Key Points Alphabet made its first investment in SpaceX in 2015 alongside Fidelity. A handful of funds have SpaceX as their largest holding. Waiting until its IPO is the most direct way to invest in SpaceX. 10 stocks we like better than Alphabet › You would have to go back quite some time to find…
Key Points AI stocks jumped in the wake of strong earnings reports this week. Most of the “Magnificent Seven” will report earnings this week. Signs of cloud growth and AI adoption could drive AI stocks higher. 10 stocks we like better than Alphabet › The AI sector had one of its best sessions in recent…
Key Points Microsoft has rarely traded at this valuation over the past decade. Micron is cheaply valued, but has a multiyear growth cycle ahead of it. Only one year of growth is priced into Nvidia’s stock. 10 stocks we like better than Microsoft › Finding bargains in the stock market is the goal of every…
Key Points By the end of last year, investors had become accustomed to top performance from Nvidia (NASDAQ: NVDA). The stock had delivered quarter after quarter of gains thanks to the company’s leadership in the artificial intelligence (AI) chip market. And any surprises had been positive, such as the company becoming the first ever to…
Key Points Palantir Technologies (NASDAQ: PLTR) soared during most of this artificial intelligence (AI) boom, but one thing prompted caution at certain times, and that’s the stock’s valuation. It skyrocketed, reaching a peak of more than 240x forward earnings estimates last year. So, as investors became increasingly worried about the formation of an AI bubble…
Apple AAPL is set to report second-quarter fiscal 2026 results on April 30. Apple expects second-quarter fiscal 2026 net sales to grow between 13% and 16% on a year-over-year basis. Gross margin is expected to be 48-49% in the second quarter of fiscal 2026. Operating expenses are expected to be between $18.4 billion and $18.7…
Key Points Tim Cook has done an exceptional job in growing Apple’s business over the years. One area that investors may not be thrilled with, however, is artificial intelligence (AI). A successful AI strategy could unlock much more growth for the business. 10 stocks we like better than Apple › Whenever there’s a change in…
Key Points Tesla remains one of the largest manufacturers of electric vehicles, but the brand is struggling amid a highly competitive landscape. Chief executive Elon Musk has shifted the company’s focus to other products, such as the Cybercab robotaxi and the Optimus humanoid robot. These product platforms present a much larger opportunity than the passenger…
Key Points Tesla’s total first-quarter deliveries were lackluster, leading to disappointing revenue. Of the automobiles it’s selling, however, it’s clearing a growing amount of net profit. In that electric vehicles remain its breadwinning business, this resiliency dials back some of the reasons for worrying about this year’s sizable planned capital expenditures. These 10 stocks could…
Key Points Much ado has been made about SpaceX’s upcoming IPO. And much ado is warranted. Elon Musk’s space technology company plans to begin trading publicly with a market cap of $1.75 trillion. To put that number in perspective, it’s higher than the market cap of Musk’s other public company, Tesla (NASDAQ: TSLA). It’s also…