Key Points Quantum computing may not be at the top of every investor’s mind right now due to the prominence of artificial intelligence (AI) investing. However, I think it’s something investors should keep in mind. By 2030, there could be commercially viable quantum computing available, and that could shake up tech even more than AI…
Key Points The Vanguard Growth ETF’s 10 largest holdings account for about 60% of its assets. Nvidia and Apple alone make up about 24% of the fund. The fund lost 33% in 2022, the last calendar year in which richly valued growth stocks fell. 10 stocks we like better than Vanguard Growth ETF › The…
Key Points Regulators and consumers are upset over the negative impact that AI data centers are having on electricity prices. Elon Musk attempted to sidestep that issue by installing an off-grid power system at SpaceX’s Colossus I and II data centers. There’s a fight over the natural gas power plant, but here are three companies…
Key Points Alphabet combines strong AI momentum with reasonable valuation, making it the top “Magnificent Seven” pick. Nvidia and Microsoft offer compelling long-term AI opportunities after meaningful valuation resets this year. Heavy AI spending remains the biggest risk that could reshape rankings across all seven companies. 10 stocks we like better than Alphabet › The…
Key Points Apple Maps will power navigation on Ford’s Universal Electric Vehicle Platform starting in 2027. The first vehicle on the platform is a midsize EV priced around $30,000. Apple’s services segment set an all-time revenue record of about $31 billion in its most recent quarter. 10 stocks we like better than Apple › Apple…
Key Points The amount of advanced memory needed in data centers is rapidly increasing, and manufactures can’t keep up. The iShares Semiconductor ETF offers exposure to memory producers, chip designers, and foundry equipment suppliers. Its premium valuation and concentrated portfolio are important risks to consider. 10 stocks we like better than iShares Trust – iShares…
Key Points Nvidia is already the world’s largest public company and faces some potential growth headwinds from new competition. Bloom Energy’s fuel cells are becoming as crucial as Nvidia’s chips in supporting AI. It has limited competition and an improving valuation. 10 stocks we like better than Bloom Energy › Nvidia (NASDAQ: NVDA) has been…
Key Points Although Warren Buffett no longer heads Berkshire Hathaway, its stock trades and positions continue to attract plenty of attention. At one time, nearly half of the conglomerate’s massive stock portfolio consisted of its stake in Apple (NASDAQ: AAPL), and though it has sold a large number of shares, the iPhone maker remains its…
Key Points Bitcoin has a market capitalization of $1.3 trillion, making it the world’s largest cryptocurrency. Ark Investment Management, which was founded by technology investor Cathie Wood, thinks Bitcoin could soar more than tenfold by 2030. Ark thinks six potential catalysts will fuel the rally, but the most important one isn’t quite working as expected….
Key Points Although headline U.S. inflation backed off from a three-year high, Wall Street isn’t out of the woods. Trumpflation has entered a new stage, and it may force the Federal Reserve to act. Furthermore, policymakers identified a new source of inflation at the latest Federal Open Market Committee (FOMC) meeting — and it could…