Stocks To Buy

Here's the thing about the stock market: sometimes a single sentence can erase an entire quarter of mediocrity. That's exactly what happened to Qualcomm on Thursday when the chipmaker casually dropped that it's making custom silicon for a "leading hyperscaler"—and investors collectively lost their minds. The stock jumped 20% intraday. Twenty percent. For a vague announcement about a mystery customer. If that doesn't tell you something about how desperate the market is for AI-related wins, I don't know what does. Let's break ...
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Remember when AI was just a chatbot that could write your emails? Yeah, those days are over. Now we're talking about agentic AI—basically AI systems that can actually *do stuff* without you holding their hand. They can make decisions, execute workflows, and handle complex tasks with minimal human supervision. Think of them as the difference between having a really smart intern who needs constant direction versus one who just gets things done. And guess where this technology is making the biggest ...
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Here's the thing about earnings season: sometimes the actual numbers don't matter nearly as much as the *vibes*. And Qualcomm just proved that point spectacularly. The chipmaker's stock rocketed 20% during Thursday's trading session—at one point hitting a 16% gain by midday—all because of three magic words: "custom silicon engagement." Translation: Qualcomm is making special chips for someone really important, and they're not telling us who. The company's CFO, Akash Palkhiwala, casually dropped this bomb on the earnings call: "We now expect ...
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Here's a plot twist nobody saw coming: Okta crushed its earnings, beat analyst expectations, and its stock tanked 13% anyway. Welcome to the stock market, where logic takes a coffee break. The identity management company delivered solid Q1 FY26 results—$688 million in revenue (up 12% YoY), beating estimates by $8 million. Earnings? $0.86 per share, crushing the $0.77 consensus. They even posted record operating profit of $184 million. By any reasonable measure, this was a win. So why did investors run for ...
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Here's a fun fact that'll make your portfolio sweat: Amazon, Google, Microsoft, and Meta are collectively spending more money on AI every single month than the entire Manhattan Project cost. Per month. That's not a typo—it's a feature, apparently. AI researcher Gary Marcus, who's been watching this spending bonanza with the expression of someone watching their friend order a third round of shots, decided to call it what it is: "the greatest capital misallocation in history." And honestly? He's got a ...
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Remember when everyone was obsessed with GPUs? Yeah, that's so last quarter. The AI boom is evolving, and if you missed the memo, here's the plot twist: CPUs are having their moment. Back in March, if you jumped into Intel (INTC), you're sitting on a 150% gain. That's not a typo. While the S&P 500 was doing its thing, Intel was doing laps around it—14 times over. Why? Because the market finally figured out what the smart money already knew: AI ...
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Here's the thing about tariffs: they're like a bad houseguest nobody invited. They show up, mess with your stuff, and suddenly everyone's arguing about who's paying for dinner. As of May 12, the average effective tariff rate hit 14%—the highest since 1938. Yeah, you read that right. We're talking Great Depression-era numbers. A year ago, we were chilling at 3%. Now? Goldman Sachs thinks we're heading to 17% by year's end. That's not a trend; that's a trajectory. So here's the million-dollar ...
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Intel's stock has been on an absolute tear lately—we're talking more than tripled since late March. Someone definitely found the "stock goes up" button and decided to just... leave it pressed. But here's the thing: not everyone's convinced this rocket ship is headed to the moon. The latest catalyst? A Wall Street Journal report that Apple and Intel are in preliminary talks about Intel manufacturing certain chips for Apple devices. After more than a year of negotiations, this could be huge ...
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