Investors have flocked to the safety of consumer staples stocks so far in 2026. Coca-Cola is about as consistent as they come in consumer goods.
Source: https://www.fool.com/investing/2026/03/15/the-top-2-consumer…
Inference will take over for training as the primary AI compute moving forward. Broadcom has struck gold with its custom ASICs for AI hyperscalers.
Its stock has been negatively affected by geopolitical concerns, but core fundamentals remain strong. While investors may face short-term energy supply shocks, TSMC’s long-term thesis is intact.
Tech hardware companies are expected to grow in 2026 due to increased data center spending. Many companies are still trying to obtain access to increased AI computing power.
