Microsoft (MSFT)

Some of the world's most important artificial intelligence (AI) stocks are noticeably absent from the S&P 500.

This AI networking specialist is growing like a weed, but its future rests on a handful of very big customers. Here's what the next three years could bring.

AMD's net margin doubled while Qualcomm trades at a fraction of its rival's valuation, but customer concentration and competitive threats complicate both bets.

Vanguard's large-cap fund delivered 47% more wealth over five years, but State Street's small-cap strategy offers lower volatility and higher income.

Microsoft's AI strategy is producing stronger signals, but the payoff test is only beginning. See the numbers that could determine whether its enormous investment creates lasting value.

Microsoft should continue to expand, but will its growth pace compare well to its past?

Schneider Electric will pay about $22.6 billion for PTC at a 42% premium, its largest-ever deal, but SBGSY shares fell 16% as investors weighed integration risks and debt funding.

Concentration has become a serious problem. Here's how to fix it.

There's no doubt that Google Cloud will drive Alphabet's future.

This neocloud company needs to prove its business model is sustainable.

URTH's 0.24% expense ratio trails EEM's 0.72%, but EEM delivered 29.2% returns over one year versus URTH's 15.6%.

Alphabet unveiled its Gemini agent for enterprise AI, prompting a TD Cowen price target hike to $485, as GOOGL trades near $348, still within its multi-month range below its 52-week high.

Taiwan Semiconductor reports Q3 earnings on Oct. 15.

VYM offers 2.3% yield and stronger 1-year returns, while VIG targets dividend growers with tech-heavy exposure. Both charge just 0.04% in fees.

Arista Networks hit an all-time high after launching an open Ethernet rack-scale portfolio with AMD, Broadcom, Meta and Microsoft, as revenue and margins grow amid rising hyperscaler demand.

Microsoft stock trades near $530, within 5% of its 52-week high, after a strong Q4 earnings beat and analyst upgrades, with its next earnings report expected Oct. 28 to test the rally.

I got out of Cipher Digital and doubled down on Iren. Here's why.

Not all current winning AI stocks will be future winners.

Information Services Group (NASDAQ:III) said its third-quarter 2026 market data showed accelerating demand for AI infrastructure and cloud services, while growth in traditional managed services remained modest as enterprises shifted spending toward AI, software platforms and cloud capacity. The com

Both are essential to the AI chip build-out, but they carry very different risk profiles depending on where they sit in the supply chain.

Valuations are not as attractive as they were earlier this year.

Enormous spending on artificial intelligence infrastructure has driven the entire stock market higher in recent years.