Smart Investor: Big Tech Earnings, The Best AI Stocks to Buy Now

robot
Abstract generation in progress

Weekly Markets Wrap

  • Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
  • Two Key Themes to Watch in Q1 Tech Earnings
  • Has the Stock Market Gotten Any Less Concentrated?
  • Forget the 1970s; Here’s Why Richard Bernstein Says Investors Should Be Wary of 1960s-Style Inflation
  • Tech Sits Out the IPO Rush As Biotech and Healthcare Stocks Flock to Go Public
  • The Best AI Stocks to Buy Now

The artificial intelligence trade is back in the driver’s seat, with first-quarter earnings highlighting that the data center buildout boom continues to funnel huge amounts of money into semiconductor chips. (Witness back-from-the-dead Intel’s blowout quarter.) Tech stocks gained nearly 3% this past week, leading the overall market further into record territory. Check out my conversation with Ivanna Hampton on the key trends driving the markets.

This coming week will bring a flood of Big Tech earnings, with five of the Magnificent Seven reporting results Wednesday and Thursday. We checked in with Morningstar’s tech analysts for key themes to watch during earnings season. You can find the article here.

With the recent runup in tech stocks, we’re reminded of how the year started off with a rotation out of them and other growth names. Coming into 2026, many strategists expected market leadership to broaden. Has anything changed? Bella Albrecht digs into the numbers.

One place tech stocks are not making their presence known is the IPO market. While there’s been a pickup in new companies coming to market, other industries are taking the lead.

Where do we go from here? Leslie Norton spoke with one market veteran with a nonconformist view. Janus Henderson’s Richard Bernstein argues that investors should look back to the 1960s for a preview of how a worsening US fiscal situation—coupled with the oil price spike—could take inflation much higher than most anticipate. He isn’t bearish on stocks; he just thinks investors should be looking further than the Mag 7.

Still, it doesn’t seem the focus on AI is going anywhere. We’ve updated the list of the best AI stocks to buy now. Among them are Nvidia, Microsoft, and Taiwan Semiconductor.

As always, be sure to visit our Markets page for our latest coverage and live stock market updates, along with our full weekly calendar of key upcoming data and events.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin