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Key Points Nvidia has become the world’s largest company thanks to AI, but it still has tremendous growth potential due to the multiple lucrative markets it is targeting. Nvidia’s terrific revenue growth seems sustainable in the long run, driven by catalysts such as physical AI, enterprise software, and the continued expansion of the AI chip ...
Key Points The software giant’s revenue topped $81 billion in its most recent quarter. The company’s free cash flow recently declined sequentially as it ramped up capital expenditures. Microsoft’s cloud revenue is surging. 10 stocks we like better than Microsoft › Shares of Microsoft (NASDAQ: MSFT) have been slammed so far in 2026. As of ...
Key Points Netflix lost the Warner Bros. Discovery bidding war and its stock went up. Amazon is spending $200 billion on AI infrastructure in 2026, and investors are nervous. Short-term volatility has created entry points for patient long-term investors. 10 stocks we like better than Netflix › It’s mid-March, which means two things: Your basketball ...
The Fidelity Enhanced Mid Cap ETF is seeing unusually high volume in afternoon trading Wednesday, with over 6.2 million shares traded versus three month average volume of about 948,000. Shares of FMDE were up about 0.1% on the day. Components of that ETF with the highest volume on Wednesday were Sofi Technologies, trading up about ...
Shares of Eastman Kodak Company KODK have gained 10.5% since reporting results for the fourth quarter of 2025, outperforming the S&P 500 index’s 1.1% fall. Over the past month, however, Kodak’s stock has slipped 0.8% compared with a steeper 2.2% decline in the broader market. Kodak reported fourth-quarter 2025 revenues of $290 million, up 9% ...
Key Points Form 13Fs offer investors an under-the-hood look at which stocks Wall Street’s premier money managers have been buying and selling. The insatiable demand for high-bandwidth memory and artificial intelligence (AI) data center infrastructure has been the ultimate tailwind for Micron Technology. Meanwhile, Appaloosa’s top holding, a cash-rich, China-based AI stock, has been slashed ...
The Fed holds rates steady… plenty of unknowns as we look ahead… an area of the market acting independently of the Fed and interest rates… another red flag in private credit… “follow the money” into AI bottlenecks This afternoon, the Federal Reserve wrapped up its March meeting. As expected, there were no changes to interest ...
In a bid to further boost its thriving energy storage business, Tesla TSLA is collaborating with South Korea’s LG Energy Solution to buy $4.3 billion worth of lithium iron phosphate (LFP) battery cells. These cells will be manufactured in the Lansing, MI, factory, starting in 2027. The facility was originally part of a joint venture between ...
Key Points The $3 trillion stock club is an exclusive group that only a few companies are currently in. Nvidia, Apple, and Alphabet are the current members, although Microsoft may be in there depending on the daily fluctuations of the market. I think two stocks that could join them over the next three years are ...
Key Points Nebius Group (NASDAQ: NBIS) has been one of the most exciting stock market stories of the year so far. The company operates in the red-hot growth space of artificial intelligence (AI), offering AI customers something they need more than anything else right now: access to compute to run their workloads. These customers have ...
