Most investors think they need to hunt down small, speculative companies to ride the artificial intelligence wave. But the truth is, one of the best AI plays has been sitting in plain sight all along, Alphabet.
AI is here to stay, and Alphabet may be the most complete way to gain exposure.
Alphabet builds chips,
It’s the rare oil major that seems built to outlast cycles, keep the dividend flowing, and, as Warren Buffett clearly believes, keep getting stronger.
The yield is about 4.4%, nearly four times what the S&P 500 pays and on paper that looks tempting, but high yields in energy can be a trap. The difference here is Chevron’s payout isn’t balanced on a knife’s edge.
» Read more about: Buffett’s $19 Billion Oil Bet Looks Like a Fortress »
If you want to understand the real bottleneck in semiconductors, it isn’t wafers, fabs, or even chip designers like Nvidia. It’s the machines that etch impossibly small patterns onto silicon. And in that game, there’s just one winner, ASML.
ASML isn’t just another chip equipment supplier. It has something no one else on Earth can build,
Every few years, investors rediscover Plug Power (NASDAQ: PLUG) and wonder if the long-suffering hydrogen pioneer is finally about to turn the corner. Today, it’s officially a penny stock, which means under $5 per share technically.
And that’s a painful reminder that, adjusted for reverse splits, Plug’s pre-dot com IPO price of $150 feels almost mythical compared to where the stock sits today.
» Read more about: From Market Darling to Punchline and Back Again? »
DigitalOcean (NASDAQ: DOCN) just pulled off something few small-cap tech companies have achieved in this market: record revenue, soaring profits, and a guidance hike that caught Wall Street flat-footed. The stock popped by almost a third after Q2 results, and yet, shares remain roughly 12% below where they started the year.
That gap between operational performance and valuation might be the opportunity hiding in plain sight.
» Read more about: The Best-Kept Secret in AI Infrastructure? Hint: It’s Not Nvidia »
C3.ai shares are back at price levels investors haven’t seen since early 2023, and the reasons are downright concerning.
The artificial intelligence firm with ticker AI has endured a brutal year that began in January when the share price was cut in half. The torpedos keeping hitting the bow, as evidence by the latest business update that pointed to a steep revenue shortfall.
» Read more about: Is The Stock with Ticker AI Finally a Buy? »
Monday.com sits right in the middle of this transformation, and if management gets its way, it won’t just be a participant. It wants to be the work operating system for the modern enterprise.
For companies running cross-functional projects, think engineering, sales, marketing, and operations all under one roof, Monday offers a centralized dashboard where tasks can be assigned automatically,
» Read more about: Is Monday THE Operating System for Work? »
Thermo Fisher Scientific has a knack for thriving even in challenging markets. While the company isn’t entirely immune to today’s global headwinds, slower biopharmaceutical spending, tighter budgets in academic labs, and muted demand in China, it has weathered the storm far better than most of its peers.
The reason?
A combination of unmatched scale,
» Read more about: 1 Science Powerhouse To Own for the Next Decade »
Broadcom isn’t just another chipmaker riding the semiconductor cycle, it’s a carefully assembled portfolio of some of the stickiest, most profitable businesses in tech.
At its core, Broadcom has mastered the art of acquisition, folding niche leaders into its empire, stripping out inefficiencies, and using the resulting free cash flow to fuel dividends,
» Read more about: The Giant at the Intersection of AI, Networking and Software »
Over the last five years, Altria’s share price climbed by just over 50%, but that’s only part of the story. When you factor in dividends, a payout the company has raised for 55 consecutive years, total returns swell to over 120%.
That streak includes 59 separate payout bumps, and with today’s yield hovering around 6.36%,
» Read more about: Can This Stock Double Your Money by 2030? »
