March saw many chip stocks drop amid concerns over the AI buildout, but their fortunes have reversed in April. Nasdaq’s chip index rose 35% last month as investors ploughed into the sector.
Source: https://www.cnbc.com/2026/05/01/tech-download-chip-stocks-su…
Artificial intelligence (AI) is the common thread that unites many of the world’s most valuable companies. Broadcom and Meta Platforms have each reported accelerating growth in large part due to AI.
Novartis has proved that it can navigate headwinds such as patent cliffs and a slow economy. Shopify’s long-term ambitions are off to a great start, given its large addressable market and economic moat.
Microsoft is a terrific growth stock with an excellent dividend program. Johnson & Johnson and Coca-Cola are both outstanding dividend payers.
