"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points This company’s increasing focus on data centers is paying off in a big way. The astonishing increase in its backlog isn’t fully reflective of the hyperscalers’ spending commitments just yet, and it could increase even more in the future. 10 stocks we like …
Shares of Hamilton Beach Brands Holding Company HBB have outperformed the broader market, following the release of its fourth-quarter 2025 results. The stock has climbed 6.7% since reporting earnings compared with a 0.8% return for the S&P 500. Over the past month, Hamilton Beach shares …
Key Points Big tech companies are set to spend over $700 billion this year on AI data centers. This tech company can continue producing solid financial results without big capital expenditures. Its massive free cash flow allows it to buy back shares and boost its …
Key Points Spending on artificial intelligence (AI) infrastructure is showing no signs of slowing, as evidenced by the recent quarterly results of major U.S. hyperscalers. As it turns out, the four biggest hyperscalers in the U.S. — Amazon, Meta Platforms, Alphabet, and Microsoft — are …
Key Points Investors have piled into growth stocks, particularly those involved in artificial intelligence (AI), over the past three years, and that’s driven the S&P 500 higher — in fact, the index increased 78% over that time period. These days, investors are still excited about …
Key Points After-hours gains from Nvidia reversed in trading on Thursday. Chip stock investors rotated into software stocks. Nvidia still looks well-positioned for long-term growth. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) delivered another dazzling earnings report, but something surprising happened …
For years, I’ve called NVIDIA’s report the grand finale of earnings season… In the 1970s, every Sunday morning on CBS’s The NFL Today, a man named “Jimmy the Greek” would sit beside Brent Musburger and calmly predict the final scores of that afternoon’s games. He …
Willis Lease Finance Corporation WLFC shares have climbed 35.3% in the past six months compared with the industry’s 21.8% growth. The company has outperformed other industry players, including Air Lease Corporation AL and Ryder System, Inc. R. Shares of AL and R have gained 7.2% …
Key Points Nvidia reported a stellar quarter, but that wasn’t enough to keep the stock afloat. Fears about the future of AI, revenue concentration, and high memory prices are weighing on the stock. Nvidia is a large component of the major stock market indexes, so …
Key Points Shares of Netflix (NASDAQ: NFLX) rose on Wednesday, as it became more likely that its pending acquisition of Warner Bros. Discovery‘s (NASDAQ: WBD) film studios and HBO Max streaming service could fall through. By the close of trading, Netflix’s stock price was up …