Meta’s aggressive AI infrastructure plans could reshape its earnings profile in ways investors might not like.
Meta Platforms (META +3.79%) dropped sharply after its late-October earnings report, even though the social media and digital advertising giant posted another quarter of strong growth.
» Read more about: Why I'm Rethinking My Bullish Stance on Meta Platforms Stock »
Tesla (TSLA) stock has experienced significant volatility in 2025. A combination of factors, including slower electric vehicle (EV) demand, rising competition, and growing skepticism around Elon Musk’s high-profile political commentary and its impact on Tesla’s brand, has weighed on TSLA stock. On the other hand, the future-focused narrative Musk is selling has kept investor excitement alive,
» Read more about: Is Tesla Stock Still Worth Buying at Current Premium Prices? »
Cloudflare (NET) just caught fresh attention after Barclays kicked off coverage with a bullish stance, sending the stock up about 4% as investors reassessed its growth story in cloud, AI, and cybersecurity.
See our latest analysis for Cloudflare.
That fresh bullish coverage comes after a choppy stretch,
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!
AI is eating the world—and the machines behind it are ravenous.
Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy.
© Stephanie Keith / Getty Images
The launch of the Apple Inc. (NASDAQ: AAPL) iPhone 17 prompted a lot of anxiety. However, iPhone deliveries will surge this year, according to the research firm IDC’s forecast for 2025. IDC reports iPhone shipments for 2025 will be up 6.6% to 247.4 million,
Vanguard High Dividend Yield ETF (NYSEMKT: VYM) is an interesting exchange-traded fund (ETF).
» Read more about: The 2 Best High-Yield Energy Stocks in Vanguard High Dividend Yield ETF »
This under-the-radar income stock has paid a dividend under all but three U.S. presidents, and its 209-year streak of continuous payouts is 60 years longer than the next-closest company.
For over a century, Wall Street has been a wealth-creating machine, with the average annual return of stocks handily outpacing that of bonds,
Oklo (OKLO) fell over 50% from peak levels but is still up big in recent years.
Oklo trades at a $15B valuation despite being pre-revenue.
Cameco (CCJ) trades at 64 times forward P/E after rising over 50% in the past year.
» Read more about: OKLO vs. Cameco: Which Nuclear Energy Play is a Better Value? »
Whether or not Tepper knows something analysts don’t, he appears to be on the right track with this big buy in Q3.
Hedge fund managers and Wall Street analysts have several things in common. They watch the stock market like a hawk. They analyze financial data and industry trends to inform their decisions.
Nuclear energy startups Oklo and Nano Nuclear Energy are designing microreactors that could provide on-site power to AI data centers.
» Read more about: 5 No-Brainer Energy Stocks to Buy With $1,000 Right Now »
