Despite concerns about a potential bubble, most investors remain optimistic about the long-term growth of AI stocks, emphasizing the importance of investing in quality companies and focusing on long-term potential rather than short-term volatility.
Tesla's Q4 vehicle deliveries are expected to decline due to the end of federal EV tax credits, but investors remain optimistic about its long-term growth prospects, including robotaxis and energy businesses, leading to a neutral stock outlook despite short-term delivery disappointments.
Despite a 14% gain in the Dow Jones in 2025, five stocks—Home Depot, Procter & Gamble, Nike, Salesforce, and UnitedHealth—fell over 10%, making them attractive contrarian buys for 2026 due to their strong fundamentals and growth potential. These companies are out of favor due to sector-specific challenges but are positioned for recovery and long-term value appreciation.
The 2026 investment outlook emphasizes the growing importance of private markets and real assets, driven by structural megatrends like digitalization, deglobalization, and decarbonization, which are shaping long-term investment opportunities and emphasizing disciplined transformation and operational excellence.
Meta's Q3 earnings were strong with revenue growth and high margins, but a stock sell-off was triggered by concerns over increased capital expenditures and AI-related investments. The author believes the dip presents a buying opportunity, citing the company's accelerating user growth, AI-driven engagement, and attractive valuation, asserting that Meta's long-term growth remains intact despite short-term market fears.
Jim Cramer recounts his journey of investing in Nvidia since 2009, highlighting how his early enthusiasm and process led to massive gains, turning a small investment into a multi-trillion dollar success story, and emphasizes the importance of recognizing innovative companies early.
Meta is investing billions of dollars into robotics software as part of its strategy for long-term growth, signaling a significant shift in its business focus towards robotics technology.
Analysts view artificial intelligence as a crucial factor for the long-term growth of Adobe Stock (ADBE), highlighting the importance of AI in the company's future strategies.
The article highlights three stocks—AbbVie, Realty Income, and Verizon Communications—that are recommended for long-term passive income through dividends. AbbVie, a Dividend King, has a strong product lineup and pipeline, Realty Income offers a diversified portfolio with monthly dividends, and Verizon has a high dividend yield with growth potential from 6G networks. All three stocks are positioned for long-term growth and consistent dividend payouts.
eBay is set to reduce its full-time workforce by approximately 9%, or about 1,000 roles, in a move aimed at achieving long-term, sustainable growth. CEO Jamie Iannone stated that the decision was made to better position the company for success and improve organizational agility. The company will also be cutting down on the number of contracts within its alternate workforce and providing support and resources to impacted employees during this transition.
Conagra Brands, the leading frozen food company, saw its stock hit its lowest level since March 2020 as consumers shift away from convenience items and towards "hands-on food prep" to stretch their budgets. While Conagra beat earnings expectations in Q1, sales of refrigerated and frozen items dropped 4.6% compared to the previous year. Other frozen food companies, such as Kraft Heinz and J.M. Smucker, are also experiencing declines. Despite the current consumer shift, Conagra remains optimistic about the long-term growth prospects of frozen food, citing continued innovation and expansion in the space.
Nvidia and Amazon, both of which recently underwent stock splits, are poised for continued long-term growth as they pivot to artificial intelligence (AI) technology. Nvidia provides the hardware needed for AI training and has shown impressive revenue growth driven by AI-related demand. Amazon, on the other hand, focuses on the infrastructure side of AI through its cloud computing segment and has made efforts to cut costs. While both companies are strong buys, Amazon may be the safer pick due to its diversified business model and potential for significant profitability gains. Nvidia, although more expensive, stands to benefit the most from the growth in AI adoption.
As investors continue to seek undervalued sleeper stocks, ePlus, Alibaba, and United Airlines are highlighted as potential options for long-term growth. ePlus, an American IT SaaS company, has shown healthy financials, launched new services, and formed partnerships to strengthen its offerings. Alibaba, a Chinese technology conglomerate, is planning a major reorganization to enhance individualized growth and capitalize on the expanding global retail market. United Airlines, one of the largest airline companies, is embracing innovation through partnerships to acquire electric aircraft and expand its eco-friendly approach. All three stocks demonstrate promising financial growth and potential for investors.
The S&P 500 Dividend Aristocrats Index, consisting of 66 companies that have raised their dividend payouts for at least 25 consecutive years, has shown strong performance over the long term. While the index has slightly outperformed the full S&P 500 in the past three years, it has underperformed in the five- and 10-year periods. For investors seeking income, 15 Dividend Aristocrats with dividend yields of at least 2% five years ago and compound annual growth rates (CAGR) greater than 7% have been identified, including companies like Automatic Data Processing, T. Rowe Price Group, Target, NextEra Energy, and Illinois Tool Works.
Generative AI (Gen AI) is attracting attention and investment from VCs, but startups need to focus on customer needs, plan for global scale, and build a monetization thesis to turn short-term hype into long-term growth. Effective monetization relies on increasing revenues, reducing costs, and reducing risk. Overcoming potential barriers to growth and growing sustainably requires a comprehensive payment infrastructure. While Gen AI has the potential to generate trillions of dollars of economic value, startups need to adopt basic principles to turn this potential into a sustainable business.