Dan Ives believes Apple and Microsoft will be $4 trillion companies by the end of 2025. Apple CEO Tim Cook believes Apple Intelligence will usher in a new era for the iPhone. Microsoft's AI business is on track to generate $10 billion in revenue next quarter.

Artificial intelligence (AI) has been one of the biggest themes on Wall Street for several quarters. The Trade Desk (NASDAQ: TTD) saw a solid year in 2024, as its shares advanced more than 60%. In its most recent quarter (the three months ending on Sept.

Palantir and Nvidia were among the top five winners of the Nasdaq 100 Index for 2024, up roughly 340% and 171%, respectively. The two companies are leaders in their industry. Nvidia focuses on artificial intelligence hardware,

The S&P 500 (\^GSPC 0.99%) is home to 500 companies from 11 different sectors of the economy, making it the most diversified of the major U.S. stock market indexes. But the S&P is

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,