion. The company has expanded into artificial intelligence (AI) networking, with this area seeing 263% year-over-year sales growth in Q4 for fiscal year 2026. Nvidia has invested in businesses across the AI industry, including Nokia and Intel. 10…
Key Points The five existing members of the $2 trillion club are all beneficiaries of the growing demand for artificial intelligence (AI). Alphabet, Microsoft, and Amazon have all seen demand for their cloud computing AI services outstrip their ability to build new data centers and stand up servers. Nvidia is the largest graphics processing unit…
Key Points Tesla returned nearly 1,900% on my original investment, but I still wish I’d never bought it. The Twitter acquisition revealed that Elon Musk’s appeal was more self-marketing than tech genius. Great returns don’t mean you were right; sometimes you just got lucky. These 10 stocks could mint the next wave of millionaires ›…
Key Points Demand for semiconductors and the ancillary products needed to support the data center build-out has surged in recent years. Broadcom’s dizzying assortment of customizable chips and infrastructure products is helping sustain the data center boom. Despite its critical role in the data center space, the stock is still attractively priced. 10 stocks we…
Key Points Thiel Macro (a hedge fund run by Peter Thiel) sold its positions in Tesla, Microsoft, and Apple in Q4 2025. Peter Thiel made a similar decision in Q4 2019 with mixed results; he avoided losses but missed out on gains. The S&P 500 is expensive, but most Wall Street analysts think Tesla, Microsoft,…
Key Points It has been a rough couple of years for electric vehicle (EV) stocks not named Tesla (NASDAQ: TSLA). But right now, investors can secure bargain valuations on two electric car makers with big plans over the next few years. One of these stocks is extremely speculative. But the other has an upcoming growth…
Key Points Nvidia (NASDAQ: NVDA) has made investors a ton of money over the past few years. If you invested $10,000 into it at the start of 2023, that investment is now worth $125,000. That’s an incredible return on investment. While Nvidia won’t be able to repeat that growth rate over the next three years,…