Companies that generate positive operating cash flow can allocate their capital in various ways. Of course, reinvesting in the business is what many long-term investors appreciate, as it can boost intrinsic value over time. There are also mergers and acquisitions, as well as paying down debt. When it comes to returning capital to investors, companies

Shares of Micron Technology and Sandisk have soared 280% and 457%, respectively, over the past year as demand for memory processors in data centers jumped. Spending for artificial intelligence (AI) infrastructure isn’t slowing down right now — as Alphabet‘s (GOOGL +0.78%) (GOOG +0.78%) recent quarterly results show — and that’s great news for Micron and Sandisk

At age 7, when most children are collecting Pokémon cards and asking for Messi soccer cleats for their birthdays, Yotam Raz of Moshav Beit Yitzhak, a village in central Israel, wanted to learn how to make money. It was during the COVID-19 pandemic, and he used the lockdowns to make natural soaps, which he later

The stock market dived last week. Investors priced in political backlash against data centers after Democrats swept Congress. We anticipated buying opportunities after the midterm elections, and Thursday’s selloff delivered some. This remains an earnings-led bull market. Valuations are falling while earnings are soaring. We still view the AI backlash as another speed bump, not

Political gridlock, strong earnings, and a historical pattern that hasn’t failed in 21 midterm election cycles Listen to the audio version of this article (generated by AI). Editor’s Note: The midterm elections are behind us, and Washington is gearing up for another round of political battles. But I still feel optimistic – and so does

It’s been said that bull markets end when good news fails to boost prices, and that bear markets end when bad news fails to send prices lower. On that note, Bitcoin (BTC +0.28%) is 33.7% above its bear market lows in late June. Most of the high-flying artificial intelligence (AI) value-chain stocks, on the other

The S&P 500 (^GSPC +0.31%) is up 10.8% this year, but it’s been falling over the past few weeks. If it falls any lower, it will break its streak of double-digit annual gains over the past four years. Between soaring artificial intelligence (AI) spend, high inflation, steady interest rates, and the results of Tuesday’s U.S.