Micah Zimmerman

AI's next big investment opportunity may not be another software company. Instead, it may be these three stocks helping build the physical infrastructure that makes the AI boom possible.

Here are three solid stocks to watch because they offer a mix of recovery potential, steady growth, and defensive stability.

Rocket Lab, AST SpaceMobile, and Redwire offer alternative ways to invest in the growing space infrastructure market.

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.

The chipmaker has a powerful AI growth story, but it also faces fierce competition and has lofty expectations baked into its share price.

September can be a tough month for stocks, but for AI investors looking at Micron and Nvidia, this may be a better time to check the fundamentals than to panic over the calendar.

Costco doesn't need to reinvent retail to overtake the home improvement giants. It just needs to keep doing what has worked so well for its members, warehouses, and bottom line.

Three AI infrastructure stocks -- Astera Labs, Credo Technology, and Vertiv -- are tackling the bottlenecks driving the AI boom and could offer million-dollar upside.

Apple's growth engine is firing on all cylinders, from iPhone and high-margin Services to AI and a massive new product cycle.

Lam Research is entering September with a powerful mix of seasonal strength, AI-driven demand, and accelerating growth across advanced semiconductor manufacturing.

Coca-Cola is a compelling income investment because its modest yield is supported by durable business growth, innovation, and 64 consecutive years of dividend increases.

The real worry should be that extreme AI-driven valuations, concentration, leverage, and circular financing leave the market vulnerable to a sharp correction if growth or profits disappoint.

Despite September's history of weak market performances, AI stocks may outperform this year because the sector has already undergone a major rotation.

Target's sharp 2026 rebound is being driven by a new CEO, heavier investment in stores and merchandise, and faster-growing digital businesses, but the turnaround could be a multi-year effort.

Growth in its energy business is accelerating, and the Cybercab EV and Optimus robot are nearing key milestones.

Amazon is a long-term, dividend-free growth investment whose powerful Prime ecosystem, expanding logistics network, and strategic investments create a massively competitive moat.

Philip Morris has transformed from a declining tobacco play into a higher-margin, smoke-free growth story. Here's why I'm changing my mind on PM.

September may be a historically weak month for stocks, but strong, verifiable AI-related results can still overpower the seasonal headwind.

Netflix's stock has taken a beating, but with the ad business growing and big buybacks underway, this could be a pretty attractive entry point for long-term investors.

Walmart's $1 trillion comeback looks realistic, with strong growth in e-commerce, advertising, memberships, and earnings continuing to reshape the retail giant.