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…
Key Points Super Micro expects fourth-quarter revenue to come in at the lower end of its previously issued guidance. While revenue growth is modest, Super Micro reported higher-than-expected profit margins and record backlog. Super Micro’s improving profitability and growing order book represent strong tailwinds for Nvidia’s GPU portfolio. 10 stocks we like better than Super…
Key Points Shares of Apple (NASDAQ: AAPL) climbed to near record highs on Friday, as investors applauded the iPhone maker’s relatively modest artificial intelligence (AI) investments. Image source: The Motley Fool. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For…
Key Points Retiring with $1 million in the bank is a dream for many Americans, and it’s becoming an increasing reality for those who invest consistently in the stock market. There’s a simple formula for maximizing your odds: start early, diversify, and add funds consistently. While creating your own portfolio of around 50 carefully curated…
Strong cash flows reflect financial stability, allowing companies to pay down debt, pursue growth opportunities, and shell out dividend payments. These companies are also better equipped to weather downturns, providing another beneficial advantage for investors from a long-term standpoint. And for those seeking cash-generating machines, two companies – Visa V & Apple AAPL – fit…
Investors aiming to buy into the artificial intelligence boom driving the economy and Wall Street for the foreseeable future might want to consider best-in-class, AI-boosted infrastructure stocks. The two Zacks Rank #2 (Buy) stocks we explore today, Vertiv and EMCOR Group, have proven themselves to be big winners in the AI spending spree spanning everything…
Key Points Tesla (NASDAQ: TSLA) needs no introduction. The Elon Musk-led technology business ranks 11th among the world’s most valuable companies. And it’s working on interesting projects to usher in what its management calls a world of “amazing abundance.” The company’s ascent proves just how much of a favorite it is among market participants. If…
Key Points Nvidia and Broadcom are supplying a massive amount of computing equipment to data centers. Taiwan Semiconductor Manufacturing only needs increased spending to do well. 10 stocks we like better than Nvidia › This year, the four AI hyperscalers plan to spend around $650 billion in total on their data center capital expenditures. That’s…
Key Points The Trump Administration on Wednesday announced that the Prometheus project would receive $60 million in federal funding. Prometheus is a project that will incorporate AI into the nuclear power design process. Recent IPO X-Energy is a Tier 1 partner in Prometheus, committing $10 million in capital to the project. SMR start-up Oklo is…
Key Points Apple has more than 2.5 billion active devices, with the iPhone still dominating the consumer market. As AI models become commoditized, this company’s user experience is where the value lies. By avoiding the capital expenditure surge, Apple’s free cash flow remains intact. 10 stocks we like better than Apple › The hyperscalers, which…