Broadcom Isn’t Cheap But Will It Still Power Higher?
Broadcom has quietly become one of the biggest winners of the AI boom. Shares have soared over the past two years as demand for AI infrastructure exploded, and even after a recent pullback of more than 5% from November highs, the stock is still up over 50% this year.
That short-term dip raises an obvious question: Is Broadcom finally offering a better entry point,
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What’s Buffett Doing With Google Now?
Berkshire Hathaway stunned the market this quarter by initiating a multibillion-dollar position in Alphabet just months before Warren Buffett steps down as CEO.
While Berkshire trimmed its long-held Apple stake yet again, it bought almost 18 million Class A shares of Alphabet at just north of $200 per share, now worth over $5.5 billion.
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Which AI Stock Is Best?
If you follow the market’s biggest winners, you already know Alphabet and NVIDIA sit at the center of the AI boom. But despite being lumped together as “AI beneficiaries,” the two companies couldn’t be more different. One is a diversified digital empire with unmatched cash flow. The other is the indispensable hardware supplier powering the AI build-out.
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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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This Hydrogen Stock Is Becoming Critical AI Infrastructure
Bloom Energy doesn’t generate power the way most people think about clean energy. Instead of relying on intermittent sources like wind or solar, Bloom’s solid oxide fuel cells convert natural gas or hydrogen into electricity on-site, 24 hours a day.
There’s no combustion, no dependence on weather, and critically for enterprise customers no exposure to grid instability.
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Read MoreThe Burst
Where Is Tesla Headed Next Year?
Tesla has rarely struggled for attention, but in 2025 it quietly fell behind. Over the past year, Tesla returned roughly 13%, trailing the S&P 500 and lagging most of its “Magnificent Seven” peers, a surprising outcome for a stock long viewed as a market leader. As 2026 approaches, the question isn’t whether Tesla has upside potential,
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Read MoreThe Spotlight
Nvidia Just Proved the AI Boom Isn’t Slowing
For months, skeptics have suggested that AI spending was leveling out. Nvidia’s numbers told a very different story. The company reported $57 billion in revenue, a 62.5% jump over the prior year and a 22% increase from the previous quarter.
Profitability soared alongside it, with adjusted EPS climbing 60% and margins reaching an impressive 73.4%.
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Read MoreThe Daily
Morgan Stanley says buy these 14 stocks to play the 4 themes that will define markets in 2026
There are four major themes that will drive markets in 2026, Morgan Stanley says: A multipolar world, technology diffusion, societal shifts, and the future of energy.
Let’s get into each, starting with the concept of a multipolar world. For Morgan Stanley, the world is becoming less globalized as governments become more protectionist.