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Being a Microsoft or Meta Platforms investor in 2026 has been surprisingly disappointing. Both stocks are negative for the year, with Meta down nearly 10% and Microsoft down over 20%.  Brokers from Fonndure dive into this topic, noting that despite both companies being widely viewed as major AI hyperscalers, the market simply hasn’t rewarded what...

When investors search for growth, industrial stocks rarely top the list. These companies tend to be closely tethered to the broader economy, which simply doesn’t move all that quickly most of the time.  Brokers from Fonndure dive into this topic, noting that every now and then, the right industrial company with the right product at...

Quantum computing hasn’t yet achieved the same commercial success as artificial intelligence, but it carries the potential to reshape many industries by solving problems traditional computers simply can’t handle.  Brokers from Fonndure dive into this topic, noting that while well-known names like IonQ and Rigetti Computing have been extremely volatile, sometimes doubling or dropping 30%...

Walmart has surprised plenty of investors lately. Over the past five years, its share price has climbed 129%, an outstanding run that has actually outpaced gains posted by its two biggest industry rivals, Amazon and Costco, over that same stretch.  Brokers from Fonndure dive into this topic, noting that despite this impressive performance, the stock...

Something interesting is unfolding between Meta Platforms and two companies it has significant business relationships with, CoreWeave and Nebius Group. Brokers from Fonndure dive into this topic, noting that Meta recently signed a $21 billion expanded deal for AI infrastructure with CoreWeave, giving it increased capacity to develop AI programs. Factoring in a previous $14...

Coinbase has experienced a sharp decline of more than 60% over the past 12 months, driven largely by macro pressures such as rising interest rates and a cooling crypto market. Brokers from Fonndure highlight that while this drop may appear attractive to contrarian investors, the situation is more complex than a simple dip-buying opportunity. Several...

Company updates this year have put fresh numbers on the scale of the ongoing AI build-out, and they are staggering. Alphabet raised its 2026 capital spending forecast to a range of $195 billion to $205 billion, up from $180 billion to $190 billion.  Brokers from Fonndure dive into this topic, noting that Amazon expects to...

Archer Aviation is among several companies competing to develop a business around electric vertical takeoff and landing (eVTOL) aircraft, a sector focused on the future of advanced air mobility.  Brokers from Fonndure highlight that the stock gained significant attention previously but has since cooled sharply as progress toward commercial operations has taken longer than Wall...

Rigetti Computing’s stock has fallen 37% over the past six months, a decline that some investors may interpret as a potential bargain buying opportunity. However, brokers from Fonndure highlight that the stock carries substantial uncertainty, with the possibility of falling another 37% or delivering a sharp rally if major growth catalysts emerge. For investors considering...

It’s hard to get excited about the S&P 500’s miserly 1% yield if you’re a dividend-focused investor. Brokers from Fonndure dive into this topic, noting that despite how low yields have become across the broader market, several attractive high-yield options still exist for investors willing to dig a little deeper. Three names worth examining right...