Topics
FEDEX CORP. $234 remains a buy. The company (New York symbol FDX; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 234.0 million; Market cap: $54.8 billion; Price-to-sales ratio: 0.6; Dividend yield: 2.5%; TSINetwork Rating: Average; www.fedex.com) provides courier services throughout the U.S. as well 220 other countries.
Nvidia’s shares recently hit a new record high of $184.55 thanks to strong demand for its chips that run complex artificial intelligence (AI) software. In fact, the stock up 47% since we named it our top Aggressive buy for 2025.
The company is now taking steps to maintain its AI dominance. It recently announced a new deal to invest $100 billion in OpenAI, the developer of the ChatGPT chatbot. Nvidia is also investing $5 billion in chipmaker Intel (see page 93).
The stock will likely remain volatile, particularly due to ongoing uncertainty over its ability to sell chips in China. However, we feel the growth of AI will drive the stock even higher in the next few years.
The company is now taking steps to maintain its AI dominance. It recently announced a new deal to invest $100 billion in OpenAI, the developer of the ChatGPT chatbot. Nvidia is also investing $5 billion in chipmaker Intel (see page 93).
The stock will likely remain volatile, particularly due to ongoing uncertainty over its ability to sell chips in China. However, we feel the growth of AI will drive the stock even higher in the next few years.
High-quality technology stocks have led stock market growth in 2025. That’s mainly due to ongoing investor enthusiasm for artificial intelligence (AI) software, which mimics human understanding. AI programs can learn as they carry out tasks by following complex computer code. They then adjust their programming to reduce errors and become more productive.
Today’s top-performing AI stocks are Nvidia, which makes the powerful computer chips needed to run AI programs; Microsoft, which is a major investor in AI, including investing in the firm behind the popular ChatGPT chatbot; and Alphabet (Google), which is using AI to improve the quality of its market-leading search engine and advertising services.
Today’s top-performing AI stocks are Nvidia, which makes the powerful computer chips needed to run AI programs; Microsoft, which is a major investor in AI, including investing in the firm behind the popular ChatGPT chatbot; and Alphabet (Google), which is using AI to improve the quality of its market-leading search engine and advertising services.
DICK’S SPORTING GOODS INC. $223 is a hold. The company (New York symbol DKS; Consumer sector; Shares outstanding: 80.1 million; Market cap: $17.9 billion; Dividend yield: 2.2%; Takeover Target Rating: Medium; www.dickssportinggoods.com) sells a wide variety of sporting goods, mainly through 722 Dick’s Sporting Goods stores.
In September 2025, Dick’s completed its acquisition of Foot Locker Inc. (New York symbol FL), a leading footwear and apparel retailer, for $2.4 billion in cash and shares.
The acquisition provides Dick’s with a global platform for growth. Foot Locker’s store banners include Foot Locker, Kids Foot Locker, Champs, and others. The retailer has 2,400 stores across 20 countries, including the U.S., Canada, the U.K., Australia, and New Zealand.
Combining the two firms’ purchasing power and operations should also cut Dick’s annual costs by $100 million to $125 million. However, the retail industry is intensely competitive, and the uncertainty over tariffs adds risk.
Dick’s Sporting Goods is a hold.
In September 2025, Dick’s completed its acquisition of Foot Locker Inc. (New York symbol FL), a leading footwear and apparel retailer, for $2.4 billion in cash and shares.
The acquisition provides Dick’s with a global platform for growth. Foot Locker’s store banners include Foot Locker, Kids Foot Locker, Champs, and others. The retailer has 2,400 stores across 20 countries, including the U.S., Canada, the U.K., Australia, and New Zealand.
Combining the two firms’ purchasing power and operations should also cut Dick’s annual costs by $100 million to $125 million. However, the retail industry is intensely competitive, and the uncertainty over tariffs adds risk.
Dick’s Sporting Goods is a hold.
Understanding our recommendations: Power Buy—These stocks are our top choices for new buying now. We feel each currently offers the best combination of fundamentals (earnings, sales, cash flow and so on) plus external factors (industry trends and the current share price) to give it a chance of above-average gains