Tag: stock

Key Points The Vanguard Information Technology ETF offers broad exposure to the technology industry. With more than one-third of its portfolio allocated to semiconductors, it’s well-positioned to ride the artificial intelligence (AI) wave. Over time, this fund could potentially help you generate substantial wealth. 10 stocks we like better than Vanguard Information Technology ETF ›…

Key Points Jensen Huang believes hyperscalers need to continue to spend on AI, simply because “compute is profit.” Spending on AI could top $4 trillion by the end of the decade, according to Nvidia’s own estimates. If that’s true, the stock may be incredibly undervalued. 10 stocks we like better than Nvidia › Hyperscalers are…

Key Points Broadcom’s expensive valuation has weighed on the stock so far this year, but investors shouldn’t miss the terrific acceleration that it is poised to deliver. Analysts seem to be underestimating Broadcom’s earnings growth potential. It won’t be surprising to see Broadcom becoming a multibagger. 10 stocks we like better than Broadcom › Broadcom…

Key Points Greg Abel took over for Warren Buffett as the CEO of Berkshire Hathaway at the beginning of this year. Obviously, filling the shoes of a legend like Buffett won’t be easy. But Abel is clearly not afraid to make big moves, taking a large position in a “Magnificent Seven” stock that other prominent…

Key Points Some analysts think Apple is well-positioned to capitalize on agentic AI. The company’s deep ecosystem is an important reason it could do so. There are multiple reasons to buy the stock. 10 stocks we like better than Apple › Artificial intelligence (AI) helped many tech leaders improve their businesses. Nvidia saw surging demand…

Key Points SpaceX is the largest rocket launcher in the world, and the company’s mission is to develop technology that supports multiplanetary living. Its Starlink business is the largest satellite connectivity business in the world. It recently merged with xAI, which has been losing money. These 10 stocks could mint the next wave of millionaires…

Key Points These 3 stocks have excellent prospects, despite recent developments suggesting otherwise. Buying their shares at current levels and holding onto them for the long haul could yield excellent returns. 10 stocks we like better than Nvidia › The Magnificent Seven is a group of tech (or tech-adjacent) companies that are among the largest…

Key Points Fund manager Gavin Baker identified a “cross-sectional inefficiency” in AI stocks. He argued that valuations can’t be accurate for both the cheap and expensive stocks in AI. AI stocks may rise and fall in the same cycle. 10 stocks we like better than Nvidia › Gavin Baker, the Chief Investment Officer of the…

Key Points Nvidia and Apple stand out as a titans in their respective segments. The first is a top AI chipmaker, the second is famous for its devices. But they are also dividend payers, even if at a modest level right now. 10 stocks we like better than Nvidia › Although neither Nvidia (NASDAQ: NVDA)…

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Enliven Therapeutics Inc (Symbol: ELVN), where a total volume of 16,050 contracts has been traded thus far today, a contract volume which is representative of approximately 1.6 million underlying shares (given that every 1 contract represents 100…