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Investment Ideas: Archive

Andrew Rocco

Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead

During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.

AMZNNegative Net Change MSNegative Net Change INTCPositive Net Change AMDPositive Net Change MSFTNegative Net Change IBMNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change ALABPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Shaun Pruitt

GM Vs Ford: Which Automaker is the Better Investment for 2026?

GM stock has spiked 65% in the last year to new all-time highs of over $80 a share, with Ford shares up more than 40% and near a 52-week peak of $14.

FNegative Net Change GMPositive Net Change TSLANegative Net Change

Derek Lewis

Apple & Google: A New AI Superteam?

Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology.

AAPLPositive Net Change GOOGLPositive Net Change

Andrew Rocco

Retail Picture: What Abercrombie & Birkenstock EPS Suggest

While the market's immediate "knee-jerk" reaction to retail earnings suggests cooling sentiment, the fundamental story for premium retailers remains intact.

TJXPositive Net Change DLTRPositive Net Change ANFPositive Net Change BIRKNegative Net Change

Andrew Rocco

Why 2026 Will See Unprecedented U.S. GDP Growth

While a 5-6% GDP growth rate for an economy as massive as the United States was once considered unthinkable, the alignment of historical stimulus and a shift in monetar

LMTPositive Net Change NVDAPositive Net Change BEPositive Net Change RCATPositive Net Change OKLONegative Net Change

Shaun Pruitt

Delta Vs United: Which Airline Stock is the Better Investment for 2026?

Airline stocks have been on a tear going into 2026, with Delta Air Lines (DAL) and United Airlines (UAL) leading the way.

DALNegative Net Change UALNegative Net Change LUVNegative Net Change AALNegative Net Change

Benjamin Rains

Is TSMC the Best AI Stock to Buy in 2026?

Taiwan Semi or TSMC is one of the best pure-play AI stocks to buy since it stands to be a winner no matter how the technology evolves or which artificial intelligence companies eventually dominate.

NVDAPositive Net Change TSMNegative Net Change

Derek Lewis

2 Beaten Down Tech Stocks Primed for a 2026 Rebound

While 2025 was broadly another great year for tech stocks, not all joined the party, including Adobe and Salesforce. With recent results showing momentum, can 2026 be their time to shine?

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Ethan Feller

Alphabet Dethrones Apple Amid Tech Stock Shuffle

Alphabet has overtaken Apple as the world's second largest public company as its share price again pushes to record highs

AAPLPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Kevin Cook

NVIDIA Rubin Wreckage: Modine and Credo

Jensen's CES keynote unveiled the latest GPU system in production, but investors in cooling and cables panicked

NVDAPositive Net Change COHRPositive Net Change MODNegative Net Change VRTPositive Net Change CRDOPositive Net Change

Ethan Feller

How to Trade the Magnificent 7 Stocks in 2026

Last year, shares of Amazon and Meta Platforms lagged, but this year could see a rebound. Meanwhile, Alphabet stock continues to rally

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLPositive Net Change METANegative Net Change

Bryan Hayes

How to Identify Stock Market Winners Early in 2026

These three triggers can help narrow down the investment universe to stocks with the best profit potential.

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Derek Lewis

Can Nike Finally Bounce Back in 2026?

It has been a challenging few-year stretch for NIKE, facing post-pandemic demand issues while also getting its margins hit by recent tariffs. Can it start winning again in 2026?

NKEPositive Net Change

Shaun Pruitt

Buy Nvidia or AMD Stock After Rolling Out New AI Platforms?

Their presentations at the 2026 Consumer Electronics Show could lift the appealing outlook for AMD and Nvidia after revealing next-gen AI platforms.

AMDPositive Net Change NVDAPositive Net Change MSFTNegative Net Change

Andrew Rocco

Why SMRs will Play a Key Role in the AI Supercycle

The convergence of AI's immense processing needs and the Trump Administration's aggressive push for nuclear energy has created a unique "perfect storm" for the energy sector.

MSFTNegative Net Change CEGNegative Net Change LEUNegative Net Change PLTRNegative Net Change OKLONegative Net Change

Derek Lewis

NVIDIA: The 2026 AI Captain

In an environment where investors are increasingly demanding returns on AI investment, NVIDIA will remain a key anchor of the broader AI trade in 2026 yet again.

NVDAPositive Net Change

Shaun Pruitt

Chevron Highlights Stocks to Consider if Venezuela's Oil Industry is Revived

The energy sector is catching investors' attention as we begin 2026, with crude oil prices spiking following the capture and extradition of Venezuelan President Nicolas Maduro to the United States

CVXPositive Net Change HALPositive Net Change VLOPositive Net Change SLBPositive Net Change COPPositive Net Change

Andrew Rocco

5 2026 Market Predictions

While 2026 will undoubtedly bring its own set of surprises, the combination of a dovish Fed, a maturing AI sector, and a resilient consumer suggests a year of significant expansion.

AMZNNegative Net Change WMTPositive Net Change NVDAPositive Net Change COSTNegative Net Change TSLANegative Net Change GOOGLPositive Net Change

Ethan Feller

3 Top Ranked Stocks to Buy for 2026 (LLY, WFRD, PGY)

Eli Lilly, Pagaya Technologies Ltd. and Weatherford International stocks all boast numerous bullish tailwinds heading into this new year.

LLYNegative Net Change WFRDPositive Net Change PGYNegative Net Change

Ethan Feller

3 Beaten-Down Stocks That Could Rebound in 2026

The Blackstone Group, The Trade Desk and Salesforce stocks have all been beaten down this year. Could 2026 be a turnaround year for them?

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Bryan Hayes

Here Are the Top-Performing S&P 500 Stocks From 2025

The 3 top performers this year make up just 0.7% of the S&P 500 index weight combined.

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Andrew Rocco

Google's AI Renaissance (Growth Story is Far from Over)

Alphabet remains one of the most strategically positioned companies in technology, combining dominant search economics, accelerating cloud momentum, and expanding AI-driven fundamentals.

NVDAPositive Net Change TSLANegative Net Change GOOGLPositive Net Change

Benjamin Rains

2 Great Stocks to Buy in 2026 Down 50% and 80% from their Highs

Investors might want to be greedy while others are fearful and buy two hard-hit S&P 500 stocks that are trading 50% and 80% below their highs right now.

NKEPositive Net Change ALGNNegative Net Change DECKNegative Net Change ONONNegative Net Change

Shaun Pruitt

Hideout in the Financial Sector as We Round out 2025?

Entering the last trading week of the year, investors are certainly pondering where to put their money to work in 2026, and the financial sector may be at the forefront with the stock market near all-time highs.

JPMNegative Net Change CNegative Net Change NDAQNegative Net Change SPGINegative Net Change

Shaun Pruitt

Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?

Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.

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