Key Points Alphabet raised its 2026 capital spending forecast to as much as $205 billion this past week, while Amazon plans about $200 billion and Meta up to $145 billion. Nvidia’s data center revenue rose 92% year over year to $75.2 billion in its most recent quarter. The stock trades at about 32 times trailing…
Key Points Infleqtion will connect quantum computing with existing AI infrastructure, and Nvidia is backing the company. Hundreds of customers work with Infleqtion in high-growth industries with deep pockets. This stock isn’t for the faint of heart, since it will end up with a price-to-sales ratio of 50 if it achieves its full-year guidance. 10…
Key Points Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is a major player in the artificial intelligence (AI) race. It’s the largest of the four hyperscalers, and when it makes a decision, it sends ripples through the industry. Alphabet CEO Sundar Pichai just made an announcement that will affect chipmakers Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO),…
Key Points The Vanguard S&P 500 ETF launched on Sept. 7, 2010, and has returned about 14.7% annually since. The fund charges 0.03% a year, or about $3 annually on a $10,000 balance. Roughly nine in ten large-cap U.S. funds failed to beat the S&P 500 over the 15 years through 2024. 10 stocks we…
Key Points Nvidia forecasts that global data center capital expenditures will rise considerably over the next few years. If the chipmaker simply maintains its market share as data center spending rises to its projected level, its earnings and revenue could grow fourfold by 2030. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA)…
Key Points Folksy wisdom holds that the surest way to make money during a gold rush was to sell shovels rather than swing picks. As with many emerging industries, quantum computing could be reviving that old dynamic, at least for a while, and it’s no surprise why. In particular, Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT),…
Key Points Nvidia (NASDAQ: NVDA) has been the top dog in the artificial intelligence (AI) investment space since the AI arms race kicked off in 2023. However, in 2026, it appears to have lost its crown to several others, including Micron (NASDAQ: MU). In 2026 alone, Micron is up around 250%, while Nvidia has risen…
Key Points Berkshire Hathaway CEO Greg Abel has built a large position in Alphabet since taking over for Warren Buffett earlier this year. Alphabet reported strong financial results in the second quarter, but the stock declined due to concerns about capital expenditures. Alphabet’s investments in artificial intelligence (AI) infrastructure are paying off, and the stock…
Key Points A difficult year for Tesla’s (NASDAQ: TSLA) stock got even worse after the stock fell more than 15% on July 23 in the aftermath of its second-quarter earnings report. The stock is now down more than 30% year to date. Shares of the electric vehicle (EV) maker fell after the company badly missed…
Key Points Nvidia sells at only 32 times earnings despite its massive run-up from its 2022 low. Microsoft’s 23 P/E ratio is near multiyear lows and likely prices in the company’s recent challenges. 10 stocks we like better than Nvidia › Perhaps one of the more notable surprises is the fact that Microsoft (NASDAQ: MSFT)…