Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions. The depth of the ...
The global artificial intelligence ecosystem is forecast to expand 25-fold during the next seven years. With so much money being plowed into AI development, the investment opportunities in this sector ...
Software has been the market’s favorite growth story for more than a decade. But lately, it’s been the market’s punching bag. In a recent MarketBeat conversation, Chaikin Analytics founder Marc ...
The tech rally that powered markets through 2025 is being tested in 2026. In early February, a broad tech selloff hit markets, fueled by various elements, including aggressive artificial intelligence ...
Micron publicly stated the company is "sold out" of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback. SanDisk crushed its latest earnings, which sent the stock ...
Artificial intelligence (AI) is still the leading market theme. There has seldom been a greater investment opportunity than what AI presents, and many companies are slated to produce massive returns ...
Micron is a cyclical stock, but it's enjoying a fantastic cycle right now. Microsoft is a cloud king that's looking historically cheap. Both AI stocks appear to be good picks, but one is more ...
AI is an opportunity, not a threat, for PTC's business model, and growth in its key metric is set to rebound in the near future. The stock's valuation hasn't been this cheap in a decade. When ...
Alphabet's 2026 capex budget blew past Wall Street expectations, doubling its 2025 total. It's a loud statement and pushes back on the idea of an AI bubble. What's at stake? AI applications for ...
Fluence Energy's industrial-scale battery systems deliver the clean, stable power that AI data centers require. Credo Technology's high-speed copper cables match fiber-optic performance at a fraction ...
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