1 AI Power Play Most Investors Missed
While analysts chase the next hot AI chipmaker, one company has become indispensable to the AI boom itself, not through computing, but through power.
Bloom Energy, long known for its on-site solid oxide fuel cells, has suddenly become the market’s stealth AI infrastructure play. Shares have rocketed more than 6x this year, and for reasons most investors haven’t yet grasped.
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The Smartest Growth Stock Hiding in Plain Sight
The smartest growth opportunity on the market right now might not be a flashy newcomer at all. Instead, it’s a powerhouse that’s already central to nearly every major tech advancement, TSMC.
While names like Nvidia and Apple steal headlines, TSMC is the company making their breakthroughs possible, and that makes it one of the most overlooked,
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AMD’s AI Advantage May Just Be Getting Started
While the spotlight often shines brightest on Nvidia, another chipmaker has been clawing its way into the conversation and could soon be in a position to steal the show.
That company is Advanced Micro Devices (NASDAQ: AMD), and it’s gearing up to report second-quarter earnings early next month.
With the stock already up 34% this year,
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Forget Nvidia, This Under-the-Radar Chip Stock Might Have More Upside
Chances are, you’ve never walked into a store and bought something with the ASML logo on it but almost every smartphone, tablet, or electric vehicle in your life probably wouldn’t exist without ASML’s technology humming away in the background.
This Dutch powerhouse doesn’t make chips, it makes the machines that make the chips.
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Is SoFi Still a Buy After 2x Bull Run?
Shares of SoFi Technologies have rocketed more than 165% over the past year as the company’s fundamentals have improved dramatically. But with the stock now well above Wall Street’s targets, investors are wondering: has the market gotten ahead of itself?
Key Points
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It’s no longer just a student-loan lender,
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Read MoreThe Ivy
AMD Just Raised the Bar With a Bold 5-Year Plan
CEO Lisa Su has unveiled a long-term forecast that forces investors to rethink where AMD could be heading.
The new guidance fundamentally reshapes how AMD’s role in the AI ecosystem should be valued.
Key Points
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AMD forecasts explosive growth, including 60% annual expansion in data centers.
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1 Stock to Own for the Next Decade
Every once in a while, a company comes along that feels like the rare exception, a business so well-positioned, diversified, and forward-looking that it could anchor a portfolio for years.
Broadcom is one of those companies and it might be the single best position to hold for the foreseeable future.
Key Points
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Broadcom combines cyclical chip sales with high-margin recurring software revenue from acquisitions like CA,
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Read MoreThe Daily
Does a Strong January for the S&P 500 Mean a Good Year for the Market? Here's What History Says.
In 2022, when the markets last crashed, the S&P 500 had an awful January.
More than a week into 2026, and the S&P 500 (^GSPC 0.06%) is off to a positive start to the year. At this writing, it was up just under 2% to begin the year,