News und Analysen
Forget BigBear.ai: This Cloud Platform Is Quietly Becoming Mission‑Critical for Fortune 500 AI Workloads
Everybody knows that artificial intelligence (AI) requires a lot of data to operate. That's why the recent boom in AI spending has benefited businesses that make data processing chips, data storage
Did Workday Help Signal the SaaS Bottom?
The past year has not been kind to Workday's (NASDAQ: WDAY) share price. The financial and human capital management software company has been one of the poster children for potential artificial
Billionaire Philippe Laffont Has 20% of His Hedge Fund's $39 Billion Portfolio Invested in 3 Clever AI Stocks
Philippe Laffont is one of the best portfolio managers at identifying and investing in major technology trends. His fund company, Coatue Management, invests billions across public and private
Enterprises Are Spending 15% More on Software in 2026, Thanks to AI. Here's How to Profit.
Software stocks have had a tough start to the year as investors worry that artificial intelligence (AI) could reshape the industry. New AI agents can complete tasks on their own and write code
3 Reasons to Buy MercadoLibre Stock Like There's No Tomorrow
If one turns on the news, MercadoLibre (NASDAQ: MELI) stock may look more like a sell than a buy. Cartel violence in Mexico or high inflation in Argentina call into question the stability of the
The Best Trillion-Dollar Stock to Buy Right Now, According to Wall Street
Over the last few years, just a handful of companies have come to dominate the market. Eleven stocks now trade on U.S. exchanges with market caps exceeding $1 trillion, as of this writing. Analysts
G2 Investment Partners Dumped Tower Semiconductor Shares Worth Over $20 Million. Is the Stock a Buy or Sell?
According to an SEC filing dated February 17, 2026, G2 Investment Partners Management LLC reduced its position in Tower Semiconductor (NASDAQ:TSEM) by 215,929 shares. The estimated value of the
Insight Holdings Trims AppFolio as Property Software Faces a More Selective SaaS Market
According to an SEC filing dated February 17, 2026, Insight Holdings Group, LLC reduced its position in AppFolio (NASDAQ:APPF) by 108,050 shares during the fourth quarter of 2025. The quarter-end
1 Unstoppable Stock to Buy Before It Rejoins Nvidia in the $4 Trillion Club
The $4 trillion club is a lonely place. Currently, only Nvidia (NASDAQ: NVDA) is a member. Former members Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) are knocking at the door
Where Will Micron Technology Stock Be in 3 Years?
The past three years have been fantastic for Micron Technology (NASDAQ: MU) investors, as a $1,000 investment made in its shares three years ago is now worth an impressive $7,100. What's worth
The Biggest Bottleneck in AI Isn't Chips Anymore; It's Power. These 2 Stocks Could Soar in 2026.
I've long believed that artificial intelligence (AI)-related infrastructure is the best way for investors to play the growing demand for AI applications. Chipmakers Nvidia and Broadcom, as well as
Prediction: This Will Be Microsoft's Stock Price in 3 Years. (Hint: You're Going to Want to Buy Now)
Microsoft (NASDAQ: MSFT) has sold off heavily over the past few weeks. It's now down nearly 30% from its all-time high, which is a rare sell-off for one of the world's largest and most important
Prediction: This Artificial Intelligence (AI) Stock Will Join Nvidia, Apple, and Alphabet in the $3 Trillion Club Before 2028
As of this writing (Feb. 25), there are only three companies with a market capitalization over $3 trillion: Nvidia, Apple, and Alphabet. Microsoft once boasted a $3 trillion valuation, but over the
2 Growth Stocks to Invest $1,000 in Right Now
For investors looking to put $1,000 toward buying shares in some growth stocks, I suggest they consider businesses with flywheels that help generate the outsized growth. A business flywheel isa
Is Meta Platforms a Buy After AMD Deal?
While Advanced Micro Devices (NASDAQ: AMD) shares were the ones that zoomed higher following its deal with Meta Platforms (NASDAQ: META), the deal is a good one for Meta as well.
As part of the
The Smartest Growth Stock to Buy With $60 Right Now
Artificial intelligence (AI) has been a tailwind for cloud computing companies, which allow their clients to run AI workloads without investing in expensive hardware, and DigitalOcean (NYSE: DOCN)
Is Microsoft the Next Alphabet?
It may seem like an odd question, asking if Microsoft (NASDAQ: MSFT) is the next Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), especially since they are both multitrillion-dollar companies. But I'm not
What are HALO Stocks and Should You Invest in Them This Year?
Artificial intelligence (AI) is beginning to disrupt the economy -- and the stock market -- in a major way. There was a major sell-off in the market, and in tech stocks in particular, on Monday
1 Genius Cybersecurity Stock to Buy On the Dip
Software stocks as a whole have been getting slammed in recent weeks. There's really only one culprit for this mess: Anthropic. Anthropic is a leading company in the generative AI space, and is seen
Want to Invest in AI Like a Billionaire? Here's How One Fund Manager Is Doing It.
Artificial intelligence (AI) investing can take many shapes. While some are buying the fastest-growing stocks they can get their hands on, others are looking at more backdoor plays like utilities
1 Reason to Buy Advanced Micro Devices Stock
Shares of Advanced Micro Devices (NASDAQ: AMD) pulled back to start 2026 and were recently down about 8% year to date, although the stock has recovered. Investors are weighing the stock's high
MercadoLibre Shares Sink. Is the Stock a Buy as Revenue Growth Remains Robust?
Shares of MercadoLibre (NASDAQ: MELI) fell despite the company once again reporting robust revenue growth, as it felt some margin pressure. The Latin American e-commerce company has seen its shares
Warner Bros Discovery Deal: Why Netflix May Have Still Won
In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down how Netflix (NASDAQ: NFLX) may have come out ahead by losing the bidding for Warner Bros Discovery (NASDAQ: WBD) to
Prediction: The AI Capex War Will Create a Clear Winner by the End of 2026
Several big tech companies surprised Wall Street with their fourth-quarter and full-year reports over the past few weeks. It wasn't because of missed earnings or anything like that. It was because
2 Stocks That Could Be Easy Wealth Builders
There are no guarantees in the stock market, but there are stocks that look like no-brainer picks. When a company has massive opportunities and is demonstrating the skills and capabilities to


