Key PointsD-Wave Quantum reported massive revenue growth of nearly 180% in FY 2025 and serves a large, blue-chip customer base.Rigetti Computing maintains a nearly debt-free balanc
Key PointsGE Vernova’s stock has risen sevenfold since its market debut.It could easily triple over the next five years as the AI market expands.10 stocks we like better than GE Ve
Key PointsTeradyne's robotics segment posted its fifth straight quarter of growth, with revenue near $100 million, as adoption of physical AI accelerates.Nvidia singled out Teradyn
Key PointsZillow's stock has fallen about 60% in 2026.On the positive side, Zillow's revenue grew 18% year over year in the second quarter.10 stocks we like better than Zillow Grou
JPMorgan Chase (NYSE: JPM) is off to a good start in October, with activity in investment banking and trading accelerating, consumer credit still looking good, and the bank set to report third quarter
Key PointsThe acquisition involved 4,701 shares at a weighted-average price of $53.18 per share, representing a total investment of $250,000.The transaction established a direct eq
Key PointsOne-third of AI computing could come from custom processors by 2030.Alphabet, Meta Platforms, and OpenAI are already major Broadcom customers.Broadcom's management estima
Key PointsNvidia is quietly becoming more than a pure play GPU designer.SpaceX is signing high-profile AI infrastructure deals, but these capacity agreements come at a high cost.Wh
Key PointsQualcomm maintains a strong presence in the global smartphone market while successfully expanding its reach into artificial intelligence and automotive sectors.Taiwan Sem
Key PointsMcDonald's stock has fallen more than 30% from its peak twice before, in 2003 and 2015, and both times it more than doubled within a couple of years of committing to a re
Key PointsEven Nike’s iconic Jordan brand is seeing double-digit sales declines.The dividend expense is weighing on Nike’s cash flow.Nike’s balance sheet is in impeccable shape.10
Key PointsVisa and Mastercard possess network effects, sizable growth runways, and incredible financials.Ackman sees both of them posting high-teens earnings growth over the next t
Key PointsFord Motor reported revenue growth in 2025 driven by its strong commercial segment and diverse vehicle portfolio.General Motors maintained positive profitability despite
Key PointsDisney is raising prices in October, the way it has done over the past few years.The annual pass hikes in Florida are between 2% and 7%, reasonable with the smallest incr
Key PointsMicrosoft is embedding AI across Azure, Copilot, and Microsoft 365, giving it a distribution edge as adoption spreads through its existing customer base.Broadcom's custom
Key PointsAdvanced Micro Devices is rapidly expanding its footprint in data center GPUs and high-performance computing.Broadcom maintains a highly profitable mix of semiconductor s
Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) has reached new all-time highs in September, propelled by strong demand for AI chips and other products. TSM’s ADR closed at $485.80 on October 5, af
Key PointsOn Holding's drop from its all-time high is mostly about decelerating, not disappearing, growth, after the market priced the stock for unsustainable expansion.Signing Kyl
Key PointsREITs have historically risen along with the 10-year Treasury rate. That historical pattern broke down in 2022. REITs appear to be following the most recent historical pa
Key PointsWorkiva develops software that helps large organizations aggregate data for the purpose of managing their regulatory compliance obligations. The company is integrating ar
Key PointsTesla reported a quarterly beat in vehicle deliveries for the second quarter in a row.The company is also slowly ramping up its all-important robotaxi business.Tesla boas
Key PointsIndustry news reported that Intel would be hiking PC CPU prices in October. Meta's Muse spurred further optimism over enterprise CPUs. Reports confirmed talks over a pote
Key PointsCrowdStrike remains a leader in cloud-native endpoint security with robust revenue growth despite past operational challenges.ServiceNow continues to leverage artificial
Key PointsiShares U.S. Consumer Staples ETF has a lower expense ratio and much larger assets under management than Invesco S&P 500 Equal Weight Consumer Staples ETF.Invesco S&P 500
Key PointsAnthropic is growing at a rate that is far faster than SpaceX's.Anthropic is spending big to get there.10 stocks we like better than Space Exploration Technologies ›(func
Key PointsAmerican Express has been one of Berkshire Hathaway’s best long-term compounders.Its business model is notably different from Visa and Mastercard.The company rewards shar
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Constellation Energy (NASDAQ: CEG) is making big moves in the AI power buildout, and it is becoming increasingly hard to ignore. CEG closed at $267.62 on October 5, up 3.93% for the day. The price inc
Key PointsNike stock has taken a beating, in part due to poor business performance in China. Years of stock price declines and a steady stream of payout hikes have pushed its divid
Key PointsThe iShares U.S. Financials ETF (IYF) provides broad exposure to the financial sector, whereas the State Street SPDR Bank ETF (KBE) focuses narrowly on the banking indust