U.S. President Donald Trump speaks to the media as he departs the White House for Florida, in Washington, D.C., U.S., March 20, 2026. Nathan Howard | Reuters U.S. President Donald Trump on Saturday threatened to send federal immigration agents to U.S. airports unless congressional Democrats immediately agree to fund the Department of Homeland Security. "I will move our brilliant and patriot...
U.S. President Donald Trump speaks to the media as he departs the White House for Florida, in Washington, D.C., U.S., March 20, 2026. Nathan Howard | Reuters U.S. President Donald Trump on Saturday threatened to send federal immigration agents to U.S. airports unless congressional Democrats immediately agree to fund the Department of Homeland Security. "I will move our brilliant and patriotic ICE Agents to the Airports where they will do Security like no one has ever seen before," Trump wrote in a Truth Social post . The Trump administration has faced heavy criticism for aggressive deportation tactics by Immigration and Customs Enforcement and Border Patrol agents. Trump claimed ICE agents handling airport security would arrest immigrants who are in the U.S. illegally, specifically targeting individuals from Somalia. In a separate post later in the day, Trump said he plans to move ICE agents into airports as soon as Monday, telling them to "GET READY." "I look forward to moving ICE in on Monday, and have already told them to, 'GET READY.' NO MORE WAITING, NO MORE GAMES!" he wrote. The White House and the DHS did not immediately respond to CNBC's requests for comment. A bipartisan group of senators met with DHS border czar Tom Homan last night to discuss additional immigration enforcement concessions made by the White House on Friday in an attempt to end the shutdown, POLITICO reported , citing lawmakers in attendance. The Senate is in session Saturday and Sunday, working on other legislative issues, but it is unclear whether further talks or a vote on the new DHS funding proposal will take place. The DHS shutdown has been less disruptive than last year's record-long government shutdown. But since much of DHS is considered essential, employees are required to work without pay. The effects of the funding lapse and lack of pay are being felt at U.S. airports, where Transportation Security Administration agents are quitting or calling out sick. DHS employees...
Trevor Milton Is Back And Wants To Produce AI Powered "Fully Autonomous Corporate Jets" Trevor Milton, founder and former CEO of the now-bankrupt Nikola, is trying to mount a "comeback story". Through social media, interviews, and bold public claims, Milton once convinced investors that Nikola was on the verge of delivering breakthrough technology with trucks. Now he's going to attempt the same in...
Trevor Milton Is Back And Wants To Produce AI Powered "Fully Autonomous Corporate Jets" Trevor Milton, founder and former CEO of the now-bankrupt Nikola, is trying to mount a "comeback story". Through social media, interviews, and bold public claims, Milton once convinced investors that Nikola was on the verge of delivering breakthrough technology with trucks. Now he's going to attempt the same in the aircraft business, according to a new report from the Wall Street Journal. He has reemerged in the aviation sector through his involvement with SyberJet, a company focused on developing a small business jet known as the SJ30. The aircraft itself is not new; its design dates back decades and has changed hands multiple times through bankruptcies and restructurings. SyberJet acquired the program and has since promoted plans to bring the jet into full-scale production, emphasizing its speed, range, and efficiency relative to competitors in the light jet category. Milton’s involvement has drawn attention because it places him back in a leadership context tied to capital-intensive, technology-driven manufacturing—an environment similar to the one in which he previously operated. SyberJet’s core asset, the SJ30, is designed to fly faster and higher than many comparable business jets, with a focus on long range and fuel efficiency. The aircraft has received FAA certification in the past, but production has been limited, and the program has faced persistent financial and operational hurdles. The company’s current strategy centers on securing sufficient funding and industrial capacity to restart manufacturing and deliver aircraft to customers. The company has also outlined ambitions to expand beyond the existing SJ30 platform, including potential future aircraft development and broader participation in the private aviation market. These plans depend heavily on capital access, supply chain execution, and the ability to convert interest into firm orders—challenges that have histor...
Key Points Chevron has demonstrated a multi-decade commitment to increasingly rewarding shareholders. Diamondback's operations are insulated from international conflict, and it offers investors a combination of a growing base dividend, opportunistic share repurchases, and variable dividends. 10 stocks we like better than Chevron › The market volatility stemming from the conflict in Iran is enough ...
Key Points Chevron has demonstrated a multi-decade commitment to increasingly rewarding shareholders. Diamondback's operations are insulated from international conflict, and it offers investors a combination of a growing base dividend, opportunistic share repurchases, and variable dividends. 10 stocks we like better than Chevron › The market volatility stemming from the conflict in Iran is enough to rattle the nerves of even the most experienced investors. While some are fleeing to gold investments to fortify their portfolios, there are better opportunities than the precious metal. With energy prices elevated right now, oil dividend stocks, for example, represent excellent choices. Those committed to digging through the oil patch for a passive income investment don't need to look much further than these oil dividend stocks that two Fool.com contributors recognize as great opportunities right now. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A multi-decade history of hiking its dividend makes this energy stalwart a great consideration Scott Levine (Chevron): While the 3.6% forward dividend yield is certainly nothing to sneeze at, this one figure belies another number that speaks a lot louder to the Chevron (NYSE: CVX) stock's allure as a passive income investment: the multi-decade dividend increase streak. For 39 consecutive years, Chevron has maintained annual dividend increases, a feat few companies can claim, let alone energy stocks. Over the past four decades, there have been booms and busts in energy prices, and all the while, Chevron has continued to raise its dividend. This achievement speaks to management's prowess in maintaining its financial health during periods of lower energy prices. Of course, it's not simply that the company has achieved a 39-year streak of hiking its dividend hig...
"Yeah, sorry about that," Timberlake responds. When asked if the vehicle he's driving, a grey BMW, is his own car, Timberlake answers that it's a rental he's using for a few days. The officer then asks if he is visiting and Timberlake says he is on tour.
"Yeah, sorry about that," Timberlake responds. When asked if the vehicle he's driving, a grey BMW, is his own car, Timberlake answers that it's a rental he's using for a few days. The officer then asks if he is visiting and Timberlake says he is on tour.
When Cramer pushed back with, “why not do more with more, rather than more with less?” Huang's framework was clear: it's a leadership failure, not a technology constraint. The companies cutting jobs aren't being forced to do so by AI's limits. They're choosing to harvest short-term cost savings instead of investing in growth. In his view, that's a failure of vision. Now consider who has been doing...
When Cramer pushed back with, “why not do more with more, rather than more with less?” Huang's framework was clear: it's a leadership failure, not a technology constraint. The companies cutting jobs aren't being forced to do so by AI's limits. They're choosing to harvest short-term cost savings instead of investing in growth. In his view, that's a failure of vision. Now consider who has been doing exactly that. Meta (NASDAQ: META) is reportedly preparing to hand out pink slips to roughly 15,000 employees, around 20% of its global workforce, even as it doubles its AI budget to $135 billion in 2026. Amazon (NASDAQ: AMZN) eliminated 16,000 corporate roles in January, explicitly citing AI and automation as the efficiency engine behind the cuts (1). And Microsoft (NASDAQ: MSFT) quietly cut more than 15,000 positions throughout 2025, about 7% of its global headcount, while committing $80 billion to AI infrastructure, with CEO Satya Nadella himself warning that 2026 could be "messy" as the industry shifts from AI demos to actual integration (2). Read that again. The CEO of the company selling AI chips to virtually every major technology company on earth just told Jim Cramer on live television that executives who respond to AI breakthroughs by cutting headcount are, in his view, simply out of ideas. They can't imagine a bigger future, so they settle for a cheaper present. "Because you're out of imagination. For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do, they have no reason to imagine greater than they are then when they have more capability, they don't do more,” he said. Turning 50 with $0 saved for retirement? Most people don’t realize they’re actually just entering their prime earning decade. Here are 6 ways to catch up fast Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here’s what it is and the simple steps to fix it ASAP Thanks to Je...
Quantum computing stands to become a lucrative investment field due to its massive upside potential. Some investors are looking at this field like it's their second chance of investing in Nvidia, a stock that turned a $10,000 investment a decade ago into more than $2 million today. One stock I've got my eye on is IonQ (IONQ 2.10%), which looks like the current leader in this industry. I'm bullish ...
Quantum computing stands to become a lucrative investment field due to its massive upside potential. Some investors are looking at this field like it's their second chance of investing in Nvidia, a stock that turned a $10,000 investment a decade ago into more than $2 million today. One stock I've got my eye on is IonQ (IONQ 2.10%), which looks like the current leader in this industry. I'm bullish on its outlook, but I'm also cautious due to the unknown nature of this industry. Quantum computing is still being sorted out There isn't a one-size-fits-all approach in the quantum computing world. There are several ways to approach the technology, and IonQ is taking a somewhat unique approach. Its trapped ion technology is different from the superconducting technology normally used in quantum computing, but it's yielding impressive results. IonQ's accuracy score is the best in the world, and its success stems from the architecture used in the quantum computer. Clients are recognizing this success, and IonQ is generating the most revenue out of any of the quantum computing pure plays. In the fourth quarter, IonQ's revenue rose 429% year over year to $62 million. While not all of this revenue comes from system sales, it is generating some revenue from early-stage systems being used in research. Next year, IonQ expects to realize about $235 million in revenue, up from $130 million this year. That's huge growth and shows how the industry is starting to come around to the idea of utilizing quantum computing. It also shows the technology is progressing enough to be useful in research applications -- a gateway to commercial use. Expand NYSE : IONQ IonQ Today's Change ( -2.10 %) $ -0.67 Current Price $ 31.23 Key Data Points Market Cap $11B Day's Range $ 30.50 - $ 32.24 52wk Range $ 18.81 - $ 84.64 Volume 810K Avg Vol 21M Gross Margin -2267.11 % It will take some time for the quantum computing market to develop, but by 2035, McKinsey & Company believes it will be a huge market. Th...
Key Points Apollo will invest $1 billion into a new joint venture with Realty Income. The deal will provide the REIT with non-dilutive equity capital to invest in new properties. It's the latest in a string of strategic partnerships aimed at enhancing its growth prospects. 10 stocks we like better than Realty Income › Realty Income (NYSE: O) has become the real estate partner to the world's leadin...
Key Points Apollo will invest $1 billion into a new joint venture with Realty Income. The deal will provide the REIT with non-dilutive equity capital to invest in new properties. It's the latest in a string of strategic partnerships aimed at enhancing its growth prospects. 10 stocks we like better than Realty Income › Realty Income (NYSE: O) has become the real estate partner to the world's leading companies. The real estate investment trust (REIT) has traditionally done so by forming win-win partnerships with companies that own real estate, acquiring their properties through sale-leaseback transactions. The company has also formed several strategic investment partnerships in recent years. The REIT recently announced its latest strategic real estate investment partnership by forming a $1 billion joint venture (JV) with Apollo (NYSE: APO). Here's a look at whether these partnerships make the top monthly dividend stock a buy. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A $1 billion partnership Realty Income is forming a new JV with Apollo-managed funds. The alternative investment manager will provide $1 billion to Realty Income to acquire a 49% interest in a diversified portfolio of single-tenant retail properties secured by long-term net leases. The portfolio will provide the Apollo-managed funds with stable, contractual cash flows. Realty Income will manage the portfolio under a long-term management agreement. The initial 500-property portfolio has a weighted-average lease term of 9.1 years and annual lease escalators of approximately 1%. The portfolio features a mix of tenants, including dollar stores (9.9% of rent), quick-service restaurants (8.3%), drug stores (7.9%), grocery stores (7.7%), and health and fitness properties (7.5%). The initial $1 billion investment by Apollo is likely only ...
Salesforce, Inc. (NYSE:CRM) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 16, Salesforce, Inc. (NYSE:CRM) announced a partnership with NVIDIA Corporation (NASDAQ:NVDA) to use its Agentforce platform and NVIDIA’s Nemotron models to bring AI agents into enterprise business workflows. This partnership connects Salesforce, Inc.’s (NYSE:CRM) Agentforce platform with NVIDIA’s Ag...
Salesforce, Inc. (NYSE:CRM) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 16, Salesforce, Inc. (NYSE:CRM) announced a partnership with NVIDIA Corporation (NASDAQ:NVDA) to use its Agentforce platform and NVIDIA’s Nemotron models to bring AI agents into enterprise business workflows. This partnership connects Salesforce, Inc.’s (NYSE:CRM) Agentforce platform with NVIDIA’s Agent Toolkit, making it possible to use AI agents in both regulated and on-premises environments. This will give employees access to AI agents through Slack, while still keeping strong data governance and compliance standards in place. Salesforce (CRM) Partners with NVIDIA for AI Agents in Enterprise Business Workflows According to the report, NVIDIA Nemotron 3 Nano has been added to Agentforce. This model features a 1 million token context window, allowing agents to process long customer histories and complex workflows. Nemotron 3 Nano uses a Mixture of Experts design, which helps lower computing costs in multi-step agent operations. The system uses Slack as a coordination layer. Slackbot receives user requests, activates Agentforce workflows, and manages agent actions across enterprise systems. Users will be able to simply send requests in Slack, which would trigger Agentforce workflows. Data will be processed through Nemotron models and actions will be completed across connected business systems. Salesforce, Inc. (NYSE:CRM) is a leading American AI cloud-based software company that specializes in customer relationship management (CRM) solutions. The company offers software, tools, services, and applications for sales, customer service, marketing, e-commerce, and analytics. While we acknowledge the potential of CRM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our ...
James J. Savina , Executive Vice President and General Counsel of Travel + Leisure Co. (TNL 1.95%), reported the sale of 31,596 shares of common stock in a direct open-market transaction on March 17, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 31,596 Transaction value ~$2.2 million Post-transaction shares (direct) 0 Post-transaction value (direct o...
James J. Savina , Executive Vice President and General Counsel of Travel + Leisure Co. (TNL 1.95%), reported the sale of 31,596 shares of common stock in a direct open-market transaction on March 17, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 31,596 Transaction value ~$2.2 million Post-transaction shares (direct) 0 Post-transaction value (direct ownership) ~$0 Transaction value based on SEC Form 4 weighted average purchase price ($70.38). Key questions How does the size of this sale compare to Savina's recent insider transactions? This transaction matches the largest single direct open-market sale by Savina on record, equaling the most recent median sale size of 31,596 shares in the period since March 2025. This transaction matches the largest single direct open-market sale by Savina on record, equaling the most recent median sale size of 31,596 shares in the period since March 2025. What is the impact on the insider’s ownership position? Direct ownership in Travel + Leisure Co. common stock fell from 31,596 shares to zero, with no remaining indirect or derivative holdings disclosed. However, he retained 46,980 restricted stock units after the sale. Direct ownership in Travel + Leisure Co. common stock fell from 31,596 shares to zero, with no remaining indirect or derivative holdings disclosed. However, he retained 46,980 restricted stock units after the sale. Is this transaction consistent with past selling patterns? Since March of last year, sales have accelerated as remaining available shares declined, culminating in this complete disposition of direct holdings as of March 17, 2026. Since March of last year, sales have accelerated as remaining available shares declined, culminating in this complete disposition of direct holdings as of March 17, 2026. What was the market context around the transaction date? The shares were sold at a weighted average price of around $70.38 per share, with the stock priced at $69.86...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 11, RBC Capital reiterated its Outperform rating on Microsoft Corporation (NASDAQ:MSFT) with a price target of $640 on the stock. Earlier, on March 5, Jefferies also reiterated its Buy rating on Microsoft Corporation (NASDAQ:MSFT) with a price target of $675 after meeting with the company’s h...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 11, RBC Capital reiterated its Outperform rating on Microsoft Corporation (NASDAQ:MSFT) with a price target of $640 on the stock. Earlier, on March 5, Jefferies also reiterated its Buy rating on Microsoft Corporation (NASDAQ:MSFT) with a price target of $675 after meeting with the company’s head of investor relations. Jefferies pointed to the company’s end-to-end platform that combines Azure and Microsoft 365 (M365), which helps bring enterprise AI spending together. Microsoft Corporation (NASDAQ:MSFT) already supports more than 450 million paid M365 users with its enterprise distribution network. RBC Capital and Jefferies Keep Bullish Ratings on Microsoft (MSFT) Jefferies highlighted that AI is increasing the total addressable market for M365. The firm also noted that AI margins are improving faster than cloud did at a similar stage. Additionally, Jefferies pointed out that Microsoft Corporation (NASDAQ:MSFT) can make money from its infrastructure no matter which AI model or agent wins. The research firm said that the company has a model-agnostic strategy, focusing on controlling the platform where models are deployed, governed, and monetized. According to Jefferies, Microsoft Corporation’s (NASDAQ:MSFT) full-stack AI solution, including governance, is attractive to chief information officers. The firm also highlighted that Microsoft Corporation (NASDAQ:MSFT) is trading at about 21 times its expected EPS for fiscal year 2027, which is lower than its 10-year average of 23.5 times. Microsoft Corporation (NASDAQ:MSFT) is an American technology company that specializes in AI-powered cloud, productivity, and business solutions. The company develops and markets software, services, and hardware. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for a...
Key Points ENAVATE Added 157,800 shares of Zenas BioPharma worth an estimated $5.19 million (based on quarterly average price). The quarter-end position value increased by $58.80 million, reflecting both trading and stock price movement. The transaction represented a 1.02% change relative to the fund’s $506.78 million 13F reportable assets under management. After the trade, ENAVATE held 3,919,159 ...
Key Points ENAVATE Added 157,800 shares of Zenas BioPharma worth an estimated $5.19 million (based on quarterly average price). The quarter-end position value increased by $58.80 million, reflecting both trading and stock price movement. The transaction represented a 1.02% change relative to the fund’s $506.78 million 13F reportable assets under management. After the trade, ENAVATE held 3,919,159 shares of Zenas BioPharma valued at $142.30 million at quarter-end. Zenas BioPharma now accounts for 28.08% of reported AUM, making it the fund's largest holding. 10 stocks we like better than Zenas BioPharma › On February 17, 2026, ENAVATE Sciences GP, LLC disclosed a buy of 157,800 shares of Zenas BioPharma (NASDAQ:ZBIO), an estimated $5.19 million trade based on quarterly average pricing. ENAVATE Sciences added 157,800 shares of Zenas BioPharma, an estimated $5.19 million trade based on quarterly average pricing. The quarter-end value of the Zenas BioPharma position increased by approximately $58.80 million, reflecting both the share purchase and stock price movement during the quarter. The transaction represented a 1.02% change relative to ENAVATE's $506.78 million in 13F reportable AUM. After the trade, ENAVATE held 3,919,159 shares of Zenas BioPharma valued at $142.30 million at quarter-end. Zenas BioPharma now accounts for 28.08% of ENAVATE's reportable AUM, making it the fund's largest holding. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, ENAVATE Sciences GP, LLC increased its holding in Zenas BioPharma by 157,800 shares during the quarter. The estimated transaction value is approximately $5.19 million, calculated using the average closing price for the quarter. The quarter-end value of the stake rose by $58.80 million, a figure that reflects both the share purchase and price appreciation. What else to know This was a buy, bringing the Zenas BioPharma position to 28.1% of the fund’s 13F reportable AUM as of De...
Amazon.com, Inc. (NASDAQ:AMZN) is one of Harvard University’s top AI stock picks. On March 6, Amazon.com, Inc. (NASDAQ:AMZN)'s cloud unit, Amazon Web Services, inked a new multiyear strategic agreement with Sailpoint, a leader in enterprise identity security. Amazon.com Inc. (AMZN) AWS Taps SailPoint to Develop Governance Solutions for AI Agents christian-wiediger-rymh7EZPqRs-unsplash The two are ...
Amazon.com, Inc. (NASDAQ:AMZN) is one of Harvard University’s top AI stock picks. On March 6, Amazon.com, Inc. (NASDAQ:AMZN)'s cloud unit, Amazon Web Services, inked a new multiyear strategic agreement with Sailpoint, a leader in enterprise identity security. Amazon.com Inc. (AMZN) AWS Taps SailPoint to Develop Governance Solutions for AI Agents christian-wiediger-rymh7EZPqRs-unsplash The two are joining forces as part of a long-standing relationship to develop a unified governance layer to manage all identities, human and non-human. The ultimate goal is to develop identity governance solutions for AI agents. In return, the partnership will establish SailPoint as the preferred governance solution for AI builds on AWS. SailPoint and AWS will also work on a complete lifecycle governance for all identities and an automated policy implementation. In addition, Sailpoint is to integrate with AWS AgentCore via Bedrock AgentCore by discovering AI agents. The integration and deployments should result in new market routes and accelerate customer adoption of the modern identity platform. “As customers build transformative new experiences, they need a trusted framework for security and governance. This collaboration brings together SailPoint’s leadership in identity with the power of AWS, enabling our customers to confidently deploy and scale their AI agents,” said Keshav Narsipur, VP, AWS Identity and Access Management, Cloud Governance and Infrastructure as Code, AWS. Amazon.com Inc. (NASDAQ:AMZN) is deeply integrated into the artificial intelligence landscape, focusing on three main areas: providing cloud-based AI tools for businesses (AWS), enhancing consumer experiences (Alexa/Retail), and automating logistics. Amazon’s strategy centers on making AI accessible to developers and businesses while leveraging generative AI across its vast ecosystem. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carr...
Finding the ultimate artificial intelligence (AI) investment isn't easy. However, I think Taiwan Semiconductor Manufacturing (TSM 2.79%) is about as close to that description as it gets. Taiwan Semiconductor has positioned itself nicely to succeed in the current market environment, and it's slated to cash in on all of the AI spending. I've got three reasons why Taiwan Semiconductor (also known as ...
Finding the ultimate artificial intelligence (AI) investment isn't easy. However, I think Taiwan Semiconductor Manufacturing (TSM 2.79%) is about as close to that description as it gets. Taiwan Semiconductor has positioned itself nicely to succeed in the current market environment, and it's slated to cash in on all of the AI spending. I've got three reasons why Taiwan Semiconductor (also known as TSMC) is the ultimate way to invest in AI, and all of them add up to make it a great investment pick. 1. Taiwan Semiconductor doesn't care whose chip designs are being used While there is a lot of debate about whether Nvidia can sustain its lead or if Broadcom or Advanced Micro Devices can sneak up and capture some of it, the reality is that Taiwan Semiconductor will be the primary chip fabricator regardless of which company's computing units are most popular. This is an excellent position to be in, as the only thing Taiwan Semiconductor is concerned about is AI hyperscalers spending more and more money on chips. And several projections point to this cohort doing exactly that. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -2.79 %) $ -9.46 Current Price $ 329.33 Key Data Points Market Cap $1.7T Day's Range $ 325.90 - $ 337.49 52wk Range $ 134.25 - $ 390.20 Volume 660K Avg Vol 13M Gross Margin 58.73 % Dividend Yield 1.02 % While the big four AI hyperscalers are expected to spend around $650 billion in capital expenditures this year, there are several other businesses that are also spending big. It also doesn't include other regions like China or Europe. There is a massive AI market already, but it's only expected to get bigger. McKinsey & Company estimates that by 2030, about $7 trillion will be spent building out data centers for AI. Taiwan Semiconductor will be a major chip supplier for a large part of that spending, making it a top way to invest in AI expansion. 2. Taiwan Semiconductor's growth projections are incredible Taiwan Semiconductor also ha...
Key Points Taiwan Semiconductor is a key chip supplier to all major hardware players. Management believes AI chip growth will last for multiple years. The dominant chip foundry is expanding beyond Taiwan to other regions. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Finding the ultimate artificial intelligence (AI) investment isn't easy. However, I think Taiwan Semiconductor ...
Key Points Taiwan Semiconductor is a key chip supplier to all major hardware players. Management believes AI chip growth will last for multiple years. The dominant chip foundry is expanding beyond Taiwan to other regions. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Finding the ultimate artificial intelligence (AI) investment isn't easy. However, I think Taiwan Semiconductor Manufacturing (NYSE: TSM) is about as close to that description as it gets. Taiwan Semiconductor has positioned itself nicely to succeed in the current market environment, and it's slated to cash in on all of the AI spending. I've got three reasons why Taiwan Semiconductor (also known as TSMC) is the ultimate way to invest in AI, and all of them add up to make it a great investment pick. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Taiwan Semiconductor doesn't care whose chip designs are being used While there is a lot of debate about whether Nvidia can sustain its lead or if Broadcom or Advanced Micro Devices can sneak up and capture some of it, the reality is that Taiwan Semiconductor will be the primary chip fabricator regardless of which company's computing units are most popular. This is an excellent position to be in, as the only thing Taiwan Semiconductor is concerned about is AI hyperscalers spending more and more money on chips. And several projections point to this cohort doing exactly that. While the big four AI hyperscalers are expected to spend around $650 billion in capital expenditures this year, there are several other businesses that are also spending big. It also doesn't include other regions like China or Europe. There is a massive AI market already, but it's only expected to get bigger. McKinsey & Company estimates that by 2030, about $7 trillion will be spent building out data c...
Sundry Photography/iStock Editorial via Getty Images Shares of Micron Technology ( MU ) slipped later this week even as the memory producer reported better-than-expected Q2 results and projected an outlook for fiscal Q3 2026 that significantly beat Wall Street's estimates on Wednesday. With shares of the Boise, Idaho-based tech firm taking a breather this year following over a 200% jump in 2025, S...
Sundry Photography/iStock Editorial via Getty Images Shares of Micron Technology ( MU ) slipped later this week even as the memory producer reported better-than-expected Q2 results and projected an outlook for fiscal Q3 2026 that significantly beat Wall Street's estimates on Wednesday. With shares of the Boise, Idaho-based tech firm taking a breather this year following over a 200% jump in 2025, Seeking Alpha analysts reviewed their ratings on Micron ( MU ) in reaction to the post-earnings dip. The Bulls “Micron reported explosive growth driven primarily by pricing, with DRAM prices up mid-60% and NAND prices rising high-70% year-over-year,” wrote SA analyst Yiannis Zourmpanos in “Micron Is Rewriting The Memory Cycle.” “Despite strong fundamentals, Micron trades at just 7.9x FY 2026 EPS and 4.8x FY 2027 EPS, reflecting persistent market skepticism.” “The Data Center market, which is in hot pursuit of graphics processing units as well as high bandwidth memory, is booming and has led Micron to report a near-tripling of its revenues in the second fiscal quarter,” added SA analyst The Asian Investor in “Micron: HBM Leads To Profit Explosion.” “Shares of Micron dropped ~7% after the earnings report, likely due to investor fears about margins topping out, but the business setup is very strong right now.” “MU's Q3 guidance is extraordinary: revenue forecast at $33.5B and EPS at $19.15, both dramatically above Street expectations, with gross margin outlook at 81%,” opined StockBros Research in “Micron Just Smashed Estimates - Buy The Dip.” “Despite cyclical risks and post-earnings volatility, MU stock's valuation remains attractive, with strong momentum, profitability, and upward EPS/revenue revisions supporting a Buy rating.” “Micron Technology, Inc. delivered a spectacular earnings beat, with revenue tripling year-over-year and gross margin reaching 74.9%, driven by surging memory chip prices,” noted SA analyst Julia Ostian in “Micron's $33B Guidance: The Shortage Is Just...
Alphabet stock (NASDAQ:GOOGL) is one of Harvard University’s top AI stock picks. On March 13, analysts at Needham reiterated that heightened generative artificial intelligence investments represent Alphabet’s (NASDAQ:GOOGL) highest return on invested capital, measured by free cash flow. Needham Confident of Alphabet stock (GOOGL) Free cash Flow Generation Capabilities amid AI Disruption The resear...
Alphabet stock (NASDAQ:GOOGL) is one of Harvard University’s top AI stock picks. On March 13, analysts at Needham reiterated that heightened generative artificial intelligence investments represent Alphabet’s (NASDAQ:GOOGL) highest return on invested capital, measured by free cash flow. Needham Confident of Alphabet stock (GOOGL) Free cash Flow Generation Capabilities amid AI Disruption The research firm expects the tech giant to self-fund its capital expenditures between 2025 and 2028, thanks to its solid free cash flow. Consequently, Needham has reiterated a Buy rating on Alphabet stock with a $400 price target. According to the research firm, the tech giant is well-positioned to generate significant free cash flows if generative AI proves non-disruptive. Generative AI execution risks at the tech giant are the lowest among hyperscalers since it has proved it can transition its lucrative search link business to AI answers and overviews. The remarks come on Google completing the acquisition of the cloud and artificial intelligence security platform Wiz. It plans to integrate it with Google Cloud while retaining its brand and serving customers across all major cloud providers. Alphabet stock (NASDAQ:GOOGL) is a dominant leader in artificial intelligence, leveraging a full-stack approach spanning hardware infrastructure, foundational research, and widespread consumer/enterprise applications. Through its subsidiary Google, Alphabet embeds AI into its core products, including Search, YouTube, Android, and Cloud, while driving cutting-edge research through its DeepMind division. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Yea...