Arm Holdings has a massive opportunity ahead of it with its new data center CPUs. AMD is poised to see strong data center CPU growth thanks to the rise of agentic AI.
Source: https://www.fool.com/investing/2026/04/04/2-ai-stocks-that-s…
Carnival is at levels last seen before the pandemic recession. Other stocks at new highs include TD Synnex, Gates International, and Belden.
Bill Ackman likes to hold stocks long term, investing in turnaround stories and underappreciated assets. Two of its big investments have seen deteriorating results in 2025, leading Pershing Square’s team to exit its positions.
These tech giants have seen their stock prices climb based on momentum in AI spending. Analysts see potential for slowing revenue growth for both companies, which could cause the market to reprice the stocks.
