Core Viewpoint - Vertiv has significantly outperformed the S&P 500 over the past five years, but smaller AI stocks like Iren may present better investment opportunities due to their higher growth potential [1][2]. Company Performance - Vertiv's stock has increased by 39% over the past year and over 550% in the last five years, driven by investor interest in its liquid cooling solutions for data centers [1]. - In Q3, Vertiv reported a year-over-year revenue growth of 29%, but guidance for Q4 suggests a slowdown with expected growth of 18% to 22% [6]. Comparison with Iren - Iren's stock price has more than quadrupled in the past year, indicating a strong growth trajectory, and it has a market cap of $12 billion compared to Vertiv's $67 billion [2][7]. - Iren is projected to generate $20 billion in annual recurring revenue within five to ten years, supported by a significant deal with Microsoft worth $9.7 billion [3][4]. Revenue Projections - Iren aims for $3.4 billion in annual recurring revenue by the end of 2026, up from $3.1 million in fiscal 2024 and $16.4 million in fiscal 2025 [4]. - Management has indicated expectations of reaching $200 million to $250 million in annual recurring revenue by December 2025, suggesting potential to exceed the $3.4 billion target [5]. Market Dynamics - The smaller market cap of Iren allows for potentially greater stock price movements, which could benefit investors seeking faster growth compared to Vertiv [7].

These stocks are trading at surprisingly discounted valuations.After 60 years at the helm of Berkshire Hathaway, Warren Buffett has stepped down. While in the leadership role, he heavily influenced the holdings of that company, and he typically bought stocks with a holding period of "forever" in mind.Knowing that, investors should assume his influence over Berkshire will be felt for some time to come. Some of those stocks could also soar in 2026, and these two have a good shot at earning market-beating retu ...

One player is perfectly positioned to benefit from the next stage of growth.Artificial intelligence (AI) stocks propelled the stock market to gains over the past three years, and this momentum may be far from over. This is because the AI story isn't a flash in the pan. Instead, the technology, with the promise of revolutionizing how many things are done, is well-positioned to generate long-term growth for companies that develop and use it.The AI market, valued at about $300 billion today, is on track to rea ...

Palantir has posted several years of strong growth in a row.Palantir (PLTR +3.28%) just closed the book on another successful year. Its stock rose 135% in 2025 -- an incredible year. But what makes this rise even more impressive is that it followed up two strong years of performance. In 2024, Palantir's stock rose 341% and in 2023 it was up 167%. That's three straight years of the stock at least doubling, which is a feat that few companies have ever accomplished. If you factor in Palantir's massive size, it ...

The company is a powerhouse in its sector, and has weathered numerous challenges recently.This is the time of year when market professionals and investors alike pore over lists of top analyst stock picks. One big company that appeared in such a lineup was UnitedHealth (UNH +2.03%), and in the process, its shares received a price target boost. That helped lift the stock by 2% on Tuesday. A healthy adjustmentThe UnitedHealth bull in this case is Bernstein SocGen's Lance Wilkes. Tuesday morning before market o ...

The semiconductor bellwether's stock recently got a massive upgrade, pointing toward better times ahead.The past year was rewarding for ASML (ASML +1.26%) investors as shares of the semiconductor equipment supplier shot up 73%. Investors have been buying the Dutch giant's stock hand over fist of late as its order book swelled to meet the fast-growing demand for its advanced chipmaking equipment that's used for making artificial intelligence (AI) chips.Investors may now be wondering if it is a good idea to b ...

Core Insights - Growth stocks have been a significant driver of market performance, outperforming value stocks in eight of the last ten years, often by substantial margins [2] - The rise of artificial intelligence (AI) is expected to further bolster growth and technology stocks over the next decade [2] Growth Stocks and ETFs - Investing in growth stocks through exchange-traded funds (ETFs) is recommended for new investors, as these stocks typically show faster revenue and profit growth than the overall market [1][3] - Growth ETFs allow for a diversified portfolio of top growth stocks and facilitate a dollar-cost averaging investment strategy [3] Specific ETFs - **Vanguard Growth ETF (VUG)**: - Tracks the growth segment of the S&P 500, with over 60% of its holdings in technology stocks, and top three holdings (Apple, Nvidia, Microsoft) making up about one-third of the portfolio [4] - Achieved an average annual return of 17.5% over the past decade and 32.5% over the last three years, with a 19.4% gain in 2025 [5] - **Invesco QQQ Trust (QQQ)**: - Tracks the tech-heavy Nasdaq-100 index and has outperformed the S&P 500 nearly 88% of the time over the last decade [6] - Recorded a 20.8% gain in 2025 and has a 19.3% average annual return over the last ten years [7] - **Global X Artificial Intelligence & Technology ETF (AIQ)**: - Focuses on AI stocks and includes international stocks, with nearly 70% of its portfolio in U.S. stocks [8] - Achieved a 36.4% average annual return over the past three years and was up 32% in 2025 [10] - **Ark Innovation ETF (ARKK)**: - Actively managed by Cathie Wood, focusing on companies with disruptive technology, though it carries more volatility [11] - Delivered a 35.5% return in 2025 and has had yearly returns of 50% or more three times in the past decade [12]

UPS has an exciting long-term growth strategy, but its near-term capital allocation strategy is questionable.The two package delivery giants continue to compete intensively in the marketplace. Still, there's only one winner in terms of stock price performance over recent years, with FedEx (FDX +3.52%) stock outpacing UPS (UPS +3.16%) stock. However, I think UPS is a better long-term buy, but with one important caveat.UPS growth strategyThe company's growth strategy makes sense. Under CEO Carol Tomé, UPS has ...

The new year brought a new person into the CEO's office.The weather might be prohibitively cold and miserable, but it's awfully warm where Camping World (CWH +12.78%) stock has pitched its tent. Investors were cheered by the specialty retailer's awarding of large piles of stock to two of its new leaders. With the morale boost this provided, Camping World's shares rose by nearly 13% across the day. Skin in the gameWith the turn of the year came new leadership at the top of Camping World. High-profile co-foun ...

AI data centers, tight supply, and bullish analyst targets put this chipmaker in focus, today, Jan. 6, 2026.NASDAQ : MUMicron TechnologyToday's Change( 10.13 %) $ 31.61Current Price$ 343.76Key Data PointsMarket Cap$351BDay's Range$ 318.05 - $ 344.5552wk Range$ 61.54 - $ 344.55Volume1.8MAvg Vol26MGross Margin45.56 %Dividend Yield0.15 %Micron Technology (MU +10.13%), a leading memory and storage solutions producer, closed Tuesday at $343.43. It rose 10.02% in today's session and 16.67% in the past five days. ...