Key Points A combination of more warehouses and more members will drive higher revenue going forward. At a larger scale, Costco’s impressive cost advantage will be strengthened, supporting its competitive position. There’s one major potential headwind that could get in the way of outsize investment returns. 10 stocks we like better than Costco Wholesale ›…
Key Points Monster stocks are defined by endurance and compounding power, not early-stage discovery, and Amazon, O’Reilly Automotive, and Nike all fit that profile. Each company is supported by a distinct structural growth engine, from Amazon’s multiplatform ecosystem, to O’Reilly’s benefit from an aging vehicle fleet, to Nike’s global brand strength and pricing power. The…
Key Points Nvidia’s sustained sequential growth highlights the incredible demand for AI chips. AI infrastructure spending is projected to continue rising rapidly in the coming years. Nvidia is still well-positioned to capitalize on this growth. 10 stocks we like better than Nvidia › Is the artificial intelligence (AI) bubble about to burst? Some people think…
Key Points New Berkshire Hathaway CEO Greg Abel got right to work in Q1, with a flurry of portfolio moves. Despite exiting several stocks and buying others, some classic Buffett stocks remained intact. Their strong business fundamentals make them high-conviction buys for long-term investors today. 10 stocks we like better than Apple › Berkshire Hathaway…
Key Points Ford consistently generates higher revenue than Tesla, maintaining a distinct gap across all observed periods. Both companies experienced quarter-over-quarter revenue declines in their most recent periods but maintained higher levels than the prior year. Investors should monitor whether the revenue gap between the two companies continues to widen or begins to narrow in…
Key Points Nvidia is the largest company in the world right now, but don’t be surprised if it gets even bigger. Nvidia’s latest results provide a clear indication that its AI chip dominance isn’t going to fade. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) became the first company in the world…
Key Points Most promising artificial intelligence (AI) stocks are already priced at a premium. So while growth rates are high, so are the valuations. There’s one AI stock, however, that remains a bargain. That’s because most investors don’t yet classify the company as an artificial intelligence business. That’s the case even though the company’s closest…
Key Points Analysts expect Intel stock to slide in the coming year following its red-hot rally. However, the chip giant’s ability to deliver stronger-than-expected growth could be a tailwind for the stock. New catalysts are emerging for Intel, which could help the stock deliver further gains going forward. 10 stocks we like better than Intel…
Key Points SpaceX is scheduled to go public in early June. SpaceX merged with xAI earlier this year; meanwhile, Tesla also owns equity in xAI. Nvidia’s GPUs are used for training models at xAI and Tesla. 10 stocks we like better than Nvidia › Elon Musk’s businesses have always thrived on an audacious convergence of…
Key Points Microsoft is the worst-performing “Magnificent Seven” stock in 2026, down about 13% year to date. Revenue growth accelerated in the company’s fiscal third quarter, and its annual AI business revenue run rate more than doubled. The software and cloud giant is now one of the cheapest stocks in the group, but its spending…