17013

Bet on Strong Consumer Spending

Since the election, markets have shifted back to rally mode. Optimism is back, as it’s likely that growing the economy will be the focus out of Washington for the next four years. If that’s the case, then stocks have more room to rally. And the big winners could be smaller players in their industry that benefit from higher growth and increased deregulation. Traders are already making their bets, but these plays have more room to rally. Given that consumers are getting more ...
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17002

The AI Infrastructure Play Still Has More Room to Run

With stocks breaking out to new all-time highs, the play that kicked off the current market rally over two years ago, AI, remains strong. But investors are breaking out beyond chip plays to other aspects of the AI rollout. That includes everything from hardware such as server racks, to data centers, to the land, electricity, and copper needed to build the physical infrastructure of today’s most-advanced software. With so many avenues open, investors still have plenty of ways to profit. For instance, ...
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16997

This Rallying Play on Law Enforcement Has More Energy Left

One of the big winners of the 2024 election? Law enforcement. From the election of pro-law enforcement Donald Trump to state referendums to get tougher on crime, it’s clear that personal defense could play a big role. It’s also a sign that law enforcement will get more funding for its various activities. That could benefit just a handful of companies that supply law enforcement. That may be whyAxon Enterprise (AXON) may be on a tear. Best known for manufacturing TASER brand stun ...
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16991

This Overlooked Software Play Can Keep Showing Investors Safe Growth

Artificial Intelligence-related stocks continue to be the top tech trend. Many of the big names are growing by leaps and bounds, and smaller firms are retooling to catch up. But that’s just one tech trend out there. Other trends are also at play, and also continue to show signs of strong growth. That includes tech trends that utilize AI tools themselves, particularly software plays. Investors should look for leaders in such tech plays. One overlooked software play is in cybersecurity. Digital threats ...
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16987

Bet on Market Activity to Soar

With the election over, markets are betting that stocks will continue to rally. Not only that, but that investment activity may even tick higher. That could bode well for wealth managers and brokerage firms. These companies tend to benefit from increased economic activity. More buying and selling of stocks means more fees. Even in a world where some brokerages offer zero trading fees, other fees can handily bump up the bottom line. That’s why brokerage firms likeInteractive Brokers (IBKR) could see massive ...
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16979

The Unsung Players of the AI Rollout May Offer the Best Profits Here

Nearly two years into a bull market driven by AI, returns on big-cap tech companies have slowed. While they’re likely worth picking up during a market correction, better returns may lie elsewhere. Rather, it’s smaller players less directly involved with the AI space that are likely to lead here. That still includes several hardware plays, as well as investments related to expanding the power grid and increased automation brought about by AI. In that space, industrial automation leaderEmerson Electric (EMR) may fit ...
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16969

Bet On this Sidelined Cash to Make Decent Profits For Investors

Right now, trillions of dollars sit on the sidelines. It’s being invested in short-term cash, which still earns a relatively high yield. But with interest rates starting to trend lower, cash will soon offer a less attractive yield. Meanwhile, stocks are still near their all-time highs, but could see some volatility. It wouldn’t be surprising if some of that sidelined cash took advantage of market fears to invest in stronger long-term prospects. One company with a massive cash hoard is Berkshire Hathaway ...
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16964

This Company Can Keep Up Its Winning Streak in Any Economy

Friday’s jobs data indicates a slowdown in the labor market. And year-over-year PCE inflation data from last week shows that’s trending down as well. The slowing economy may be slowing too quickly for some, even if it’s still growing overall. No matter what the economy does, investors have plenty of opportunities that should continue to produce safe, steady returns. Whether the economy further slows, or accelerates back to growth. One long-term potential winner is retail giant Walmart (WMT). The biggest company by ...
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