For much of the past three years, artificial intelligence has been the market’s defining investment theme. Companies building AI chips, cloud infrastructure, memory, and software have driven earnings growth while many other stocks have struggled to keep pace. That leadership is becoming even more concentrated.… Read More »Just A Handful Of AI Stocks Are Carrying Everything. History Says It Doesn’t Have To End Badly

On Thursday, July 16, during the broadcast of Mad Money, Jim Cramer pushed back on the market’s punishment of several blue-chip companies that just posted strong quarters. He named five companies that he believes deserve investors’ attention today. This post appeared first on 24/7 Wall… Read More »Jim Cramer Says The Market Is “Dead Wrong” About These 5 Oversold Stocks

The S&P 500 is up 10.3% YTD, and Wall Street is convinced the markets have more room to run, particularly for this group of stocks we have uncovered. JPMorgan just tagged CECO Environmental with a $130 price target, implying roughly 65% upside from where the stock… Read More »5 Stock Setups Where Wall Street Sees The Most Upside Right Now

Nvidia (NVDA) has shed an astounding $800 billion in market cap since it hit its all-time high in mid-May. The company, while still worth close to $5 trillion, is back down to valuation levels relative to trailing earnings that it hasn’t seen since 2019. Investors should take advantage… Read More »Nvidia Is The Cheapest It’s Been Since 2019. Why Investors Should Load Up Now

Artificial intelligence has created no shortage of investment opportunities, but it has also exposed one bottleneck after another. First it was GPUs. Then networking. Then power generation. Today, memory has become one of the industry’s biggest constraints.  Every advanced AI model requires enormous amounts of… Read More »Forget Micron? This New AI Memory Stock Could Be The Best Buy Of The Decade

The reshoring trade has moved from political talking point to capital expenditure line item, and the funds that own the picks and shovels of industrial automation have started to reflect it. Three robotics ETFs offer different ways into the theme. This post appeared first on… Read More »3 Robotics ETFs Positioned To Capitalize On America’s Reshoring Boom In 2026

PwC pegs global M&A at $4 trillion for 2026, the biggest deal wave in a decade. Wall Street is trying to decide whether that firehose of activity is a tailwind or a warning sign, and the strategists on CNBC this week landed on both. This… Read More »$4 Trillion In Deals Is Coming. Wall Street Hasn’t Seen An M&A Wave This Big In A Decade

The artificial intelligence boom has reshaped the stock market over the past two years. Graphics processors grabbed the headlines first, but AI infrastructure reaches far beyond chips that perform calculations. Every AI model also needs somewhere to store the mountains of data it creates, trains… Read More »Sandisk Is Crushing Every S&P 500 Stock In 2026. Can Anything Stop It?

Tony Bancroft, portfolio manager at Gabelli Funds and head of the firm’s commercial aerospace and defense ETF, argued in a recent CNBC segment that U.S. missile and aircraft production is on the cusp of a multi-year trend. His thesis rests on two pillars: immediate replenishment… Read More »Top National Security Investor: Missile Production Is About To Explode As U.S. Rebuilds Arsenal

Dr. Michael Burry of The Big Short fame might serve as a brilliant guide for an unprecedented AI hype-driven market environment. While the man has been known to be a bit early to some of his trades, I do think that his heavy skepticism of… Read More »Michael Burry Just Backed Up The Truck On These 3 Undervalued Tech Stocks