Key Points The Vanguard Mega Cap Growth ETF holds 59 of America’s largest growth companies. Its top four positions are Nvidia, Apple, Alphabet, and Microsoft, which have a combined value of over $17 trillion. Artificial intelligence is a massive tailwind for the Vanguard ETF right now because of its portfolio composition, but that also creates…
Key Points Many investors are chomping at the bit to buy shares in a slew of upcoming IPOs, including OpenAI, Anthropic, and SpaceX. The recent debut of the artificial intelligence semiconductor company Cerebras, which raised $5.5 billion from its IPO and saw its share price surge 68% on the first day of trading, shows just…
Key Points SpaceX is reportedly targeting a Nasdaq listing in June at a valuation of $1.75 trillion to $2 trillion. Starlink, SpaceX’s satellite internet business, is the main reason the valuation has held up. Tesla’s market capitalization sits at about $1.65 trillion as of this writing. These 10 stocks could mint the next wave of…
Key Points Lumen has nearly $13 billion in AI infrastructure contracts with hyperscalers including Microsoft and Anthropic. AWS and Google Cloud are both building connectivity products on top of Lumen’s fiber network. The stock is up over 400% in three years but still trades at less than its annual sales. 10 stocks we like better…
Key Points Artificial intelligence (AI) stocks have soared over the past few years amid excitement about the promise of this new technology. The idea is that AI tools and services may help companies save time and money and become more innovative — and the result could supercharge earnings growth. For this reason, investors have rushed…
Dell Technologies’ DELL first-quarter fiscal 2027 results, scheduled to be released on May 28, are expected to have benefited from the robust demand for AI-optimized servers, driven by ongoing digital transformation and heightened interest in generative AI applications. For the fiscal first quarter, Dell Technologies anticipates 53% growth at the midpoint for the combined Infrastructure…
Key Points Nio (NYSE: NIO), a major producer of electric vehicles (EVs) in China, initially appears to be deeply undervalued. From 2020 to 2025, its annual deliveries soared from 43,728 to 326,028 vehicles, and its revenue rose at a 40% CAGR. From 2025 to 2028, analysts expect Nio’s revenue to grow at a 26% CAGR….
Netflix NFLX is the world’s largest subscription streaming platform, while Apple AAPL is the consumer-technology powerhouse whose Apple TV service sits inside a sprawling, high-margin Services franchise. Both compete fiercely for global viewers’ attention and entertainment spending. The comparison is timely. Both reported results in April 2026 and used spring 2026 events to unveil ambitious…
Key Points Pony AI recently posted impressive earnings numbers, with its robotaxi business demonstrating strong growth. The Chinese-based company is growing its robotaxi business and plans to have a footprint in 20 cities this year. 10 stocks we like better than Pony Ai › Tesla is one of the largest companies in the world, with…
Key Points The Vanguard S&P 500 ETF is one of the largest investment vehicles in the world, and for good reason. Over the past few years, the S&P 500 has become increasingly top-heavy. The Invesco S&P 500 Equal Weight ETF offers broad exposure without the concentration risk. 10 stocks we like better than Invesco S&P…