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Investment Ideas: Archive
Can Alphabet Set the Tone for Mag 7 Earnings?
by Ethan Feller
Alphabet shareholders await results from the first of the Magnificent Seven stocks.
AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change METANegative Net Change
artificial-intelligence magnificent-7
The AI Bull Case Lives On: What You Need to Know
by Andrew Rocco
While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.
AMDPositive Net Change DELLPositive Net Change SMCIPositive Net Change HPEPositive Net Change
artificial-intelligence
Dell: AI Infrastructure Drives Massive Growth
by Andrew Rocco
Dell has successfully evolved from a traditional PC manufacturer to a hardware leader in the global AI buildout.
DELLPositive Net Change NVDAPositive Net Change SMCIPositive Net Change NOWNegative Net Change GOOGLNegative Net Change PLTRNegative Net Change
artificial-intelligence
CRM, WDAY, TEAM Bounce Back: Can Momentum Continue?
by Derek Lewis
Many software stocks have faced a harsh 2026 overall, but action over the last month for these three has provided nice relief while also easing some fears. Did sentiment get too negative?
CRMNegative Net Change WDAYNegative Net Change TEAMNegative Net Change
artificial-intelligence software tech-stocks
Optical Stocks: The AI Trade's Wildest Ride Snaps Back
by Bryan Hayes
The AI-optics theme is as durable as any in the market.
GLWNegative Net Change LITENegative Net Change
artificial-intelligence datacenter earnings electronics investing tech-stocks
Tesla Q2 EPS Preview: Can Earnings Electrify the Stock?
by Andrew Rocco
Tesla's Q2 EPS will answer important questions about the company's legacy EV business, energy growth, and future product timelines.
TSLANegative Net Change RUNNegative Net Change
artificial-intelligence earnings electric-vehicles
Best Stocks to Buy in July and Hold Forever: GEV, NEE
by Benjamin Rains
Investors must own the stocks that will be long-term winners in the AI age, no matter how the technologies evolve and which big tech firms and hyperscalers grab the most market share.
NEEPositive Net Change GOOGLNegative Net Change METANegative Net Change GEVNegative Net Change
alt-energy artificial-intelligence energy nuclear-energy
Chip Stocks Are Rebounding - Should Investors Buy Intel (INTC) Before Q2 Earnings?
by Shaun Pruitt
Set to report Q2 earnings after market hours on Thursday, July 23, investors may be wondering if the incredible rebound in Intel stock can continue.
INTCNegative Net Change AMDPositive Net Change MUNegative Net Change NVDAPositive Net Change MRVLPositive Net Change TSMNegative Net Change
artificial-intelligence earnings investing large-cap semiconductor tech-stocks
Tech Stocks Surge as Momentum Traps the Bears
by Andrew Rocco
Tuesday, stocks climbed the proverbial Wall of Worry as investors looked beyond geopolitical concerns. The false moves in many AI stocks suggest that the rally has staying power.
MUNegative Net Change SNDKPositive Net Change CIFRPositive Net Change CBRSPositive Net Change
investing
AI Demand Leads to Blowout Results for These Semiconductor Giants
by Derek Lewis
The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.
ASMLPositive Net Change TSMNegative Net Change
artificial-intelligence earnings semiconductor tech-stocks