12 Tech Stocks Everyone Is Talking About
Investors are asking tougher questions than they were during the early stages of the AI boom. Recent sessions have seen an AI-led decline in tech indices.
Articles by Sanmit Amin
NextEra Energy (NEE) Has Bigger Growth Ambitions. Is Duke Energy (DUK) the Better Buy?
NextEra Energy, Inc. (NYSE:NEE) and Duke Energy Corporation (NYSE:DUK) have returned -13.29% and -6.77%, respectively, over the last six months, as of October 15.
Roper Technologies (ROP) vs. Danaher (DHR): Which Is the Better Long-Term Capital Allocator?
Roper Technologies, Inc. (NASDAQ:ROP) and Danaher Corporation (NYSE:DHR) have returned 4.01% and 18.97%, respectively, over the last six months, as of October 15.
Waste Management (WM) Has a Long Runway. Is the Stock Worth Buying?
Waste Management, Inc. (NYSE:WM) has returned 0.19% during the last six months, as of October 15.
S&P Global (SPGI) Is Benefiting From the AI Boom. Is the Stock Undervalued?
S&P Global Inc. (NYSE:SPGI) has returned 1.41% during the last six months, as of October 15.
Berkshire Hathaway (BRK.B) After Buffett: Can Its Capital Allocation Machine Keep Compounding?
Berkshire Hathaway Inc. (NYSE:BRK.B) returned 10.56% during the last six months, as of October 15.
Can Eli Lilly’s (LLY) Growth Machine Keep Delivering?
Eli Lilly and Company (NYSE:LLY) has returned 36.37% over the last six months, as of October 15.
Costco (COST) vs. Walmart (WMT): Which Retailing Giant Has a Wider Moat?
Costco Wholesale Corporation (NASDAQ:COST) and Walmart Inc. (NASDAQ:WMT) have returned -0.71% and -5.38%, respectively, during the last six months, as of October 15.
TSMC’s (TSM) Record AI Demand Comes With a Growing Cost
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has surged 13.14% over the last six months, as of October 15.
Alphabet’s (GOOGL) Low P/E Is Misleading, but the AI Opportunity Is Real
Alphabet Inc. (NASDAQ:GOOGL) has surged 3.43% over the last six months, as of October 15.
Amazon (AMZN) Is A Proven Capital Allocator. But Can it Pass Its $220 Billion Test?
Amazon.com, Inc. (NASDAQ:AMZN) has been flat during the last six months, as of October 15.
10 Best Stocks to Buy for the Next 20 Years
Buying a stock for the next 20 years requires looking beyond the next earnings report or market rally.
Rivian (RIVN) vs. Lucid (LCID): Which EV Stock Has a Better Chance of Making It?
Rivian Automotive, Inc. (NASDAQ:RIVN) and Lucid Group, Inc.
Atlassian (TEAM): Can AI Deliver Enough to Justify Its Valuation?
Atlassian Corporation (NASDAQ:TEAM) closed at $207.75 on October 12.
Uber (UBER) vs. DoorDash (DASH): Is Faster Growth Worth Paying More For?
Uber Technologies, Inc. (NYSE:UBER) and DoorDash, Inc.
Axsome Therapeutics (AXSM) vs. Neurocrine Biosciences (NBIX): Is Faster Growth Worth Paying More For?
Axsome Therapeutics, Inc. (NASDAQ:AXSM) and Neurocrine Biosciences, Inc.
Deere (DE) vs CNH (CNH): Is Deere’s Tech Advantage Worth Paying For?
Deere & Company (NYSE:DE) has declined by around 1.5%, while CNH Industrial N.V. (NYSE:CNH) has gained slightly by 2% over the last six months.
Paychex (PAYX) vs ADP (ADP): Which Payment Giant Has a Wider Moat?
Paychex, Inc. (NASDAQ:PAYX) and Automatic Data Processing, Inc.
CME (CME) vs ICE (ICE): Which Exchange Has a Stronger Moat?
CME Group Inc. (NASDAQ:CME) and Intercontinental Exchange, Inc.
Has Fair Isaac (FICO)’s Vaunted Moat Narrowed?
Fair Isaac Corporation (NYSE:FICO) has declined by over 34% since the end of March, compared to gains of over 42% by the Insider Monkey Billionaire Index.
Is the Market Underestimating Amazon’s (AMZN) Moat?
Amazon.com, Inc. (NASDAQ:AMZN) has one of the strangest moats in the stock market because it is not really one moat.
Is Airbnb’s (ABNB) Growth Worth Paying More Than Twice as Much as Its Peers?
Airbnb, Inc. (NASDAQ:ABNB) is becoming harder to value as a traditional travel company.
Has Lululemon (LULU) Lost its Mojo?
lululemon athletica inc. (NASDAQ:LULU) has plunged by over 36% over the last six months, compared to a gain of over 42% by the Insider Monkey Billionaire Index.
Chipotle (CMG) vs. CAVA (CAVA): Is CAVA’s Growth Worth the Premium?
Chipotle Mexican Grill, Inc. (NYSE:CMG) and CAVA Group, Inc. (NYSE:CAVA) are competing for some of the same customers, but they are at very different stages of their lives.
Is ASML’s (ASML) Monopoly Worth the Premium?
ASML Holding N.V. (NASDAQ:ASML) sits in one of the most unusual positions in the technology industry. It does not make chips, design processors, or operate data centers.
Cintas (CTAS) vs. Rollins (ROL): Which Boring Business Is the Better Buy?
Cintas Corporation (NASDAQ:CTAS) and Rollins, Inc. (NYSE:ROL) are the kind of companies investors can easily overlook. Neither sells the next big technology platform.
Is Nike’s (NKE) Turnaround Worth Betting On?
Nike, Inc. (NYSE:NKE) is in an awkward position.
Starbucks (SBUX): The Comeback Is Working. Now Comes the Hard Part
Starbucks Corporation (NASDAQ:SBUX) has spent the past two years trying to fix a business that had lost some of what made it special.
Shopify (SHOP) vs. MercadoLibre (MELI): Which E-Commerce Stock Deserves the Premium?
Shopify Inc. (NASDAQ:SHOP) and MercadoLibre, Inc.
NVIDIA (NVDA) vs. Apple (AAPL): Which Stock Wins the Valuation Race?
NVIDIA Corporation (NASDAQ:NVDA) is now worth more than Apple Inc. (NASDAQ:AAPL), but investors are paying far less for each dollar of its expected earnings.
Adobe (ADBE) vs. Autodesk (ADSK): Which AI-Hit Software Stock Has the Better Comeback?
Adobe Inc. (NASDAQ:ADBE) and Autodesk, Inc. (NASDAQ:ADSK) have something unusual in common.
PayPal (PYPL) Has Fallen From Grace. Could AI Commerce Be Its Way Back?
PayPal Holdings, Inc. (NASDAQ:PYPL) is a strange company to look at today. A decade ago, PayPal was one of the defining names in digital payments.
KLA (KLAC): Does Its Semiconductor Moat Justify the Premium?
KLA Corporation (NASDAQ:KLAC) is one of those companies that becomes more important the more complicated the semiconductor industry gets.
Abercrombie (ANF) vs. e.l.f. Beauty (ELF): Which Consumer Stock Is the Better Buy?
Abercrombie & Fitch Co. (NYSE:ANF) and e.l.f. Beauty, Inc. (NYSE:ELF) are both targeting younger consumers, but investors are valuing their growth stories very differently.
Is Costco’s (COST) Moat Really Worth the Premium?
Costco Wholesale Corporation (NASDAQ:COST) has built something most retailers would love to have: customers who pay just to shop there.
CrowdStrike (CRWD) vs. Zscaler (ZS): Is the Premium Worth Paying?
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Zscaler, Inc. (NASDAQ:ZS) are both trying to become something much bigger than the cybersecurity companies they started as.
Vicor (VICR) Has the AI Power Opportunity. Can It Actually Scale?
Vicor Corporation (NASDAQ:VICR) is becoming one of the more interesting ways to invest in the AI infrastructure buildout.
Accenture (ACN) Was Supposed to Be an AI Casualty. Is the Market Changing Its Mind?
For much of the past year, Accenture plc (NYSE:ACN) looked like one of the obvious casualties of AI.
Comcast (CMCSA) vs. Disney (DIS): Both Stocks Are Struggling. Is There Light at the End of the Tunnel?
Comcast Corporation (NASDAQ:CMCSA) and The Walt Disney Company (NYSE:DIS) have both had a rough few years.
Vertex (VRTX) or Regeneron (REGN)? Two Biotech Moats, Two Very Different Bets
Biotech companies are strange businesses to think about in terms of competitive advantages. A software company can lock customers into an ecosystem for years.
Dell (DELL) Is Riding the AI Boom. Does it Finally Have a Moat?
Dell Technologies Inc. (NYSE:DELL) is having a remarkable year.
Palo Alto Networks (PANW) Is a Good Business. But Can Its Growth Justify the Valuation?
Palo Alto Networks, Inc. (NASDAQ:PANW) is no longer just selling cybersecurity products.
Delta (DAL) vs. United (UAL): Which Airline Stock Looks More Attractive?
Airlines have traditionally been difficult investments.
SoFi (SOFI) Is Becoming an “Everything App.” Does It Finally Have a Moat?
SoFi Technologies, Inc.
SanDisk (SNDK) vs. Seagate (STX): Which Storage Stock Is the Better Buy Right Now?
The AI trade is moving beyond GPUs. As AI models become more capable, they also generate, process, and retain massive amounts of data.
Zoetis (ZTS) Has a Huge Animal Health Moat. Is It Starting to Crack?
Zoetis Inc. (NYSE:ZTS) has built one of the strongest franchises in animal health.
Okta (OKTA) vs. Rubrik (RBRK): Which Security Stock Is the Better Buy Right Now?
Enterprise security is changing. Companies are not just adding another tool every time a new threat appears.