Broadcom’s (NASDAQ: AVGO) latest earnings report has sparked a wave of bullish reactions from Wall Street analysts, with consensus centering on the company’s accelerating artificial intelligence (AI) momentum.Notably, Broadcom delivered stronger-than-expected fiscal Q3 results and issued upbeat guidance, sending shares higher in extended trading.The chipmaker posted adjusted earnings of $1.69 per share, above the expected $1.65, while revenue rose 22% year-over-year to $15.96 billion, topping estimates. For ...

I retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I already hold or am considering changing. I prefer to hold positions for the long-term unless there is a compelling reason to sell. I look for investment opportunities without regard to asset class, market cap, secto ...

Accessibility StatementSkip Navigation Rolling NDA submission for zidesamtinib in TKI pre-treated advanced ROS1-positive NSCLC initiated under FDA's RTOR program, with completion on track for the third quarter of 2025 CAMBRIDGE, Mass., Sept. 7, 2025 /PRNewswire/ -- Nuvalent, Inc. (Nasdaq: NUVL), a clinical-stage biopharmaceutical company focused on creating precisely targeted therapies for clinically proven kinase targets in cancer, today presented pivotal data for zidesamtinib, a novel investigational R ...

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside risk). By leveraging market inefficienci ...

TSMC has quietly been one of the biggest AI winners.Taiwan Semiconductor Manufacturing (TSM 3.31%) is not the stock that gets the big headlines when people talk about artificial intelligence (AI). It doesn't design the chips that are powering the AI infrastructure build-out, like Nvidia (NVDA -2.78%) with its graphics processing units (GPUs). But without TSMC's expertise, the AI boom likely would not be possible.What TSMC does do is take all those chip designs and manufacture them at scale. This is somethin ...

These companies are helping build the future, and despite near-term issues, could be much better off in five years.One way to earn strong returns over the long run is to invest in stocks that are leaders or pioneers (or both) in industries experiencing significant growth due to technological progress or other developments. That description applies to PayPal (PYPL -0.29%) and Fiverr (FVRR 1.54%) pretty well. The former is a well-established fintech specialist, while the latter is helping power the expanding ...

The ride-hailing leader is firing on all cylinders.Uber Technologies' (UBER -1.20%) stock rallied nearly 30% over the past 12 months as the S&P 500 advanced less than 20%. The ride-hailing leader outperformed the market as it gained more customers, streamlined its business, and expanded its subscription-based platform.But will Uber's stock stay ahead of the S&P 500 over the next year? Let's review its business model, growth rates, and valuations to find out. What happened to Uber over the past year?In 2020, ...

Kraft Heinz was created via the Warren Buffett-aided merger of Kraft and Heinz, but now, the company is looking to split apart again.Kraft Heinz (KHC 1.17%) is planning on becoming two businesses, which is a somewhat shocking end to what has been an interesting saga. At least one prominent investor isn't pleased with this decision, though.That investor, Warren Buffett, is the CEO of Berkshire Hathaway (BRK.A -1.28%) (BRK.B -1.40%), which happens to be Kraft Heinz's largest shareholder, and his opinion is a ...

Apple dodged a catastrophic blow in the remedies phase of an antitrust lawsuit involving Google-parent Alphabet.Shares of Apple (AAPL -0.16%) have declined 4% this year, making it the second-worst performing member of the "Magnificent Seven." Only Tesla has declined more sharply. But Apple recently caught a big break when a federal judge ruled on remedies in an antitrust lawsuit involving Google-parent Alphabet (GOOGL 1.13%) (GOOG 1.04%).Here's what investors should know. A federal judge rejected the most s ...

Both stocks have been flying high in the past year, but one of them looks like a much better buy right now.The spending on artificial intelligence (AI) software and tools has been picking up momentum at a solid pace of late, and that's not surprising as this technology is expected to deliver terrific productivity gains. According to McKinsey, AI has the potential to deliver $4.4 trillion worth of productivity gains in the long run.Palantir Technologies (PLTR -2.04%) and BigBear.ai (BBAI 0.71%) are two compa ...