
Palantir, Microsoft, and GitLab all have strong upside from AI.
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Palantir, Microsoft, and GitLab all have strong upside from AI.

The crypto market is enjoying an incredible rally.
September has a reputation for punishing passive investors, but income seekers who own the right monthly payers can keep collecting checks no matter how ugly the broader market gets. Here are five worth considering before the calendar turns.
The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset the narrative, three semiconductor stocks are flashing the kind of entry that rarely shows up twice.
The AI capital cycle already has clear winners, and three US-listed companies have locked in structural advantages most investors are still underestimating. Here is what the revenue data actually reveals about who holds the durable position.

The market liked SpaceX's earnings report.

Musk has total control over the company's future.

The company's shares are now trading in the single digits.

It's going to be challenging for Netflix's stock to continue growing as quickly as it has.

Taiwan Semiconductor is reasonably priced for its growth and market position.

Buffett is already executing this move.

The AI superstar is growing fast, but that does not neccesarily mean a rising stock price.

Rocket Lab is building on its space business and has secured several major defense contracts, providing stability amid its rapid expansion.

All three are also solid "forever" holdings, but the next five years could be particularly exciting as each company bounces back from recent challenges.

In August 2026, NVIDIA announced it had entered into partnerships with Blackstone, Apollo, BlackRock, Brookfield, Goldman Sachs and KKR to create new compute financing platforms that could mobilize over US$500 billion of third-party capital for AI infrastructure across its ecosystem, with final agreements still to be executed. A separate report that month indicated Blackstone was among several global investors evaluating a potential US$1.50 billion to US$2.00 billion acquisition of Indian...

Warren Buffett says many traders are treating the stock market like a casino.

SpaceX's biggest challenge could come from the law of supply and demand.

IonQ, Quantinuum, and Infleqtion look like the three best quantum stocks to buy.

Nike's elevated yield reflects a depressed share price, even as demand for Nike Running is surging.

The top spot first changed hands in 2024, and the gap now runs to hundreds of billions of dollars. A quarter of the biggest index fund sits in five stocks.

The sector is seeing a huge boost in demand that may not slow anytime soon.

RTX's growing backlog is a cornerstone of the investment case for the stock.

The reduction in delivery volumes from its largest customer makes sense, but the market wants to see ongoing margin expansion before it gives it the thumbs up.

When researching these exciting companies, there are two factors that might matter more than anything.

Cash can be attractive in the near term. It usually ends up being a drag on the portfolio in the long term.

AMD and Nvidia are closely linked.

Decisions you make about your 401(k) can have a big effect on your financial security.

Tepper's hedge fund has finally liquidated its position in Lyft and just doubled down on Uber.

The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.
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