Key PointsFirm contracts with Microsoft and Meta total around $32 billion, plus up to $17 billion more.Microsoft has to pay for its capacity whether or not it uses it.Only around 3

Key PointsSpaceX needs its AI business to maintain its recent momentum, even if spending increases, to reach 2030 revenue projections. The company’s connectivity segment will also

Key PointsSince 2018, rate hikes in September haven't been bad for the market in the long run.They were, however, not great for the market in the short run.10 stocks we like better

Key PointsThe Fidelity MSCI Health Care Index ETF offers a significantly lower expense ratio and a more diversified portfolio than the State Street SPDR S&P Biotech ETF.The State S

Key PointsThe Vanguard Health Care ETF offers a broad healthcare focus with a significantly lower expense ratio of 0.09% compared to its peer.The iShares Biotechnology ETF saw a hi

Key PointsBuffett managed to steer Berkshire Hathaway's portfolio through many dramatic market sell-offs.Buffett and his team were also quite good at spotting investment opportunit

Key PointsNike beat on earnings per share but fell short of revenue expectations in its 2027 first-quarter earnings report.The apparel maker announced a restructuring plan, which i

TradingKey - Previously, investors were concerned that artificial intelligence would disrupt traditional software business models, weakening software companies' competitive moats and pricing power. Un

Key PointsAs of Oct. 2, Walmart's dividend yields less than 1%.Despite the lower yield, Walmart has increased its dividend payout for 53% consecutive years.The retailer offers a co

Key PointsNvidia is great at anticipating where markets are headed.Recent deals have set AMD up well for the future.10 stocks we like better than Nvidia ›(function(){var m=document

Key PointsBWX Technologies is the exclusive manufacturer of nuclear reactors and fuel for the U.S. Navy.The company is expanding across commercial nuclear power, small modular reac

Key PointsPeter Thiel made huge amounts of money as an early investor and founder in the technology sector. Today, Thiel appears to be shifting toward electricity stocks, which wil

Key PointsHPE stock gained 22.3% in September 2026.AI systems orders jumped more than 30% from the previous quarter to $2.4 billion.A $1.2 billion order from Vultr marked the first

Key PointsSpaceX has a market cap of $2 trillion, leaving millionaire-making returns for investors nearly impossible to achieve.Starlink is experiencing impressive growth, but grow

Key PointsBoeing won the Air Force F-47 contract last year.Last week, Boeing snapped up the other sixth-generation fighter jet contract available -- F/A-XX.Boeing now has a monopol

Key PointsTesla has delivered 1,324,681 vehicles so far in 2026, up around 9% year over year.Around 311,500 fourth-quarter deliveries would be enough for Tesla to pass its 2025 tot

Key PointsMicron turned in another great quarter and the stock remains cheap.However, there is another memory stock I like better.10 stocks we like better than Micron Technology ›(

TradingKey - AI infrastructure buildout in the U.S. is entering an unprecedented phase of expansion. As tech companies continue to expand compute capacity to satisfy growing demands for artificial int

Key PointsBroadcom has generated consistently higher revenue than Intel in the past eight quarters, establishing a clear lead over its semiconductor peer.Broadcom demonstrates a co

Key PointsNetflix is growing nicely and expanding its content library.The company is positioned well to win in global streaming.Management is repurchasing stock at these lower pric

Key PointsNike posted a revenue decline in fiscal Q1 2027, and told investors that its top-line shrinkage will accelerate throughout the fiscal year. Sales in China tumbled by 26%,

Key PointsMercadoLibre currently holds a clear advantage in revenue momentum, as its continuous upward trajectory recently allowed it to surpass Coupang in quarterly results.Mercad

Key PointsBerkshire Hathaway has a huge cash hoard, which will soften the hit from a downturn and create buying opportunities.Realty Income is a boring business with a high yield b

Key PointsBloom's own model says its fuel cells cut $3.6 billion, or 27%, off a 1-gigawatt AI data center's non-chip construction costs.Nvidia plans to move its next-generation dat

Key PointsNovo Nordisk is a leading GLP-1 company, but its portfolio beyond that is limited. Pfizer hasn't entered the GLP-1 race yet, but the company has a diversified business an

Key PointsPeople who file for Social Security at 62 shrink their benefits on a monthly basis.Filing early doesn't automatically mean you'll get less lifetime income from Social Sec

Key PointsBerkshire Hathaway has bought back billions of dollars' worth of its own stock in recent years, indicating that management believes it is undervalued.The company boasts s

Key PointsNetflix is huge and still growing.But its valuation isn't dirt cheap at recent levels. 10 stocks we like better than Netflix ›(function(){var m=document.getElementById("p

Key PointsCoca-Cola has been one of the most reliable dividend stocks on the market, increasing its payouts for 64 consecutive years. In addition to its regular quarterly dividends

Key PointsFord Motor benefits from its strong Ford Pro commercial division and a global network of over 8,000 independently owned dealerships.Stellantis maintains a conservative ca