Key PointsBroadcom now sees around $115 billion in AI chip revenue for fiscal 2027, and twice that the next year.The company's adjusted earnings per share almost doubled year over

Key PointsBlue Owl Capital is an asset manager that collects fees for investing on behalf of others.The company's assets under management have been growing, and it has been diversi

Key PointsIt's generally accepted that to achieve higher returns, you need to take on more risk.However, this long-term strategy has delivered better returns with demonstrably less

TradingKey - In the coming week (September 28 to October 2, ET), US markets will face the most concentrated macroeconomic data window from late September to early October. The US August PCE price inde

Key PointsRocket Lab has fantastic growth potential, at least the same or better than SpaceX.It has a lower price-to-sales (P/S) ratio.Neither stock looks appetizing right now.Thes

Key PointsAdvertisers report strong returns and are boosting budgets on AppLovin’s mobile ad platform.Investors still need to verify advertiser retention, unit economics, and ad-cy

TradingKey - In the past, consumers typically needed to open Amazon or brand websites to search for products, compare prices, check reviews, and complete payments. Today, AI agents can first understan

Key PointsMeta shares are up around 30% so far in September.The stock has risen 20% or more in nine earlier months, and it was up 12 months later every time.This month's surge depe

Key PointsNvidia's GPU sales are projected to skyrocket over the next few years.Alphabet's AI investments are starting to come to fruition. 10 stocks we like better than Alphabet ›

TradingKey - As AI data center investments continue to grow, AMD (AMD) and Broadcom (AVGO) have both become key AI chip targets alongside Nvidia (NVDA), but there are distinct differences in their bus

Key PointsAMD officially became a trillion-dollar company on Sept. 21.The chipmaker has been a huge beneficiary of the AI infrastructure build-out.CEO Lisa Su expects significant r

Key PointsCFTC Chair Michael Selig believes that asset tokenization is about to go into overdrive.That has bullish implications for Robinhood as well as Solana.Launchpads and other

Key PointsAlphabet stock is around 15% under the record close it hit in May.Since 2012, the stock was up a year later after nine of 10 past drops of 15% from a record.The one excep

Key PointsThe transaction involved ~146,000 shares with an estimated value of ~$810,000 based on a weighted average execution price of $5.55 per share.The disposal size represented

Key PointsShares of Netflix are down 24% so far in 2026. By September 2027, Netflix could trade in the $70-$135 range, according to analyst forecasts. Netflix has revenue growth op

TradingKey - On September 22 ET, the Nasdaq Composite Index hit a record high, while bank stocks generally came under pressure. Wells Fargo (WFC) fell 3.92%, UBS (UBS) dropped 3.66%, JPMorgan (JPM) de

Key PointsThe disposal involved 3,017 shares with a total transaction value of ~$142,000 based on a weighted average price of $47.08 per share.Traded shares equaled 7% of the equit

Key PointsZcash is up 90% over the past 30 days and 217% for the year.Over the past year, there has been an explosion of interest in so-called "privacy coins."While privacy coins e

Key PointsThe disposition involved 12,000 shares at a weighted average price of $58.89 per share, totaling ~$707,000.The transaction size was equal to 3% of the equity stake held b

Key PointsCombined, the three funds charge roughly $3 in yearly fees for each $10,000 invested.The dividend fund returned around 21% over the 12 months through August, edging its t

Key PointsNuclear energy is an emerging market, and Oklo is one of the more interesting plays in it. Many companies have already shown strong interest in Oklo's reactors, as seen i

Key PointsReddit turned highly profitable in 2025 while expanding its high-margin data licensing business for artificial intelligence training.The Trade Desk remains a dominant for

Key PointsPentagon priorities are shifting toward hybrid and autonomous aircraft.Archer's Thunder platform is designed specifically for military missions.Archer's Boeing deal could

Key PointsCostco treats its workers, customers, and shareholders well.It's a dividend-paying stock.Its shares aren't exactly cheap right now. 10 stocks we like better than Costco W

TradingKey - Micron Technology (MU) will report its fourth-quarter fiscal 2026 financial results after the market close on September 30, US Eastern Time, and host an earnings call at 16:30 on the same

Key PointsMPLX has a higher dividend yield than Energy Transfer and has a longer record of dividend increases.Energy Transfer has raised its dividend for 19 consecutive quarters.MP

Key PointsVertex Pharmaceuticals and Amgen recently posted strong clinical trial results for promising candidates.Both companies have robust businesses and strong medium-term prosp

Key PointsNvidia is reportedly in talks to invest up to $10 billion as an anchor investor in Anthropic's planned IPO.In November 2025, Nvidia agreed to invest up to $10 billion in

Key PointsNike was removed from the S&P 100 index earlier in September.A low valuation and a high dividend yield may entice investors, but it remains a risky stock to buy.10 stocks

Key PointsSchwab U.S. Dividend Equity ETF uses a complex screening process to select stocks.The ETF has risen smartly so far in 2026, actually outperforming the S&P 500 index. Inco