Stock picks

Cisco vs. Broadcom: One Stock Looks Like the Better AI Play

Cisco just posted a networking super cycle quarter while Broadcom reported AI semiconductor numbers that border on absurd, and the two stocks now sit at nearly the same valuation multiple despite wildly different growth trajectories.

Stock picks

Cramer Calls Nvidia a No-Brainer at 17x Forward Earnings — Is He Right?

Larry Fink sees oil potentially collapsing to $40 a barrel, and that geopolitical shift could trigger a massive rotation in the stock market. One tech giant is already positioned to absorb that capital, and its valuation tells a story Wall Street has quietly overlooked.

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