Key Points Palantir trades at a stratospheric 109 times revenue while Nvidia’s 24 times sales looks almost (almost!) reasonable by comparison. Palantir’s military-style data analytics platform limits its addressable market compared to Nvidia’s universal AI infrastructure play. Both stocks are priced for a perfect AI future that may not materialize smoothly, and investors could find…
Key Points After a prolonged rally throughout 2025, quantum computing stocks are starting to give back their gains. Big tech could serve as a backdoor way to gain exposure to the quantum computing opportunity. Shares of Nvidia have been sliding since the company reported earnings in mid-November. 10 stocks we like better than Nvidia ›…
Key Points Nvidia supplies the world’s best data center chips for processing artificial intelligence (AI) workloads. The company is experiencing more demand than it can possibly supply, which is fueling financial results. The stock trades at an attractive valuation, which could set the stage for a price of $300 or more in 2026. 10 stocks…
Key Points Nvidia and Palantir provide key components for building and getting the most out of new AI models. But Meta Platforms has some of the best use cases for AI, and it’s already showing up in revenue growth. AI could provide a long runway for continued growth at this tech giant, and the stock…
Key Points Apple (NASDAQ: AAPL) is the world’s second-largest company after Nvidia (NASDAQ: NVDA), with a market cap of about $4.2 trillion. That’s a monster business, but I don’t think it will stay in second place for long. I don’t think it will become the world’s largest company, either. I believe some other stocks will…
Key Points Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the inference market. 10 stocks we like better than Nvidia › As we head into 2026, there are no…
Key Points Tesla is preparing for an exciting 2026 replete with production ramp-ups and potential wider approval of its full self-driving (FSD) technology. The risk is rising as the company appears to be going all-in on full self-driving and robotaxis. The stock remains attractive for risk-tolerant investors. These 10 stocks could mint the next wave…
Key Points The AI chip leader maintains a strong competitive position in providing the essential components to build next-generation data centers. Nvidia offers an attractive valuation relative to its growth prospects. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been one of the top-performing tech stocks in recent years. The shares…
Key Points Nvidia’s data center business has been the center of attention in recent years. Investors shouldn’t overlook the growth and opportunities in its gaming and AI PCs segment. The end-market opportunity indicates that it can sustain such growth for a long time to come. 10 stocks we like better than Nvidia › Nvidia‘s (NASDAQ:…
Key Points Microsoft and Alphabet have resources that quantum computing pure-plays could only dream about. Nvidia has launched a device that allows for a hybrid quantum computing approach. 10 stocks we like better than Alphabet › Quantum computing has gone through two boom-and-bust hype cycles in under a year, but that doesn’t mean the technology…