Key Points Artificial intelligence (AI) has driven the market to the tune of an 81% gain over the past three years. The eight most highly valued companies in the world are all AI companies, and it looks like many of them are just getting started. Will 2026 be another winning year for AI, or is…
Key Points Investors are always on the lookout for the next big technology breakthrough. And in recent years, artificial intelligence (AI) emerged as this potential game changer. The idea is AI will make the world a more efficient place, and importantly, help companies save money and increase their ability to rapidly innovate. Many companies in…
Key Points Intel lost the battle for AI training chips, but it can still be a big AI winner. The foundry business could benefit from a deluge of custom AI chips. As AI inference moves to devices, Intel’s AI-enabled CPUs could bring about a sea change in the industry. 10 stocks we like better than…
Key Points Over the last couple of years, Berkshire has reduced its position in Apple stock by more than 70%. For years, Berkshire has been stockpiling cash and collecting interest on Treasury bills. Last quarter, Berkshire put some of its excess cash to use and acquired a stake in Alphabet. 10 stocks we like better…
Key Points Tesla’s robotaxis will revolutionize how consumers think about the cost of mobility. The company will begin mass production of Cybercabs in 2026, in anticipation of regulatory approvals for robotaxis. Even if robotaxi adoption is slower than anticipated, Tesla can still tactically respond in ways that its peers cannot. These 10 stocks could mint…
Key Points Nvidia is the market leader in AI accelerators, and its full-stack strategy means its systems often have the lowest total cost of operation. Broadcom is the industry standard in Ethernet switching and routing chips, and it is the market leader in custom AI accelerators. Micron is gaining market share in DRAM and NAND…
Key Points Building on a huge upward move in 2024, the growth stock once again crushed the S&P 500 this year. Nvidia’s recent business performance has been nothing short of extraordinary. Competition isn’t a big threat to Nvidia yet. But that could change. 10 stocks we like better than Nvidia › With 2025 finally coming…
Key Points The expiration of a federal clean-vehicle credit at the end of Q3 likely led to a pull-forward in demand during the period. While Q4 numbers from Tesla may be weak, investors should zoom out and look at the bigger picture. There are catalysts on the horizon that could accelerate Tesla’s vehicle sales growth…
Key Points Berkshire Hathaway provides an “anchor” to a portfolio with its massive war chest of cash. Apple’s business is seeing accelerating momentum. These two stocks give investors access to both cutting-edge technology and financial optionality. 10 stocks we like better than Apple › In a search for investment ideas for 2026 and beyond, I…
Key Points Intel stock soared in 2025. The company hired a new CEO, slashed costs, and improved its balance sheet. Looking ahead, Intel will need to win foundry customers and overcome the impact of soaring memory chip prices. 10 stocks we like better than Intel › Shares of Intel (NASDAQ: INTC) soared nearly 90% in…