Like many investors, I've put a portion of my portfolio into artificial intelligence (AI) companies. AI technology seems to get more advanced with every new model, and the United Nations Trade and Development projects that the AI market will reach $4.8 trillion in 2033. My top AI stocks are businesses that I believe have high growth potential over the next decade without carrying excessive risk. T...
Like many investors, I've put a portion of my portfolio into artificial intelligence (AI) companies. AI technology seems to get more advanced with every new model, and the United Nations Trade and Development projects that the AI market will reach $4.8 trillion in 2033. My top AI stocks are businesses that I believe have high growth potential over the next decade without carrying excessive risk. There are two in particular that look like fantastic investments right now, especially given the tech sector's recent downturn. 1. Nvidia Considering Nvidia (NVDA 3.17%) is the world's largest public company, you can't exactly say it's overlooked, but it may still be underestimated given the tremendous results it's delivering. Revenue is rapidly growing, most recently to $68.1 billion in the fourth quarter of its 2026 fiscal year (ended Jan. 25), a 73% year-over-year increase. The chipmaker also maintains strong margins, with gross margins reaching 75% in the same Q4 2026 period. Expand NASDAQ : NVDA Nvidia Today's Change ( -3.17 %) $ -5.66 Current Price $ 172.90 Key Data Points Market Cap $4.2T Day's Range $ 171.73 - $ 178.11 52wk Range $ 86.62 - $ 212.19 Volume 6.5M Avg Vol 174M Gross Margin 71.07 % Dividend Yield 0.02 % In total, Nvidia generated $215.9 billion in revenue during its 2026 fiscal year. And if CEO Jensen Huang is correct, sales growth isn't going to slow down from here. At the company's annual GTC conference, he said that he expects "at least $1 trillion" in revenue from data center products through 2027. Even though Nvidia has a massive market cap, it still looks like a bargain when you factor in its projected earnings and earnings growth. It trades at 22 times forward earnings as of March 19, below fellow tech giant Alphabet and chipmaker Advanced Micro Devices. In addition, the company's forward-P/E-to-growth (PEG) ratio is below 0.4, indicating that you can buy Nvidia stock at a low price relative to its growth rate. 2. Meta Platforms When I wrote that A...
Copper extended declines to the lowest level in more than three months as the Middle East war sapped risk appetite across financial markets and raised concerns about global inflation and growth. The red metal fell as much as 1.8% on the London Metal Exchange, following a drop of 6.7% last week, the steepest since April 2025. The war, now in its fourth week , has pushed oil and gas prices higher, t...
Copper extended declines to the lowest level in more than three months as the Middle East war sapped risk appetite across financial markets and raised concerns about global inflation and growth. The red metal fell as much as 1.8% on the London Metal Exchange, following a drop of 6.7% last week, the steepest since April 2025. The war, now in its fourth week , has pushed oil and gas prices higher, threatening to hurt economic activity worldwide and fueling inflation that will likely force central banks to take a more hawkish stance on interest rates. “Copper prices haven’t reached a bottom yet,” as the market is pricing in the prospect of recession and inflation, said Yan Yuhao, senior analyst with Zhejiang Hailiang Co. , a major Chinese producer of copper tubes and rods. Meanwhile, a drop below 100,000 yuan ($14,485) a ton on the Shanghai Futures Exchange has prompted “significant” purchases from Chinese fabricators that are seeing full orders into next month, according to Yan. That Chinese demand resilience will support domestic copper prices in outperforming LME prices, he added. Copper fell 0.7% to $11,840 a ton on the LME as of 10:00 a.m. in Shanghai. Other base metals were mostly lower, with aluminum down 0.4% to $3,201.50 a ton. Copper was down 2% to 92,930 yuan a ton on SHFE.
Analysts said the project depends on advanced manufacturing tech currently available only from TSMC, Samsung and Intel. U.S. President Donald Trump acknowledges SpaceX founder Elon Musk (R) after the successful launch of the SpaceX Falcon 9 rocket with the manned Crew Dragon spacecraft at the Kennedy Space Center on May 30, 2020. (Photo by Saul Martinez/Getty Images) Musk called the planned $25B T...
Analysts said the project depends on advanced manufacturing tech currently available only from TSMC, Samsung and Intel. U.S. President Donald Trump acknowledges SpaceX founder Elon Musk (R) after the successful launch of the SpaceX Falcon 9 rocket with the manned Crew Dragon spacecraft at the Kennedy Space Center on May 30, 2020. (Photo by Saul Martinez/Getty Images) Musk called the planned $25B Terafab facility the “final missing piece” of Tesla’s AI chip strategy across vehicles, Optimus robots and space-based AI systems. Terafab will combine chip design, fabrication, packaging and testing under one roof and target 1 terawatt of annual compute output. Analysts said Terafab could mark a shift toward vertically integrated, systems-level chipmaking supporting Tesla’s broader AI and robotics platform. Shares of Tesla, Inc. (TSLA) slipped over 1% in overnight trading late Sunday after CEO Elon Musk shared fresh details on the company’s proposed $25 billion Terafab chip facility, with analysts warning the plan depends on technology controlled by just three companies worldwide. TSLA stock slid over 3% on Friday to $367.96, its lowest level in more than six months and the third consecutive session of losses. Musk Calls Terafab ‘Final Missing Piece’ Of Tesla’s AI Chip Strategy Musk formally introduced Terafab on Saturday during a presentation at the former Seaholm Power Plant in Austin, calling it “the most epic chip building exercise in history by far.” The planned facility — a collaboration between Tesla, SpaceX and xAI — will combine chip design, fabrication, mask production, packaging and testing inside a single complex capable of eventually producing about one terawatt of computing capacity annually. In a series of overnight posts on X, Musk said Terafab would be structured as two coordinated fabrication lines, each built around an individual chip architecture, to simplify the production flow and accelerate iteration cycles. He added that the research fab could enable...
jejim/iStock Editorial via Getty Images Activist investor Elliott Investment Management has built a multibillion-dollar stake in Synopsys ( SNPS ) and plans to push for changes at the company, The Wall Street Journal reported Sunday. "Given the essential nature of its platform and these structural tailwinds, we believe there is a clear opportunity for Synopsys’ financial performance to more fully ...
jejim/iStock Editorial via Getty Images Activist investor Elliott Investment Management has built a multibillion-dollar stake in Synopsys ( SNPS ) and plans to push for changes at the company, The Wall Street Journal reported Sunday. "Given the essential nature of its platform and these structural tailwinds, we believe there is a clear opportunity for Synopsys’ financial performance to more fully reflect the value it delivers," Elliott Managing Partner Jesse Cohn told WSJ . "We look forward to engaging with the company to help align operational execution, profitability, and monetization with its potential and importance to the semiconductor ecosystem." Commenting on Elliott's stake, Synopsys ( SNPS ) said it regularly engages with its shareholders and that following its $35B deal in 2024 to acquire Ansys, "our opportunity and our product road map have never been stronger." Along with Cadence Design Systems ( CDNS ) , Synopsys ( SNPS ) leads the market for electronic design automation, a key part of chip development, but the company's revenue growth has lagged Wall Street expectations, and its shares are down 11% YTD. Elliott sees room for Synopsys ( SNPS ) to boost sales and improve margins to be more in line with those of Cadence ( CDNS ), the report said. More on Synopsys Synopsys: Design IP Weakness Doesn't Really Matter Post Transition Synopsys: Super-Wide Moat And Attractive Valuation Thanks To SaaSpocalypse Synopsys Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Hong Kong stocks slumped with other Asian markets on Monday as Middle East tensions showed no sign of easing. The Hang Seng Index fell 2.6 per cent to 24,595.54 as of 9.44am local time. The Hang Seng Tech Index dropped 2.4 per cent. On the mainland, the CSI 300 Index slid 1.8 per cent and the Shanghai Composite Index retreated 2 per cent. Advertisement Laopu Gold tumbled 7.5 per cent to HK$566 and...
Hong Kong stocks slumped with other Asian markets on Monday as Middle East tensions showed no sign of easing. The Hang Seng Index fell 2.6 per cent to 24,595.54 as of 9.44am local time. The Hang Seng Tech Index dropped 2.4 per cent. On the mainland, the CSI 300 Index slid 1.8 per cent and the Shanghai Composite Index retreated 2 per cent. Advertisement Laopu Gold tumbled 7.5 per cent to HK$566 and Zijin Mining Group lost 5.6 per cent to HK$32.52 as bullion prices declined. Alibaba Group Holding fell 2.8 per cent to HK$120.20 and Tencent Holdings slid 1.5 per cent to HK$500.50. With the US-Israel war on Iran entering its fourth week, US President Donald Trump issued a 48-hour ultimatum to Iran to reopen the Strait of Hormuz or face strikes on its power plants. Iran responded that any such attack would trigger retaliation by closing the waterway indefinitely and targeting US and Israeli energy infrastructure across the Gulf region. Advertisement Other major Asian markets all fell. Japan’s Nikkei 225 shed 3.9 per cent, while South Korea’s Kospi retreated 4.5 per cent and Australia’s S&P/ASX 200 lost 0.8 per cent.