Key Points Advanced Micro Devices (NASDAQ: AMD) has emerged as one of the leading companies in the AI-agent chip race, gaining traction in this nascent market despite having to compete with the likes of OpenAI and Nvidia. AMD’s early prominence in this niche also leaves investors with a difficult choice: They must evaluate what the … Read more
Did You Miss Out on Nvidia and Micron Technology? This Super Semiconductor Stock Could Soar Over the Next Few Years.
The whipping post
Key Points Semiconductor manufacturers are racing to expand their production capacity to meet demand from artificial intelligence (AI) customers. That expansion is benefiting downstream equipment suppliers like Cohu, which makes testing, handling, and inspection machines for the most advanced AI chips. Cohu’s revenue growth is accelerating, and it has an expanding sales pipeline that could … Read more
Microsoft Stock Has Grown Roughly 14-Fold Since Satya Nadella Became CEO in 2014, a 23% Annual Growth Rate That Ended 14 Years of Negative Growth. Can That Pace Continue Under Heavy AI Spending?
The whipping post
Key Points Nadella turned around Microsoft by focusing on enterprise cloud solutions in both software and compute. Microsoft Azure, its cloud computing platform, has become a major growth driver in recent years. Is AI a threat or an opportunity for Microsoft? 10 stocks we like better than Microsoft › Bill Gates handed over the reins … Read more
Apple Is the Best-Performing "Magnificent Seven" Stock This Year. But It Has Still Lagged This Unassuming Dividend Stock (That Remains a Top Buy Now).
Key Points Apple is on a roll, almost doubling the market’s return this year. Target is doing even better, more than quadrupling the market in 2026. Despite rising more than 60% this year, Target trades at 15 times forward earnings, with a dividend yield of nearly 3%. 10 stocks we like better than Target › … Read more
If I Were in My 20s, I'd Buy This Magnificent Vanguard ETF and Hold It Forever
Key Points Investing in an S&P 500 index fund is one of the surest ways to build wealth in the stock market over the long term. But young investors in their 20s can benefit from targeting growth stocks in pursuit of higher returns, even if it leads to more volatility. The Vanguard Morningstar Mega Cap … Read more