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Key Points Nvidia expects that data center spending will increase again next year. Amazon and Microsoft are seeing massive growth in cloud computing. Meta Platforms is developing a device that could be central to the next phase of consumer-facing AI. 10 stocks we like better than Nvidia › Just because a company has joined the ...
Key Points Advanced Micro Devices (NASDAQ: AMD) stock got caught in an epic sell-off last week as semiconductor chip stocks lost $1 trillion in market capitalization. AMD stock, in particular, lost 9.6% by the close of the week. The semiconductor chips giant bounced back this morning, however, with shares rising an even 5% through 11 ...
Celsius Holdings, Inc. CELH is leaning into the part of the energy drink category that is expanding fastest: low- and zero-sugar offerings. That positioning matters because it ties the company’s next leg of growth to a clear consumer preference shift, not just to deal-driven scale. In the first quarter of 2026, the company’s portfolio accounted ...
Key Points Graphics processing units, or GPUs, ushered in the era of modern-day artificial intelligence. As the nature of AI workloads evolves, AI data centers will need far more central processing units (CPUs) than they used to. Intel and AMD are two key players in the CPU business. 10 stocks we like better than Advanced ...
Key Points If you’ve got $5,000 sitting around waiting to invest, now could be a smart time to put it to work. Several high-growth investment opportunities could easily provide solid upside in the short term, but also represent solid long-term picks if the current trend lasts over the next five years. Three high-growth stocks that ...
AI and chip stocks tanked on Friday, sending the Nasdaq tumbling 4%. The bulls could dig their heels in again early next week. But there’s no doubt that a larger pullback will happen at some point to provide a healthy recalibration because stocks can only climb so high before the laws of market gravity take ...
Key Points Ford Motor Company (NYSE: F) shares have been on a tear. In the past 12 months, they have climbed 44% (as of June 5). In three of the last four quarters, the business reported profits that exceeded analyst estimates. Market sentiment toward the automotive stock has also improved, as the price-to-earnings (P/E) ratio ...
ICON plc ICLR is moving through a credibility and earnings reset that is now as much about controls as it is about demand. The company has laid out the scope of its accounting findings, flagged material weaknesses, and set expectations for a down year in 2026. With profitability showing heightened sensitivity to mix and estimates, ...
Key Points SpaceX’s IPO, expected to unfold on June 12, could top $1.7 trillion. The Elon Musk-led company has big ambitions, but to reach these exciting goals, it must invest heavily. 10 stocks we like better than CoreWeave › One of the biggest stock market events ever is just days away. SpaceX’s historic initial public ...
Key Points Even if you have zero interest in buying SpaceX when it goes public as early as June 12, its initial public offering (IPO) is highly likely to affect your portfolio. About 156 million U.S. adults own stocks. And a lot of that wealth is in S&P 500 index funds, mutual funds, and market-cap ...
The whipping post
