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Dimon Says AI Capital Spending Will Hit $725 Billion in 2026. Here Are the Sectors That Will Win and the Ones That Will Be Left Behind

Key PointsJamie Dimon expects the top five hyperscalers to increase their AI spending by more than 60% to $725 billion in 2026.AI infrastructure companies will profit from that tre

Source  The Motley Fool1775591031
Why Intel Stock Is Gaining Today

Key PointsIntel is teaming up with SpaceX, Tesla, and xAI on Elon Musk's Terafab project. Intel's involvement looks like a win for the company and improves teh outlook for Musk's T

Source  The Motley Fool1775590899
Martin Capital Dumps $4.5 Million in Robert Half Shares After a Brutal Year for the Staffing Sector

Key PointsMartin Capital disposed of its entire Robert Half stake by selling 158,652 shares; the estimated transaction value was roughly $4.5 million based on quarterly average pri

Source  The Motley Fool1775590717
The AI Supercycle Just Entered Phase 2. Most Investors Aren't Ready.

Key PointsThe easy money in AI chips and hyperscalers has already been made. The opportunity is shifting to the “invisible layer” of infrastructure.This where companies like Keysig

Source  The Motley Fool1775590500
Got $5,000? These 2 AI Security Growth Stocks Wall Street Says Could Surge 58% or More

Key PointsA recent report by JPMorgan Private Bank suggests an influx of investments in cybersecurity is coming. On average, Wall Street analysts expect Zscaler stock to climb by 5

Source  The Motley Fool1775589960
This Beaten-Down Drug Stock Is Down Over 10% -- Is It Finally a Buy?

Key PointsAbivax's leading candidate looks very promising.However, between potential clinical setbacks and the biotech's high market cap, the stock looks risky. 10 stocks we like b

Source  The Motley Fool1775589600
Nvidia Stock Just Presented Investors With a Once-in-a-Decade Buying Opportunity

Key PointsNvidia supplies the world's best data center chips for artificial intelligence (AI) workloads. It's about to start shipping its most powerful chips ever, which is expecte

Source  The Motley Fool1775589180
Why UnitedHealth Group Rallied Today

Key PointsThe Centers for Medicare & Medicaid Services announced an increase to Medicare Advantage reimbursements for calendar 2027. The increase was much more than feared after a

Source  The Motley Fool1775588390
Wealth Manager Fully Exits Position in Oilfield Services Company, According to Latest SEC Filing

Key PointsSold 1,252,201 shares of RPC; estimated trade value ~$7.80 million based on quarterly average priceQuarter-end position value dropped by $6.81 million, reflecting both tr

Source  The Motley Fool1775588302
Why Apple Stock Is Sinking Today

Key PointsThe broader market is moving lower today due to Iran war risks, and the trend is impacting Apple. Apple stock is also moving lower in response to a new analyst note discu

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Time to Buy the Dip on Waste Management Stock?

Key PointsWaste Management isn’t a stock that many investors think of as “hot,” but it is.Shares of the waste removal specialist have been that way for a long period of time.The re

Source  The Motley Fool1775588100
Why Arm Holdings Stock Skyrocketed 18% in March

Key PointsArm unveiled its AGI CPU, the company's first crack at physical silicon.Wall Street applauded the move, bidding up the stock's price target.Management estimates suggest t

Source  The Motley Fool1775588000
The Big Risk With Taiwan Semiconductor Stock That No One Wants to Talk About

Key PointsChina is reportedly seeking to reunify with Taiwan, even if it includes using force.If that happens, the Chinese government could have significant influence over Taiwan S

Source  The Motley Fool1775587800
Why Nio Stock Accelerated 23.8% Higher in March

Key PointsNio reported strong Q4 2025 financial results on March 10.Management projects sales will grow considerably in Q1 2026 from those that the company reported during the same

Source  The Motley Fool1775587682
Lindsay Corporation: A Classic Buy-the-Dip Opportunity

Key PointsLindsay’s recent earnings were soft but this is driven by the agricultural cycle, not a breakdown in the business.Lindsay trades at a cheaper valuation than competitors.

Source  The Motley Fool1775587620
Fertilizer Prices Are Surging, and Food Costs Could Be Next. Why the Iran Energy Shock Runs Much Deeper Than Your Gas Bill

Key PointsOil and natural gas are used for transportation, a key component of the price of the food you buy.Natural gas is used to produce fertilizer, a key input into food costs,

Source  The Motley Fool1775586900
Biotech Fund BVF Trims MoonLake Stake, Sells $63M in Shares

Key PointsBVF sold 3,750,000 shares for a transaction value of approximately $62.96 million on April 2, 2026.The sale represented 78.30% of BVF's direct holdings, reducing direct o

Source  The Motley Fool1775586453
The Artificial Intelligence (AI) Correction Is Separating the Winners From the Losers. Here's How to Tell the Difference.

Key PointsThe top “picks and shovels” plays are still reliable long-term investments.Avoid smaller software companies that can’t keep up with the bigger players.10 stocks we like b

Source  The Motley Fool1775586300
1 Chart Investors Needs to See Before Buying Micron Technology Stock

Key PointsMicron's sales rose by 196% in its most recent quarter, which is unusually high for the company.In the past, sharp increases in its growth rate have been followed by sign

Source  The Motley Fool1775586000
3 Big RMD Mistakes You Risk Making in Retirement

Key PointsRequired minimum distributions (RMDs) are mandatory for traditional retirement accounts.It's important to understand the timing of RMDs.Spending that money is not a requi

Source  The Motley Fool1775585340
Billionaires Are Loading Up on This Genius Stock That's Up by More Than 212,600% Since Its IPO

Key PointsBillionaire investors loaded up on Amazon stock during Q4.AWS is a compelling reason to invest in Amazon today. These 10 stocks could mint the next wave of millionaires ›

Source  The Motley Fool1775584380
The Market Just Crashed. Should You Be Buying SoFi, Meta, and Cybersecurity Stocks Right Now?

In this video, I will discuss SoFi (NASDAQ: SOFI), Meta, Claude Mythos, and its impact on cybersecurity stocks. Watch the short video to learn more, consider subscribing, and click

Source  The Motley Fool1775584200
If You Buy Comfort Systems USA Stock Right Now, Could It Make You a Millionaire?

Key PointsComfort Systems USA is benefiting from the AI boom and sitting on a vast backlog.Its acquisition strategy should lead to more market share as it compounds growth.Its high

Source  The Motley Fool1775583960
I've Changed My Mind on AMD Stock. The AI Supercycle Has Room for More Than Just Nvidia.

Key PointsAMD has long lived in the shadow of Nvidia.However, the company is starting to make more inroads with its GPUs as the market shifts toward inference.Meanwhile, the compan

Source  The Motley Fool1775582400
If the Stock Market Crashes This Year, Will Silver Soar? Here's What History Says

Key PointsThe iShares Silver Trust has more than doubled in the past year due to the soaring price of silver.In previous crashes, it has generally fared better than the S&P 500.10

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Prediction: This Growth Stock Will Be the AI Supercycle's Biggest Winner -- and It's Not a Household Name

Key PointsASML's machines play a central role in the fast-growing adoption of AI.The huge backlogs at AI hardware and software companies suggest that this semiconductor giant is on

Source  The Motley Fool1775581500
Why Alibaba Stock Plummeted by Almost 13% Last Month

Key PointsOne was the U.S. government, which was apparently mulling limits on exports of cutting-edge AI chips.Another was the company's own performance, as third-quarter results m

Source  The Motley Fool1775581305
Why Ciena Stock Marched More Than 11% Higher In March

Key PointsDespite strong growth, management's revenue guidance disappointed Mr. Market.Analysts tracking the stock, however, weren't so easily discouraged.10 stocks we like better

Source  The Motley Fool1775581225
Could This Under-the-Radar Healthcare Stock Set You Up for Life?

Key PointsKrystal Biotech has attractive prospects within its core market.The biotech could launch more products in the next few years.However, its long-term outlook remain highly

Source  The Motley Fool1775581020
Broadcom Inks Major AI Chip Deals With Google and Anthropic

Key PointsBroadcom announced the expansion of its existing relationships with two of the biggest names in AI.The chipmaker will continue designing and developing Google's AI-centri

Source  The Motley Fool1775580633
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