Nebius expects its annualized run rate revenue to be between $7 billion and $9 billion this year. Planned heavy spending by hyperscalers bodes will for Nvidia’s continued success.
Source: https://www.fool.com/investing/2026/02/23/the-best-artificia…
Among Robinhood’s 10 most popular stocks, Wall Street analysts forecast the largest gains in Palantir and Microsoft. Palantir achieved a Rule of 40 score of 114% in the third quarter, unprecedented for a software company, but the stock is outrageously expensive.
The Zacks Transportation-Truck industry is suffering mainly due to lackluster freight demand. We believe stocks like JBHT, SAIA and ARCB are better positioned to escape industry challenges.
Dividend stocks and defensive sectors have dramatically outperformed as investors flee AI-vulnerable and AI-spending industries, but valuations now appear stretched. Consumer staples and energy sectors trade at historically high forward P/E multiples, often exceeding the S&P 500, despite lower long-term earnings growth prospects. Materials and industrials have also become extended, with valuations reflecting significant future earnings already priced in, especially given AI infrastructure spending.
