The Hidden Winner in Nvidia's AI Chip Boom Isn't Who You'd Expect

Key Points Nvidia’s CEO claims that the GPU giant is now TSMC’s largest customer, edging out Apple. Rumors suggest that Apple is losing the preferential treatment it has received from TSMC for years. Rumors that Apple is considering Intel for manufacturing now seem more likely …

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Only 3 of My Top 10 Stocks for 2025 Lost to the Market. Here Are the Ones I Think Are Still Buys for 2026.

Key Points Back in December 2024, I named my top 10 stocks for 2025. That group included: This list wasn’t given in any particular order, and for the most part, these stocks crushed it. In fact, only three lost to the market. Considering the S&P …

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Crypto Market Update: Trump Signals Imminent Signing of US Crypto Market Structure Bill

Here’s a quick recap of the crypto landscape for Wednesday (January 21) as of 12 noon UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$88,716.44, …

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Noteworthy Wednesday Option Activity: AMD, BTDR, PRGS

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Advanced Micro Devices Inc (Symbol: AMD), where a total volume of 949,595 contracts has been traded thus far today, a contract volume which is representative of approximately …

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Better AI Chip Stock: Nvidia vs. Navitas Semiconductor

Key Points Nvidia’s AI-driven business is firing on all cylinders. Navitas’s big power chip deal with Nvidia could drive its long-term growth. One of these stocks is trading at inflated valuations. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) and Navitas (NASDAQ: …

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Is The Cheapest Magnificent Seven Stock a Buy for 2026?

Key Points “The Magnificent Seven” first grabbed attention as a Western back in 1960. But in recent times, the words describe a group of tech stocks that have wowed investors year after year. They are innovators, many are heavily involved in the hot growth area …

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Will Intel Stock Keep Soaring as Q4 Earnings Approach?

Even though Intel INTC was once the world’s largest semiconductor company, the chip giant is on the cusp of an improbable turnaround. Notably, Wall Street’s tone has flipped from “Intel is dying” to “Intel is back”. Correlating with such, analyst upgrades and bullish commentary have piled …

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Is Netflix's Warner Bros. Acquisition a Mistake?

Key Points Netflix (NASDAQ: NFLX) announced its blockbuster acquisition of Warner Bros. Discovery (NASDAQ: WBD) on Dec. 5. Since then, the stock is down 20%, including an after-earnings sell-off on Tuesday. Theearnings callgave Netflix management its first chance to convince shareholders that the deal was …

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How Ford Capped Off 2025 in Style for Investors

Key Points Ford’s sales outperformed the broader industry for the 10th consecutive month in December. It was the automaker’s best fourth quarter and annual sales performance since 2019. Sales data helped investors understand questions about affordability, entry-level sales, and hybrids. 10 stocks we like better …

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Alibaba Pushes Quick Commerce Hard: Is Margin Pressure Mounting?

Alibaba BABA is promoting quick commerce as a key growth driver, with revenues surging 60% year over year in the second quarter of fiscal 2026, driven by strong order momentum and expansion of Taobao Instant Commerce. This growth is boosting user engagement, increasing monthly active …

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