Active Investing
Active-management perspective, portfolio positioning, and manager commentary.
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The Memory Shortage Wall Street Isn’t Seeing
Chris Wood -
Why Memory Stocks Could Be the Next Big Opportunity
Chris Wood -
AI Is Making Cyberattacks Worse. That’s Great News for Cybersecurity Stocks.
The bad guys never stop. So the cat-and-mouse game between attackers and defenders guarantees a never-ending stream of demand.
Stephen McBride -
AI Is Driving Big Tech Growth. Here’s the Bigger Investor Test
Cloud growth is speeding up, AI demand is rising, and investment remains high. We analyse the latest results from Big Tech's leaders.
Guest Contributor -
AI Spending Is Exploding. Here’s Why the ROI Numbers Are Misleading
Where's the return on investment? That’s the #1 question investors are asking of the big artificial intelligence (AI) spenders right now.
Stephen McBride -
Is Apple Stock a Buy Today? The AI Opportunity—and 3 Risks Investors Can’t Ignore
Apple’s track record of success and its massive installed base of sticky customers have me calling it a buy today for long-term investors.
Chris Wood -
SpaceX's 10% Selloff May Be the Best Buying Opportunity of the Year
The market is wrong to hate SpaceX earnings. This is a buying opportunity. I like what I heard on SpaceX’s earnings call.
Chris Wood -
A $10,000 Nvidia Investment Became $4.4 Million. Is There Still Time to Buy?
Stephen and Chris believe Nvidia is on track to become a $10 trillion company before the end of the decade, possibly by 2028.
PowerAdvice -
When Great Earnings Aren’t Enough: Has Investor Expectations Gone Too Far?
Remember, in those sports the medal is awarded only after the bar is set so high that most can’t jump over it.
Steve Sosnick -
Healthcare Investing Is Entering a New Era
What’s shaping the healthcare sector? Discover key trends, risks and growth opportunities across pharma, biotech and healthcare providers.
Guest Contributor -
SpaceX Is Up 19% Since Its IPO. Here’s Why We’re Not Buying It
SpaceX SPCX jumped 19% after IPOing on Friday, and it’s off to another hot start this morning.
Chris Reilly -
SpaceX Just Became History’s Most Expensive Mega-Cap Stock
Investors are paying nearly 100X sales for the stock. What makes SpaceX worthy of such an eye-watering valuation? Data centers in space.
Stephen McBride
