Don't let the so-called "SaaSpocalypse" scare you away from the tremendous investing opportunity created by artificial intelligence (AI). Sure, many SaaS stocks have taken a beating. However, several AI leaders are arguably poised to become de facto utilities in the global economy. Some businesses will no doubt be disrupted by AI. Others, though, are setting the stage for this disruption with thei...
Don't let the so-called "SaaSpocalypse" scare you away from the tremendous investing opportunity created by artificial intelligence (AI). Sure, many SaaS stocks have taken a beating. However, several AI leaders are arguably poised to become de facto utilities in the global economy. Some businesses will no doubt be disrupted by AI. Others, though, are setting the stage for this disruption with their technologies. Here are three AI stocks you can buy and hold for the next decade. 1. Alphabet A strong case could be made that Alphabet (GOOG +2.77%) (GOOGL +2.81%) is the most complete AI stock on the market. There are a few areas within AI where the company isn't a leader. Alphabet's Google Cloud is the fastest-growing of the big three cloud service providers. Its revenue skyrocketed 48% year over year in the fourth quarter of 2025 and ended the year with an annual run rate of over $70 billion. Expand NASDAQ : GOOGL Alphabet Today's Change ( 2.81 %) $ 8.37 Current Price $ 306.68 Key Data Points Market Cap $3.7T Day's Range $ 294.09 - $ 306.80 52wk Range $ 140.53 - $ 349.00 Volume 1.4M Avg Vol 34M Gross Margin 59.68 % Dividend Yield 0.34 % While Google Cloud uses AI chips from both of the other two companies on our list, the cloud unit also offers customers its own custom AI accelerators. Google Cloud's Ironwood Tensor Processing Units (TPUs) are especially attractive because they're specifically designed for inference. Look for Google Cloud to increasingly use its in-house AI chips over the next several years. Meanwhile, Google Gemini consistently ranks among the most powerful AI models. Future versions of Gemini and its descendants should keep Google at the forefront of the AI world. Importantly, Alphabet is also a major player in the devices that deliver AI. Its Android operating system powers billions of smartphones. Google is in the race to compete in the smart glasses market (and could offer the best software around). 2. Nvidia While Alphabet might be the most compl...
Artificial intelligence (AI) has the chance to become one of the biggest and most impactful technological innovations of our time. The applications of the technology are still in the very early innings, as is the buildout of the infrastructure needed to test large language models (LLMs) and run AI inference. Let's look at three stocks set to be AI winners that you can buy and hold onto for the nex...
Artificial intelligence (AI) has the chance to become one of the biggest and most impactful technological innovations of our time. The applications of the technology are still in the very early innings, as is the buildout of the infrastructure needed to test large language models (LLMs) and run AI inference. Let's look at three stocks set to be AI winners that you can buy and hold onto for the next decade. 1. Nvidia Nvidia (NASDAQ: NVDA) has been one of the biggest AI winners thus far, but that doesn't mean it won't continue to be a long-term winner. The company's graphic processing units (GPUs) have become the backbone of the infrastructure buildout to help power AI applications. As companies rush to create their own AI applications, demand for Nvidia's chips has been through the roof. To maintain its lead in the space, Nvidia has sped up its innovation cycle, and it is looking to introduce new chip architecture on an accelerated schedule. At the same time, the company's Compute Unified Device Architecture (CUDA) software platform is a differentiator for the company and has helped it create a wide moat. The software platform is generally what developers are taught on to program GPUs, helping make Nvidia's chips and software platform the industry standard. Despite the stock's strong performance, Nvidia still trades at an attractive valuation, with a forward price-to-earnings (P/E) ratio of under 30 based on 2025 analyst estimates. Given its growth potential, that is a bargain. 2. Alphabet Don't let the slide in Alphabet's (NASDAQ: GOOGL) (NASDAQ: GOOG) stock following its second-quarter results fool you. The company posted strong results that show it is set to become an AI winner. The company's cloud computing segment, Google Cloud, is making great strides, seeing Q2 revenue growth of 29% to $10.4 billion, as the segment benefits from developers using its AI infrastructure and generative AI solutions. Importantly, though, this is a very fixed-cost business where the...
European natural gas dropped after US President Donald Trump predicted the Iran war will end soon, as he faces mounting pressure over how the conflict has upended energy markets. Benchmark futures fell as much as 16%, following oil , after extreme price swings in the previous session. Trump said he didn’t believe the conflict would be over this week, but insisted the operation was ahead of schedul...
European natural gas dropped after US President Donald Trump predicted the Iran war will end soon, as he faces mounting pressure over how the conflict has upended energy markets. Benchmark futures fell as much as 16%, following oil , after extreme price swings in the previous session. Trump said he didn’t believe the conflict would be over this week, but insisted the operation was ahead of schedule and the conflict could be resolved “very soon.” Read More: Trump Signals Possible End to War, Floats Removing Oil Sanctions Trump’s words offer some relief to energy markets, but they “will only go so far,” ING Groep NV strategists Warren Patterson and Ewa Manthey wrote in a note. Flows through the strategic Strait of Hormuz will need to resume to sustain a move lower in prices, they said. The waterway is used to handle about a fifth of global liquefied natural gas flows, mainly from the world’s biggest plant in Qatar, which has been shut since last week. Attacks in the region haven’t abated so far, with several Middle Eastern countries announcing missile threats, sounding sirens or intercepting drones on Tuesday. The conflict, now in its second week, upended global oil and gas trade, threatening the worst supply shock to the market since Russia’s invasion of Ukraine in 2022. For European gas, the situation is critical as the region’s fuel reserves are unusually low and it needs to import large volumes of fuel this summer to refill its tanks before next winter. Dutch front-month futures, Europe’s gas benchmark, traded 15% lower at € 48.27 a megawatt-hour by 8:12 a.m. in Amsterdam. Asian Buyers Struggle to Find March LNG as Supply Remains Tight India Rations Gas Supplies to Industries, Prioritizes Households China Gas Reserves Enough to Shield Industry for 2-3 Mos.: SCI99
TradingKey - Relying on strong AI demand, more memory per system, and sluggish supply response, 2026 will be the memory cycle. Micron Technology (MU) is now in an excellent competitive position today with HBM3E and looking to ramp HBM4E into Nvidia’s Vera Rubin platforms in the second half of 2026. Demand is strong, with 2026 HBM capacity reportedly fully booked, and short-term earnings are expect...
TradingKey - Relying on strong AI demand, more memory per system, and sluggish supply response, 2026 will be the memory cycle. Micron Technology (MU) is now in an excellent competitive position today with HBM3E and looking to ramp HBM4E into Nvidia’s Vera Rubin platforms in the second half of 2026. Demand is strong, with 2026 HBM capacity reportedly fully booked, and short-term earnings are expected to show sharp growth in revenue and profit. Despite a strong run in MU stock, valuation on forward estimates is still under the broad market averages. What is Micron? Micron Technology is a memory maker. It makes DRAM and NAND flash memory, as well as High-Bandwidth Memory (HBM) for use in smartphones, PCs, data center servers, and Artificial Intelligence (AI) accelerators. Unlike chip makers such as Nvidia (NVDA), who determine the pricing of their end products and have them manufactured, Micron sells more commoditized components whose prices are less predictable. The pricing power in memory is governed by the supply and demand balance, not branding, and hence is a cyclical industry. In this build-out for AI, memory has become a bottleneck, and that push has placed Micron squarely in the middle of demand for HBM and data center DRAM. How MU Stock Performed in 2025 During this time, Nvidia stock was increasing slowly and MU stock was increasing by 239.1%. Multiple sources have shown that MU stock has increased over the last 6 months by 250%. Compared with previous years, this development cycle was the shift towards profits in memory stocks as the turn of the memory downturn into the memory upturn was mainly led by AI. This adjustment was more due to the change in quantity and price of the amount of memory used in the data center and HBM than to marketing reasons. What Happened to Memory in H2 2025? The second half of 2025 was a gut punch. AI server builds soak up most HBM, DRAM, and NAND. Contract prices increased in value and lead times lengthened for several quarters. ...
过去两年，专家们一直在传递这样一种观念：AI只会淘汰那些不会使用AI的人。 然而这种幻想，最近被金融科技巨头Block的一场残酷的大裁员彻底击碎了。 就在前几天，Block毫无征兆地裁掉了4000人，万人规模的团队被强行压缩到不足6000人。 Jack Dorsey，Block联合创始人 Block联合创始人、CEO Jack Dorsey在X上如此解释此次裁员原因： 做出这一决定并非因为公司陷入...
There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Fortive (FTV – Research Report) and Apple (AAPL – Research Report) with bullish sentiments. Fortive (FTV) Seaport Global analyst Scott Graham reiterated a Buy rating on Fortive yesterday. The company’s shares closed last Friday at $57.39. According to TipRanks.com, Graham is a 5-star analyst with an aver...
There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Fortive (FTV – Research Report) and Apple (AAPL – Research Report) with bullish sentiments. Fortive (FTV) Seaport Global analyst Scott Graham reiterated a Buy rating on Fortive yesterday. The company’s shares closed last Friday at $57.39. According to TipRanks.com, Graham is a 5-star analyst with an average return of 11.4% and a 60.3% success rate. Graham covers the Industrial Goods sector, focusing on stocks such as A. O. Smith Corporation, Pentair, and Ametek. ;'> Currently, the analyst consensus on Fortive is a Hold with an average price target of $59.90. See the top stocks recommended by analysts >> Apple (AAPL) In a report issued on March 7, William Power from Robert W. Baird reiterated a Buy rating on Apple, with a price target of $300.00. The company’s shares closed last Friday at $257.46, close to its 52-week high of $260.10. According to TipRanks.com, Power is a 5-star analyst with an average return of 15.7% and a 54.4% success rate. Power covers the Technology sector, focusing on stocks such as Zoom Video Communications, Palantir Technologies, and RingCentral. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Apple with a $306.12 average price target, implying a 18.4% upside from current levels. In a report issued on February 26, J.P. Morgan also maintained a Buy rating on the stock with a $325.00 price target. Disclaimer & DisclosureReport an Issue
Premier League clubs voted for the new financial rules in November, during an unprecedented campaign in Europe. A record nine teams qualified for this season - six of them in the Champions League. All nine have made it through to last 16 in their respective competitions, with the round beginning this week. No other league comes close. Spain has six teams active, Germany is on five, with France and...
Premier League clubs voted for the new financial rules in November, during an unprecedented campaign in Europe. A record nine teams qualified for this season - six of them in the Champions League. All nine have made it through to last 16 in their respective competitions, with the round beginning this week. No other league comes close. Spain has six teams active, Germany is on five, with France and Italy on four. When Premier League clubs not in Europe get the additional spending power, Uefa thinks it could increase their ability to attract players. That could result in the weakening of other European teams, and it has the potential to make English football even stronger. Andrea Traveso, Uefa's director of financial sustainability and research, outlined some of the concerns at the Financial Times Business of Football Summit last month. "The Premier League alone now generates a quarter of all European club revenues," he said. "With more spending power on top, this will create tensions in the market. "The objective at Uefa is financial sustainability. The objective at the Premier League is competitiveness." Traveso highlighted how "40% of the top-value players in the world" are at English clubs. "But many are sitting on the bench or, even worse, in the stands," he said. "This is an extraordinary and worrying concentration of talent." Traverso said an "inconsistent application of financial regulations" could make matters worse.
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Microsoft announced the integration of Anthropic’s Claude Cowork AI into its ecosystem, adding another large language model option for enterprise users. Microsoft introduced Microsoft 365 E7, which bundles Copilot, Agent 365, and the existing E5 plan into a new AI focused enterpr...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Microsoft announced the integration of Anthropic’s Claude Cowork AI into its ecosystem, adding another large language model option for enterprise users. Microsoft introduced Microsoft 365 E7, which bundles Copilot, Agent 365, and the existing E5 plan into a new AI focused enterprise suite. Separately, Microsoft revealed Project Helix, a next generation Xbox platform designed to bring Xbox and PC gaming experiences closer together. For investors watching NasdaqGS:MSFT, these updates touch both core productivity software and gaming. Microsoft’s shares trade at $409.41, with a 1 year return of 8.5% and a 3 year return of 65.1%, while the year to date figure shows a 13.4% decline. Over the past week, the stock is up 2.7%, and over the past month it is up 2.1%. This mix of AI centric enterprise products and new console plans highlights where management is focusing product development efforts. As you read on, it can be helpful to consider how expanded AI options, bundled suites, and a new Xbox platform might influence demand across Microsoft’s different business lines. Stay updated on the most important news stories for Microsoft by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Microsoft. NasdaqGS:MSFT Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Microsoft. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$409.41, Microsoft trades about 31% below the consensus analyst target of roughly US$594.62. ⚖️ Simply Wall St Valuation : The shares are described as trading close to estimated fair value, suggesting limited mispricing on that measure. ✅ Recent Momentum: The 30 day return of about 2.1% points to modest positive momentum into these AI and gaming announcements. There is only one way to know the right time to buy, sell or hold Mi...
Volkswagen press release ( VWAGY ): Q4 Revenue of €83.25B (-4.7% Y/Y). Deliveries to customers fell 4.9% to 2.38 million units, contributing to a 4.7% decline in quarterly sales revenue. The company reported 44.6% plunge in the quarterly operating result, which dropped to €3.46 billion from €6.25 billion in the previous year. Net cash flow for the year surged 24.3% to €6.45 billion. The Group ende...
Volkswagen press release ( VWAGY ): Q4 Revenue of €83.25B (-4.7% Y/Y). Deliveries to customers fell 4.9% to 2.38 million units, contributing to a 4.7% decline in quarterly sales revenue. The company reported 44.6% plunge in the quarterly operating result, which dropped to €3.46 billion from €6.25 billion in the previous year. Net cash flow for the year surged 24.3% to €6.45 billion. The Group ended the year with a robust net liquidity position of €34.5 billion. 9.0 million vehicle sales in 2025 on prior-year level. Order intake for vehicles in Europe increased by approx. 13% compared with 2024. The Board of Management and the Supervisory Board will propose a dividend of EUR 5.26 per preferred share and EUR 5.20 per ordinary share for the 2025 fiscal year to the Annual General Meeting in June. Outlook: The Volkswagen Group expects sales revenue in 2026 to develop within a range of 0 and +3 percent compared with the previous year. The Group’s operating return on sales is expected to range between 4.0 and 5.5 percent. In the Automotive Division, the company expects an investment ratio of between 11 and 12 percent in 2026. Net cash flow for the year 2026 is expected to range between EUR 3 billion and EUR 6 billion. Net liquidity in the Automotive Division is expected to range between EUR 32 billion and EUR 34 billion in 2026. The Volkswagen Group continues to pursue its objective of maintaining a solid financing and liquidity policy. More on Volkswagen AG U.S. Supreme Court Tariff Ruling Won't Help Volkswagen Boost Profitability Seeking Alpha’s Quant Rating on Volkswagen AG Historical earnings data for Volkswagen AG Dividend scorecard for Volkswagen AG Financial information for Volkswagen AG