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Buy, Sell or Hold: My View On Microsoft As AI Capex Costs Rise

Microsoft has fallen 20% this year while its AI business accelerates at a triple-digit clip and its commercial backlog swells past half a trillion dollars, which raises an uncomfortable question about whether the market…

Alex Sirois · 4 months ago

These Nvidia-Backed Darlings are Great Dip-Buys, Say Pros

Jensen Huang has been placing bold bets on optical connectivity firms that could define the next chokepoint of the AI race, and a recent market pullback may have just handed investors a rare entry…

Joey Frenette · 4 months ago

Tesla Stock Isn’t Cheap Anymore. Buy, Sell or Hold?

Tesla just posted its strongest earnings inflection in years, yet the stock sits at a valuation that prices in a future most investors have never seen before. The real question is whether that future…

Vandita Jadeja · 4 months ago

Is AI Running Out Of Money?

Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects, and corporate…

Douglas A. McIntyre · 4 months ago

5 Strong Dividend Stocks You Can Buy Right Now

Chasing high yields in mid-2026 is easy. Finding dividends that businesses can actually sustain is the harder problem, and these five names across REITs, midstream, and fintech clear that bar while still offering yields…

Danielle Liverance · 4 months ago