Key PointsZoom stock beat on earnings and beat on sales last night.Sales inched higher year over year, but profits -- well, they zoomed!10 stocks we like better than Zoom Communica
Key PointsI've been a Netflix shareholder for 23 years.Netflix has taught me how to be a better investor, even when it meant making a huge selling mistake.Leading with complacency
Key PointsSold 370,396 shares of Diebold Nixdorf, a net position change of $18.6 million.Transaction represented a 1.20% change relative to 13F reportable AUM.The position now acco
Key PointsBloomberg reports that Meta is preparing to buy TPUs from Google.AMD had hoped that Meta would buy AMD GPUs, but that seems unlikely now.10 stocks we like better than Adv
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Key PointsTechnology giants, eager to win in AI, have invested billions of dollars in their platforms.This company has said that scaling products always takes time -- but this play
Key PointsThe GAIN AI Act would require U.S. chip companies, such as Nvidia, to prioritize domestic customers over foreign ones.Nvidia has struggled to sell its chips in China sinc
Key PointsBloomberg reports that Meta may buy AI TPUs from Google.This would be instead of buying AI GPUs from Nvidia.10 stocks we like better than Nvidia › Don't look now, but the
Key PointsNitorum sold 223,956 Six Flags shares, a net position change estimated at $13.15 million.The transaction represented 1.04% of 13F reportable assets under management.The f
Key PointsBought 50,952 shares in RLI; estimated position value rose by $3.32 millionPost-trade stake: 50,952 shares, valued at $3.32 millionAs a new position, RLI represents 1.26%
Key PointsAlphabet just delivered its first $100 billion-plus revenue quarter, with AI boosting its Search, YouTube, and Google Cloud businesses.The company boasts a diversified re
Key PointsArista is playing a crucial role in the transition of next-generation AI clusters.The company’s hyperscaler wins are validating its technology and market strategy.With 20
Key PointsNvidia remains the leader in AI infrastructure.Broadcom has a big opportunity in front of it with custom AI chips.Growing its share of the huge GPU space would be a big g
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Key PointsIts AI revenue rose an impressive 68% year over year to $42 million in the third quarter.Despite sales growth, the company's stock is well off its 52-week high of $24.98.
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Key PointsU.S. stocks are trading at historically high valuations.Investors should increase their exposure to cheap overseas stocks.Vanguard’s Total International Stock ETF represe
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Key PointsApple has an unparalleled lineup of tech devices.Amazon is the dominant leader in two growth industries.Alphabet has a lead in search that's unmatched in other industries
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Key PointsYou can tap into the tech sector's largest trends like AI via the Vanguard Information Technology ETF. Buy Vanguard's S&P 500 index fund to own one of Warren Buffett's ke
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Key PointsQuantumScape is working on electric vehicle (EV) technology that matters.It’s not the only company doing so, however.Don’t read too much bullishness into QuantumScape’s r
Key PointsBuffett's close relationship with Bill Gates caused him not to invest in Microsoft.Microsoft has grown to become the world's third-most-valuable public company.10 stocks
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Key PointsContributing to a 401(k) plan is a great way to meet your retirement savings goals.The contribution limits for 401(k)s are rising for workers under 50.Catch-up limits are
Key PointsBitcoin is now down over 30% from its all-time high in less than six weeks. The iShares Bitcoin Trust ETF is backed by actual Bitcoin holdings and managed by a reputable
Key PointsAcquired 6,000,000 shares, increasing portfolio value by an estimated $18.7 millionNew stake represents 2.5% of Ninepoint’s 13F reportable assets under management (AUM)Po