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Key Points With the four major AI hyperscalers set to spend around $650 billion in 2026 on data center capital expenditures, there are a lot of companies slated to cash in. While some may question how much Amazon, Microsoft, Alphabet, and Meta Platforms are spending, the reality is that AI demand is real, and any ...
Key Points The S&P 500 entered the third year of a bull market back in October and finished the year with a bang: a double-digit gain that brought the index’s three-year increase to 78%. Over that time period, investors have been particularly optimistic about stocks in high-growth areas, from artificial intelligence and quantum computing to ...
Key Points Nvidia, Broadcom, and Taiwan Semiconductor are well positioned to cash in on the AI spending spree. Microsoft hasn’t been this cheap in a long time. Alphabet is starting to emerge as an AI leader. 10 stocks we like better than Nvidia › Artificial intelligence (AI) spending isn’t slowing down, despite the market’s wishes ...
Key Points Meta’s first-quarter revenue guidance implies about 30% year-over-year growth at the midpoint. Netflix is still growing quickly, but its own forecast calls for a step-down in growth in 2026. Despite trading at similar valuations, one of the two stocks looks significantly more attractive. 10 stocks we like better than Meta Platforms › Shares ...
LKQ Corporation LKQ delivered fourth-quarter 2025 adjusted earnings of 59 cents per share, which missed the Zacks Consensus Estimate of 65 cents and declined from 80 cents reported in the year-ago period. The aftermarket auto parts distributor registered quarterly revenues of $3.31 billion, which beat the Zacks Consensus Estimate of $3.26 billion. The top line, ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $423.8 million dollar inflow — that’s a 2.2% increase week over week in outstanding units (from 225,500,000 to 230,400,000). Among the largest ...
Key Points Archer Aviation is still in the early stages of its development. Everything is starting to line up for the aviation upstart. Although the stock has risen sharply of late, there’s a material opportunity ahead. 10 stocks we like better than Archer Aviation › Archer Aviation (NYSE: ACHR) is trying to break into the ...
Finding the market’s most exciting stocks at any given time usually isn’t too tough. Right now, artificial intelligence (AI) titan Nvidia holds the title. Apple is also firing on all cylinders again. Identifying the market’s smartest growth stock to buy, however, is a different story. These names are often inherently off the radar, exchanging buzz ...
Snowflake SNOW is benefiting significantly from the growing adoption of enterprise AI, positioning itself as a key player in the ongoing AI revolution. With a $100 million AI revenue run rate achieved a quarter earlier than anticipated, Snowflake has demonstrated its ability to capitalize on the increasing demand for AI solutions in the enterprise space. ...
Cathie Wood doesn’t take any trading days off. The co-founder and CEO of Ark Invest publishes her transactions for the family of exchange-traded funds she manages. She didn’t make a lot of moves on Wednesday, but the ones she did make are worth watching. Reddit (NYSE: RDDT), Intellia Therapeutics (NASDAQ: NTLA), and PagerDuty (NYSE: PD) ...
The whipping post
