As I look ahead to 2026 and search for compelling investment opportunities, one productive place to focus is on stocks that lagged during an otherwise strong year for U.S. equities. The broader market notched its third consecutive double-digit gain, yet beneath the surface, performance was far from uniform.
Source: https://www.zacks.com/commentary/2811011/3-beaten-down-stock…
Big tech plans to spend nearly $700 billion on artificial intelligence (AI) infrastructure this year. When Nvidia reports Q4 earnings, smart investors will listen closely to where management sees hyperscaler budgets flowing.
The extremely strong demand for AI chips remains a significant tailwind for these two companies. Importantly, both trade at really attractive valuations despite the market-beating earnings growth they will likely deliver.
REX FANG & Innovation Equity Premium Income ETF ( NYSEARCA:FEPI ) delivers a 25% annual distribution from tech stocks that barely pay dividends.
