Key Points Lumentum Holdings’ photonic technology allows data centers to move massive amounts of data more rapidly and at lower costs. The stock rose by nearly 420% over the past six months. In March, Nvidia announced a major strategic partnership deal with Lumentum that includes a $2 billion investment into expanding its manufacturing capacity. 10…
Key Points Young adults with median incomes that save 20% of post-tax earnings can build a sizable investment portfolio by retirement. The Vanguard S&P 500 Growth ETF returned 786% (15.6% annually) over the past 15 years because of the adoption of cloud and mobile technologies. The Vanguard S&P 500 Growth ETF could deliver monster returns…
Key Points Investors want to see if massive spending plans are translating into profits. Microsoft has a backlog for its cloud platform Azure, currently restrained by capacity. The company’s earnings will show how the transition from infrastructure to application is going for large tech companies. 10 stocks we like better than Microsoft › Microsoft‘s (NASDAQ:…
Key Points The artificial intelligence-fueled earnings growth of tech companies is going to be a tailwind for the Nasdaq Composite index, which has shown resilience in April after a poor start to the year. Nvidia and TSMC enjoy solid pricing power. Both chip giants are in a position to clock solid earnings growth over the…
Key Points There are countless ways to invest in artificial intelligence. While some may prefer to put money into software companies or electrical infrastructure suppliers, the way I keep circling back to is through the chip designers, notably Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). Both of these are seen as premier AI investments, and…
Key Points After running his own fund for many years, Burry now writes on Substack, sharing his thoughts with the world. Burry recently said in a post that he thinks the software concerns are overblown. The legendary investor is buying the dip on several notable software stocks. 10 stocks we like better than PayPal ›…
Key Points Taiwan Semiconductor (NYSE: TSM) has emerged as one of the most important players in artificial intelligence (AI). While it’s not developing exciting AI capabilities like Nvidia (NASDAQ: NVDA) or Palantir Technologies, it plays a major part in the process, manufacturing the high-end chips that its clients design and that AI software players depend…
Key Points Intel (NASDAQ: INTC) has been one of the biggest comeback stories on Wall Street in recent memory. Over the past 12 months, the stock surged more than 260%. The turnaround is fueled by new leadership and the U.S. government taking a nearly 10% stake in the company. Despite the huge rally, analysts are…
Key Points Tesla’s Full Self-Driving (Supervised) subscriptions climbed 51% year over year in Q1. Services and other revenue rose sharply, too — far outpacing Tesla’s total revenue growth. Despite ramping up capital expenditures, free cash flow was positive. These 10 stocks could mint the next wave of millionaires › Shares of Tesla (NASDAQ: TSLA) moved…
Key Points Polestar is unique in that European Volvo and Chinese Geely own significant stakes in the company. Polestar may glean valuable insight with its connections and production in China. The young EV maker is going on its largest product offensive in history. 10 stocks we like better than Polestar Automotive Uk Plc › For…