"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia is the leading provide of chips for AI model training, and it’s well positioned for inference and agentic AI. AMD has a huge opportunity with its data center chips. Broadcom is a leader in custom chips and optical components. 10 stocks we …
Key Points Nvidia and Broadcom have long-term relationships to provide chips to Alphabet. TSMC has about 70% of the foundry chip market. Alphabet and Marvell are reportedly discussing a deal to supply Google with two new chips. 10 stocks we like better than Nvidia › …
Buyback announcements have taken a breather amid the AI arms race and increasing equity issuance Capital market trends point to possibly smaller net buyback yields in the quarters to come, prompting asset allocators to rethink strategy Record-breaking IPOs and ambitious tech capex plans put the …
Syntec Optics Holdings, Inc. OPTX shares have skyrocketed 316.4% year to date compared with the industry’s 0.8% growth. The company has outperformed other industry players, including Innventure, Inc. INV and Lesaka Technologies, Inc. LSAK. Shares of Innventure and Lesaka Technologies have rallied 42.6% and 0.8%, …
Key Points A sharp early-June sell-off in chip stocks reminded investors how quickly a crowded trade can turn. This Vanguard fund holds more than 300 technology names and charges one of the lowest fees in its category. Its three largest positions account for nearly half …
Key Points Investors will need to see Netflix’s market cap expand by 192% annualized over the next four years. However, the streaming stock’s current valuation and lower growth prospects are notable headwinds. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) shares might …
Key Points I don’t remember the last time Ford Motor (NYSE: F) shares sped up like this. The legacy automotive company completely shifted gears in May, positioning itself as an artificial intelligence (AI) play in a strategic move that sent its stock soaring 44.4% during …
Key Points The countdown has begun. But not to SpaceX’s next rocket launch. Instead, investors are counting the minutes until the Elon Musk-led company’s initial public offering. Why is the offering attracting so much attention? Its size is one reason. SpaceX, aiming for a valuation …
Key Points Intel surged nearly 12% on reports that Google, Nvidia, and Tesla are considering its chip manufacturing services. Micron jumped over 10% despite news that Nvidia is partnering with rival SK Hynix for memory chips. Wednesday’s CPI report and Oracle earnings will set the …
Investors are always on the hunt for stocks that deliver market-beating gains. Of course, finding big-time winners is much easier said than done, but investors can still deploy a basic framework that puts them on the path to reaping outsized returns. But what are …