Despite strong results and the accelerating 2026 AI data-center buildout—of which Nvidia remains the primary beneficiary—the stock has been stuck in the mud for months.
Source: https://www.barrons.com/articles/nvidia-software-stocks-hair…
Here is how Innovative Solutions and Support, Inc. (ISSC) and Karman Holdings Inc. (KRMN) have performed compared to their sector so far this year.
The S&P 500 has climbed in recent years and finished 2025 with a 16% gain, and growth stocks have fueled the momentum. This has led to high valuations, especially among growth stocks.
AEM, WMS, APH, TPR and TIMB stand out as dividend-growth picks as AI fears rattle markets and investors rotate from high-beta tech.
