David H. Lerner remains optimistic about the stock market, focusing on aerospace, defense, biotech, AI, and semiconductors like Micron and Nvidia, which he views as undervalued despite recent sector sell-offs. He highlights supportive factors such as lower inflation, steady consumer spending, and strong Q2 earnings forecasts that underpin a positive equity outlook through 2026. Lerner is actively increasing his holdings in select stocks, using market volatility to reduce costs, signaling confidence in these sectors' growth potential.
Invesco offers two ETFs, QQQ and QQQM, that track the same Nasdaq-100 index with identical holdings and management but differ in fees. QQQ charges a 0.18% fee, while QQQM charges 0.15%, which may seem small but compounds into significant savings over...
Micron Technology anticipates a tighter supply environment by 2027 driven by accelerating AI demand and ongoing DRAM constraints, critical for infrastructure. The company highlights that advanced memory products like HBM3E and HBM4E consume significa...
In 2026, JPMorgan's Nasdaq-focused ETF (JEPQ) has delivered significantly higher monthly income distributions than its S&P 500-based sibling (JEPI), driven by the greater volatility and option premiums of the tech-heavy Nasdaq index. JEPI offers broa...
SK hynix is rated Strong Buy compared to Micron's Buy rating because of its dominant 50% share in the HBM memory market and early mass production of HBM4. The company benefits from a supply shortage expected to last until 2030, supporting strong pric...
Nvidia CEO Jensen Huang announced that artificial general intelligence has arrived with the release of OpenAI's GPT-6 Astra, highlighting rapid AI model advancements and the growing revenue potential of Nvidia's computing infrastructure. Intel receiv...
