Key Points The stock market has been soaring since April, with the Dow Jones Industrial Average (DJINDICES: ^DJI), S&P 500 (SNPINDEX: ^GSPC), and Nasdaq Composite (NASDAQINDEX: ^IXIC) all hitting new all-time highs. Markets are now up for the year, with the Nasdaq leading the way, up 13% after falling 10% in the first quarter. Will…
Key Points Walmart and Costco are passing along value to their customers via a growing portfolio of products and services. Their dividend yields are now less than 1%. Both stocks are glaringly expensive. 10 stocks we like better than Walmart › The major stock market indexes are hovering around all-time highs, but the economy is…
Key Points Microsoft currently demonstrates a steadier and more consistent upward revenue trajectory, while Apple generates a noticeably higher overall volume of sales despite its fluctuations. Apple experiences sharp quarter-over-quarter variations with massive seasonal spikes at the end of each calendar year, whereas Microsoft maintains a much more stable sequential growth pattern. Investors should watch…
Key Points The market may have had a strong run over the past two months, but there are still plenty of stocks that look like great buys right now. The reality is that the artificial intelligence (AI) build-out is just getting started, and many of these companies have yet to recognize the full effect that…
Key Points Quantum computing, due to its complexity, will take time to become very useful — and even experts haven’t agreed on an exact timeline. These two companies have announced significant progress over the past year or so. 10 stocks we like better than Microsoft › Quantum computing promises to be one of the next…
Key Points Nvidia will continue to be a prime beneficiary of increased AI spending. Meta Platforms has a few potentially game-changing products in its pipeline. Micron is taking full advantage of the memory chip shortage. 10 stocks we like better than Nvidia › Artificial intelligence (AI) investing has been a major market trend over the…
Key Points Apple has an interconnected system of produdcts that users love. Coca-Cola has one of the longest dividend raise streaks on the market. American Express has a closed-loop model that thrives under most conditions. 10 stocks we like better than Apple › Warren Buffett has been very clear over his years leading Berkshire Hathaway…
Key Points Management is confident that sustained cash-flow growth can support a higher dividend payout. Nvidia’s new platform is built for the artificial intelligence (AI) inference boom. Nvidia is still a great value for long-term investors. 10 stocks we like better than Nvidia › Don’t let Nvidia‘s (NASDAQ: NVDA) 1.7% decline on May 21 fool…
Key Points SpaceX filed its S-1 prospectus last week. It is rumored that the company will raise high-two-digit billions at a $1.5 trillion valuation. The company spans space travel, space communications, and AI. But it needs to get this one thing right to justify that valuation. These 10 stocks could mint the next wave of…
Key Points Greg Abel and his team cut 16 positions from the total equity portfolio. These were all small positions, including some long-time holdings like Visa and Mastercard. The new portfolio still includes the Buffett favorites and is more concentrated in the higher-conviction positions. 10 stocks we like better than Berkshire Hathaway › Will AI…