"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points AMD was getting a nice chunk of its revenue from the Chinese market before the U.S. government’s export controls took effect in April 2025. AMD will soon be allowed to sell advanced AI chips to Chinese customers, which should benefit AMD’s business in …
Key Points Laffont is a huge believer in the artificial intelligence (AI) investment trend. Nvidia and TSMC are slated to thrive due to increased data center spending in 2026. The AI hyperscalers all have strong core businesses to fund their AI buildouts. 10 stocks we …
The streaming revolution has reshaped how consumers access entertainment, with Roku ROKU and Netflix NFLX emerging as two key beneficiaries of the secular shift away from traditional cable television. Netflix commands one of the world’s largest subscription streaming audiences, supported by a broad global reach …
Shares of Flanigan’s Enterprises, Inc. BDL have gained 4.1% since the company reported its earnings for the quarter ended Sept. 27, 2025. This compares to the S&P 500 Index’s 1.4% gain over the same time frame. Over the past month, the stock lost 8.9%, underperforming …
Key Points Investments within the automotive industry could be changing for the better. Rivian’s new microchip is the most aggressive push into autonomous driving technology yet. Ford is making a nearly $20 billion pivot from EVs, while introducing a new revenue stream. 10 stocks we …
Key Points Alibaba’s e-commerce business allows it to self-finance growth initiatives that may take years to bear fruit. Despite operating several money-losing ventures, Alibaba trades at an earnings multiple discount to the general market. Some of those bets — like AI cloud hosting — have …
Tesla (TSLA) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock’s performance in the near term. Shares of this electric car maker have returned +0.3% over the …
Key Points Meta recently debuted its first pair of augmented reality smart glasses, a stepping stone along a roadmap that leads to fully-immersive glasses powered by superintelligence. Just as smartphones have replaced personal computers for many tasks, Mark Zuckerberg says smart glasses will displace smartphones …
Every AI data center will need it. Few investors are paying attention … yet Editor’s note: “The Quiet Power Play Wall Street Is Missing in the AI Boom” was previously published in November 2025 with the title, “Before the Battery Boom: The Quiet Opportunity Powering …
Key Points These two stocks have seen pullbacks in their prices as competitive pressure weighs on investor outlook. They’re both leaders in fast-growing markets with huge total addressable markets. Despite setbacks and pressure, they should each see strong top-line growth for years to come. 10 …