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.
Source: https://www.fool.com/investing/2026/03/12/2-artificial-intel…
Film and television production and distribution companies like IMAX, WMG and TKO are thriving due to the heightened consumption of digital entertainment despite heavy spending on original programming and exclusive rights.
Nvidia, AMD, Broadcom, Micron, and TSMC are all set to be huge beneficiaries of the continued AI infrastructure build-out. Alphabet and Meta Platforms have both done a great job of applying AI to their core businesses to drive growth.
Rising EIA price forecasts and growing LNG demand are boosting prospects for natural gas players like WMB, AR and CRK.
