In December 1947, physicists at Bell Labs invented the transistor. It changed everything. For decades prior, vacuum tubes powered every computing machine ever built. The hot, fragile, power-hungry glass tubes failed constantly and limited what was possible. The transistor replaced it all, and not gradually. Computing itself suddenly changed. This wasn’t an improvement on the… Read more »
The memory and storage ramp isn’t slowing anytime soon. NVIDIA’s blowout earnings reinforce how the AI boom is accelerating. It is imperative that investors own critical infrastructure leaders. Today, we’ll unpack 2 AI memory stocks with huge upside potential. Last night, guidance from NVIDIA shocked everyone. Q3 revenues are slated to reach a staggering $108B… Read more »
Broadening stock market leadership has been one of our favorite themes this year. As AI stocks chop around, Health Care names are shining. We see that theme lasting. Said simple, Health Care stocks recent outperformance will last through 2027. Let’s unpack why. Health Care keeps making fresh all-time highs even as bubble fears and sticky… Read more »
In NASA’s early days of space flight, there was a problem. Pilots simulated g-forces in centrifuges. At high forces, their bodies sent urgent distress signals. Heart rates spiked, vision narrowed, and they felt crushed. This seemed like a warning to stop. But instruments said otherwise. The centrifuge worked exactly as designed. Training wasn’t about making… Read more »
Fiber optics stocks plunged. Remarkably, this occurred in the face of incredible earnings reports. Don’t fret. It’s an opportunity. Here are 2 oversold optics stocks to buy after the crash. The optical ecosystem is a powerful theme for AI data center buildouts. Lasers create the light. Fiber is the highway. And photonics controls and manipulates… Read more »
In 1972, the CIA quietly funded a program that sounds like science fiction. Physicists Hal Puthoff and Russell Targ at Stanford Research Institute studied an artist named Ingo Swann, who claimed he could perceive distant locations given only geographic coordinates. In 1973, they asked him to describe Jupiter before NASA’s Pioneer 10 flyby. He described… Read more »
Our Chief Investment Strategist, Alec Young, joins Sam Vadas on Schwab Network to break down Thursday’s Everything Rally. Thursday’s “Everything Rally:” Tech’s New Strength Bolsters Stock Market He highlights the expanding breadth of the market as technology, cyclicals and rate-sensitive sectors push stocks to new highs. He also discusses how strong tech earnings, helped by… Read more »
AI won’t stop anytime soon. And that means bad actors are becoming stronger and smarter. Fortunately, you can profit from this booming frontier. There are 2 elite cybersecurity stocks to own in the age of AI. Cyber threats aren’t just limited to hackers in hoodies aiming to steal your passwords. The use of AI allows… Read more »
Healthy bull markets exhibit strong breadth. After chopping around for two months, the S&P 500 hit its 25th all-time high of 2026 last week with broad-based leadership. That’s a signal to look beyond tech stocks as big rotation boosts the S&P 500. Don’t abandon tech…just be open to new opportunities. Earnings momentum is helping tech… Read more »
AI stocks have fallen dramatically. This means it’s time to go bargain hunting. Today we’ll cover 2 photonics stocks to buy on super sale. Last week, multibillion-dollar hedge fund Situational Awareness had to unwind positions. Steep losses on highly levered positions created margin calls. This spiraled into a forced selling event…causing many AI stocks to… Read more »