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Key Points Palantir and Nvidia are large companies at the forefront of the AI revolution. Iren Limited is a Bitcoin miner, but it just inked a huge deal with Microsoft to supply cloud computing capacity. Credo Technology’s wiring solutions may not be sexy, but they help data centers function better. 10 stocks we like better ...
There has been much mention lately of the K-shaped economy as new economic data emerges. The “<” part of the K refers to the divergent directional spending patterns of the upper- and lower-income consumer. The higher end consumer, buttressed by stock market gains and housing appreciation, seems unfazed by any inflation pressure and continues to ...
Key Points Morningstar analysts recently ranked Nvidia and Microsoft as the two best artificial intelligence stocks to buy right now. Brian Colello at Morningstar says Nvidia has an economic moat due to its leadership in GPUs, networking, and software tools needed for artificial intelligence. Dan Romanoff at Morningstar says Microsoft’s cloud computing unit has emerged ...
Key Points Amazon’s AI solutions are getting a lot of attention, but its advertising business is another key tailwind in addition to e-commerce. Netflix is getting a lot of coverage for a potential acquisition, but its flagship businesses are sticky on their own. Nvidia is arguably one of the most popular AI stocks, and for ...
Key Points The current administration has made it a challenging market for electric vehicles, thanks to changing policies and tariffs. One analyst recently upgraded Rivian from a $20 price target up to $25. Rivian’s R2 will be key to building scale and driving toward profitability. 10 stocks we like better than Rivian Automotive › With ...
Key Points Alibaba’s tailwinds include strong generative AI demand and expansion beyond China. Its key challenges include increasing competition and regulatory uncertainty in China. Alibaba should be able to deliver robust growth over the next five years despite its challenges. 10 stocks we like better than Alibaba Group › Alibaba Group Holding Ltd. (NYSE: BABA) ...
Shares of SIFCO Industries, Inc. SIF have lost 8.2% since the company reported its earnings for the quarter ended Sept. 30, 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 1.1% against the S&P 500’s 1.5% rise. SIF’s Earnings Snapshot For the ...
Key Points The “Magnificent Seven” is a common grouping of stocks used to describe some of the largest and most influential stocks in the market today. The Magnificent Seven consists of these familiar names: Nvidia (NASDAQ: NVDA) Apple (NASDAQ: AAPL) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Microsoft (NASDAQ: MSFT) Amazon (NASDAQ: AMZN) Meta Platforms (NASDAQ: META) ...
Key Points Buffett managed Berkshire Hathaway’s portfolio for over sixty years as CEO. Over the last few years, he’s taken a clear stance on the market as stock valuations climb higher. His example provides three key lessons for investors to heed as we enter 2026. 10 stocks we like better than Berkshire Hathaway › Warren ...
Key Points Heading into 2026, the stock market is coming off one of its best three-year runs in history, up roughly 75%. The AI boom that kicked off with the Nov. 2022 launch of ChatGPT has led to some concerns about a bubble in AI, and the S&P 500 is now trading at a historically ...
The whipping post
