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Investment strategy

579 posts
AArtificial intelligence
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
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Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’

  • March 5, 2026
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…
AArtificial intelligence
Broadcom's custom AI chip business stays hot and gives the bulls a much-needed win
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Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win

  • March 5, 2026
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
AArtificial intelligence
Big Tesla backer Leo KoGuan buys 1 million Nvidia shares, saying AI is not a bubble
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Big Tesla backer Leo KoGuan buys 1 million Nvidia shares, saying AI is not a bubble

  • March 4, 2026
Billionaire trader Leo KoGuan revealed he just bought 1 million shares of Nvidia , expanding his artificial intelligence…
PPersonal finance
Retirement balances are up, but more workers took hardship withdrawals
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Retirement balances are up, but more workers took hardship withdrawals

  • March 4, 2026
U.S. President Donald Trump delivers the State of the Union address on Feb. 24, 2026, in Washington, D.C.…
AArtificial intelligence
CrowdStrike makes case on AI with an excellent quarter — where we stand
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CrowdStrike makes case on AI with an excellent quarter — where we stand

  • March 4, 2026
CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering…
HHealth care
Stock market today: Live updates
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We’re initiating a position in this health-care stock with a $260 price target

  • March 3, 2026
Shortly after the opening bell, we will initiate a position in Cardinal Health , buying 170 shares at…
AArtificial intelligence
JPMorgan turns bullish on Netflix, says streamer is better insulated from AI disruption risk
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JPMorgan turns bullish on Netflix, says streamer is better insulated from AI disruption risk

  • March 2, 2026
Artificial intelligence presents a tailwind rather than a threat for Netflix , according to JPMorgan. JPMorgan resumed coverage…
AArtificial intelligence
These stocks are the most at risk from AI disruption
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These stocks are the most at risk from AI disruption

  • March 1, 2026
Jefferies analysts just released a basket of major companies at risk of artificial intelligence disruption, providing some guideposts…
BBusiness
Berkshire CEO Greg Abel vows to keep Buffett's culture of disciplined investing in first annual letter
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Berkshire CEO Greg Abel vows to keep Buffett’s culture of disciplined investing in first annual letter

  • February 28, 2026
Berkshire Hathaway‘s Greg Abel used his first annual shareholder letter as chief executive to reassure investors that the…
UUnited States
Here's what Cramer is watching in the week ahead, including U.S.-Iran tensions
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Here’s what Cramer is watching in the week ahead, including U.S.-Iran tensions

  • February 28, 2026
February was a heartbreaking month that took apart names like Nvidia, CNBC’s Jim Cramer said Friday. This weekend…
AArtificial intelligence
We're adding a stock to our Bullpen; resistant to recessions, AI disruption
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We’re adding a stock to our Bullpen; resistant to recessions, AI disruption

  • February 27, 2026
We added a new Bullpen name during Friday’s Monthly Meeting, and it has minimal economic sensitivity and faces…
PPersonal finance
Where they are investing and how they can maximize returns
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Where they are investing and how they can maximize returns

  • February 26, 2026
Zoom In IconArrows pointing outwards Women investors are stepping up their game, gaining confidence and taking some more…
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