2+ hour, 7+ min ago   (394+ words) The Vanguard Information Technology ETF (VGT) has averaged over 23% annual returns over the past decade. Much of VGT's growth has come at the hands of the current AI boom. Over the past decade, information technology (tech) has easily been the…...

6+ hour, 45+ min ago   (360+ words) Salesforce has been aggressively buying back its stock, spending $27.1 billion on repurchases in Q1 alone. The company continued to repurchase and retire shares in Q2. Huge gains for the stock following the company's Q2 report show this was a smart move. Salesforce(NYSE:…...

7+ hour, 58+ min ago   (588+ words) Nvidia and Broadcom are both poised to see strong revenue growth driven by insatiable demand for AI compute power. AMD and Arm Holdings both have big opportunities with CPUs and agentic AI. Marvell is well-positioned in custom chips and optical…...

4+ hour, 43+ min ago   (438+ words) Casey’s recent sell-off makes the stock more interesting to me because the underlying problem looks temporary. Church & Dwight’s ability to buy small brands and scale them gives it a simple, repeatable growth engine. To me, Casey’s is the more interesting…...

6+ hour, 39+ min ago   (383+ words) The CAPE ratio has exceeded 40 for only the second time in history. The stock market looks pricey by historical standards, although today's market is significantly different than previous ones. Rather than selling, investors should stay focused, diversify, and be more…...

5+ hour, 23+ min ago   (775+ words) Nvidia's revenue rose 106% year over year to $96.2 billion in the fiscal second quarter, its fourth quarter in a row of accelerating growth. Management is calling for about 70% revenue growth in fiscal 2028 and says supply, not demand, is what limits that…...

7+ hour, 8+ min ago   (622+ words) Costco's massive scale, coupled with a limited number of stock-keeping units at its warehouses, results in a notable cost advantage. Same-store sales have steadily increased in the past, indicating a resilient business model. Costco stock currently trades 18% below its all-time…...

7+ hour, 11+ min ago   (685+ words) Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have vaulted to new highs, these gains may prove fleeting. Outsize risk-taking by investors has consistently been one of Wall Street’s biggest red flags over the last three decades....

9+ hour, 56+ min ago   (524+ words) As a low-cost entertainment option, Netflix could be a recession winner. Walmart has a solid history of taking share in tough consumer environments. Chewy has a very recession-resistant business that is still growing nicely, and the stock is cheap. If…...

14+ hour, 2+ min ago   (349+ words) BigBear.ai focuses on decision intelligence software for government and defense agencies but faces declining revenue. IonQ is scaling its trapped-ion quantum computing hardware with significant triple-digit revenue growth. Which speculative technology stock is the better choice for your growth…...