George Budwell

Alexandria, Houston

Healthcare Contributor at The Motley Fool (U.S.)

I write about disruptive innovators in tech, biotech, and defense. I also cover dividend stocks, value investing, and modern portfolio theory.

Articles

The smartest way to play quantum computing may already be in your portfolio

4 days ago | fool.com.au | George Budwell

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated. While investors chase quantum moonshots like Rigetti Computing -- up over 1,100% over the prior 12 months -- and IonQ -- up nearly 500% over the same period -- Amazon (NASDAQ: AMZN) is quietly building the infrastructure to profit no matter who wins the quantum computing race. Where to invest $1,000 right now?
This Incredible Dividend Growth Stock's Hidden AI Story Could Deliver 20% Annual Returns

5 days ago | fool.com | George Budwell

The market is completely missing what's happening at S&P Global (SPGI 0.31%). While investors obsess over the latest artificial intelligence (AI) start-up or trendy tech stock, this 165-year-old financial data powerhouse is quietly orchestrating one of the most compelling margin expansion stories in the market.
The Smartest Way to Play Quantum Computing May Already Be in Your Portfolio

6 days ago | fool.com | George Budwell

While investors chase quantum moonshots like Rigetti Computing -- up over 1,100% over the prior 12 months -- and IonQ -- up nearly 500% over the same period -- Amazon (AMZN -1.38%) is quietly building the infrastructure to profit no matter who wins the quantum computing race. The e-commerce giant's Amazon Web Services (AWS) Braket platform already hosts quantum computing services from multiple providers, making it the Switzerland of the quantum wars.
Could Nvidia's Projected 9% Annual Returns Through 2030 Be the Smartest Risk-Adjusted Play in Tech?

1 week ago | fool.com | George Budwell

Forget chasing the next artificial intelligence (AI) unicorn. While venture capitalists funnel billions into speculative start-ups, Nvidia (NVDA -1.14%) continues to dominate the infrastructure powering the entire industry. A projected 9% annual return may not sound thrilling, but it could be the smartest risk-adjusted investment in tech this decade.
Is Oscar Health Stock Still a Buy?

1 week ago | fool.com | George Budwell

Wall Street thinks health insurance is boring. That's exactly why Oscar Health (OSCR 16.70%) could be your best contrarian play in 2025. This digital-first insurer delivered its first profitable year in 2024 and continued that momentum with exceptional Q1 2025 results: $275 million in net income on $3 billion in revenue, with 42% year-over-year growth.
Better Core AI Stock: Nvidia or Palantir Technologies?

1 week ago | fool.com | George Budwell

Artificial intelligence (AI) is the defining technological innovation of our era. In just a few short years, AI is expected to reshape every corner of society. Semi-autonomous robots may soon handle your laundry, then hop in a self-driving car to pick up groceries. Life is about to get radically different -- ideally, for the better. At the center of this so-called Fourth Industrial Revolution is Nvidia (NVDA 0.87%), the leading supplier of AI chips powering everything from data centers to robotics.
Better Growth Stock: Rocket Lab USA vs. Datadog

1 week ago | fool.com | George Budwell

Wall Street loves a good David versus Goliath story. But what happens when two Davids are battling entirely different giants? That's the compelling dynamic between Rocket Lab USA (RKLB 5.45%) and Datadog (DDOG 4.18%) -- two disruptive innovators, each aiming for a trillion-dollar opportunity from opposite ends of the tech frontier. Datadog is entrenched in the red-hot world of artificial intelligence (AI) infrastructure and observability.
Want Exposure to AI, Quantum Computing, and Robotics? This Vanguard ETF Has It All.

1 week ago | fool.com | George Budwell

Most investors chase the latest hot tech stock -- frantically researching quantum computing start-ups or trying to identify the next AI winner. They're making investing far more complicated than it needs to be. What if you could own the entire technology revolution with a single investment? The answer lies in a deceptively simple investment vehicle: the exchange-traded fund (ETF).
7 Artificial Intelligence Stocks That Could Supercharge Your Portfolio

1 week ago | fool.com | George Budwell

The artificial intelligence (AI) revolution is transforming entire industries at an unprecedented pace. While analysts project that the global AI market will grow to over $2 trillion by 2030, we're still in the early stages of this technological transformation. From automating warehouse operations to revolutionizing healthcare diagnostics, AI is creating unprecedented opportunities for investors willing to look beyond the obvious chip stocks.
Are These 2 High-Flying Growth Stocks Still Worth Buying After Recent Pullbacks?

1 week ago | fool.com | George Budwell

When markets get jittery, high-growth stocks often take the biggest hits. But for investors with a stomach for volatility and an eye for transformative potential, these pullbacks can create exceptional opportunities. Last Friday's market turbulence sent the S&P 500 down 1.13%, with growth stocks bearing the brunt of the selling pressure. Yet while headlines focused on geopolitical tensions, two companies quietly achieved major milestones that could define their next chapter of growth.