Aug 20, 2026 by Micah ZimmermanBroadcom vs. AMD vs. Nvidia: Three Different AI Chip Strategies, Three Very Different Valuations. Here's the Metric That Explains the Gap.Nvidia's AI ecosystem gives it an edge in the AI chip trade -- here's how Broadcom and AMD stack up.
Aug 20, 2026 by Micah ZimmermanMark Zuckerberg's Meta Saw Free Cash Flow Plunge 91% to Just $784 Million as AI Spending Ballooned. Here's Why That Should Worry Investors.Meta Platforms' revenue growth is accelerating thanks in part to its AI efforts, but the scale of its infrastructure spending is increasing its long-term financial risk.
Aug 18, 2026 by Micah ZimmermanSatya Nadella Said Microsoft's Own AI Chips Are Driving Up to 40% Efficiency Gains Over Reliance on OpenAI. Here's Why That Matters for Investors.Microsoft's AI bet looks like a strategy to build a scalable, higher-margin AI business on its own technology stack.
Aug 18, 2026 by Micah ZimmermanNvidia vs. Micron: One Sells AI Chips, One Sells the Memory Next to Them. Here's Which Stock Actually Benefits More From the 2026 AI Infrastructure Buildout.Nvidia and Micron are both winning big from the AI infrastructure boom.
Aug 18, 2026 by Micah ZimmermanMeet the Super Semiconductor Stock Crushing Nvidia in 2026Credo and Corning illustrate how the next wave of AI winners will come from companies that make chips and those that build high-speed connectivity and fiber infrastructure.
Aug 18, 2026 by Micah Zimmerman3 Top Dividend Stocks Yielding 3% or More to Buy Right Now for Passive IncomeIf you're looking for passive income you don't have to babysit, these three consumer staples stocks are worth a closer look.
Aug 18, 2026 by Micah ZimmermanWhere Will Qualcomm Stock Be in 5 Years?Qualcomm is evolving from a phone chip company into a major edge-AI platform spanning cars, PCs, robots, and connected devices.
Aug 18, 2026 by Micah ZimmermanOracle Just Raised Its Dividend for a 12th Straight Year to $2 a Share, Even as AI Spending Pressures Free Cash Flow. Is Larry Ellison's Payout Still Safe?Oracle's dividend looks safe today, but its future may depend on whether its massive AI bets pay off.
Aug 18, 2026 by Micah ZimmermanNo Matter What Happens to the Market, These 3 Dividend Stocks Belong in Your PortfolioLooking for dependable dividend stocks? Here are three tickers that could be steady anchors for a long-term portfolio.
Aug 18, 2026 by Micah ZimmermanServiceNow vs. Palantir: Both Sell AI SaaS Platforms to Governments and Enterprises. Here's the Number That Actually Separates Their Growth Rates.ServiceNow offers more proven, durable growth, while Palantir offers much higher growth potential.
Aug 18, 2026 by Micah ZimmermanDomino's Pizza Trades at Just 20.1x Times Earnings -- Its Lowest Valuation in Nearly a Decade. There's Only 2 Explanations for Why Domino's Is This Cheap.Domino's is cheap because investors fear slowing demand and the impact of GLP-1 drugs, but that pessimism could create upside if growth holds up.
Aug 18, 2026 by Micah ZimmermanBloom Energy Says It Has Visibility on 25 Gigawatts of Deployments. Here's What That Would Be Worth.Management thinks AI's growing electricity needs can turn its fuel-cell technology into a multibillion-dollar power platform.
Aug 17, 2026 by Micah ZimmermanAmazon's Stake in Anthropic Is Now Big Enough to Move Its Earnings. Here's How That Compares to Alphabet's Stake in SpaceX.Amazon and Alphabet are benefiting from their massive investments in AI and space companies, but those investments come with greater exposure to private-market valuations and liquidity constraints.
Aug 17, 2026 by Micah ZimmermanNebius's Revenue Is Forecast to Roughly Quadruple Year Over Year. Here's Why Analysts Are Still Debating Whether That's Enough to Justify the Stock.Nebius is one of the fastest-growing businesses in AI infrastructure, but it's pricey.
Aug 17, 2026 by Micah ZimmermanMicron's AI Boom Is a Utility Story Too. Here's the Power Angle Wall Street Isn't Pricing In.Micron's AI boom is only part of the story. If you follow the power, you may find the next group of overlooked AI winners.
Aug 17, 2026 by Micah ZimmermanGot $200? 1 Quantum Computing ETF to Buy Right Now.This ETF is a diversified way to bet on the future of quantum computing and AI without picking a single winner.
Aug 17, 2026 by Micah Zimmerman3 Nuclear Stocks With Real Revenue vs. 3 That Are Still Pre-Revenue. Here's Where the Money Actually Is.Nuclear is booming, and the smartest money may be flowing to the companies already selling the power, equipment, and fuel.
Aug 16, 2026 by Micah ZimmermanShould Investors Be Concerned that Costco Stock Trades at Over 40 Times Forward Earnings?Costco's valuation looks expensive, but its business keeps delivering.
Aug 16, 2026 by Micah Zimmerman1 Growth Stock Trading at More Than Half Off Its Peak Could Turn $500 Into $2,000 by 2027Lululemon's stock has taken a major hit, but its strong brand and remaining growth opportunities could create significant upside if the company successfully gets back on track.
Aug 15, 2026 by Micah ZimmermanPrediction: Costco Will Beat the S&P 500 AgainCostco's membership model and consistent growth make it a strong investment candidate, but its high valuation leaves little room for disappointment.
