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The Stocks to Buy if We Want to Win the AI Competition With China Competition can bring out the best in us. It can push an athlete to keep working harder toward a record, or victory over an opponent.

Caleb Silver, editor-in-chief, Investopedia, joined TheStreet to share the must-have stocks that retail investors are adding to their portfolios.

Tariff risks are underappreciated by the market; persistently high tariffs could weigh on economic growth, and investor complacency is unwarranted. Slowing population growth and deportations threaten U.S. economic expansion, especially in labor-dependent sectors, as immigration is key to workforce and consumption growth. Utility-scale renewables remain resilient despite policy headwinds, with cost competitiveness and strong demand from major tech firms supporting continued growth.

Quantum computing is one of the hottest trends in the market. It's an innovative technology that's starting to gain wider adoption, but we're still a few years away from widespread commercial use.

Wedbush's Dan Ives, the tech mega bull of Wall Street, returns to The Watch List to talk all things A.I. He continues to credit Elon Musk for Tesla's (TSLA) success and urges the "board can't be asleep at the wheel" when it comes to offering his pay package.

Technology companies have been powering the markets to new highs over the past several years as massive investments in AI, data centers and the cloud have paid off.

Microsoft, Broadcom, and Oracle were among the portfolio's top contributors for the quarter. Alternatively, Apple, Johnson & Johnson, and Berkshire Hathaway detracted from performance. Microsoft shares rebounded in calendar Q2 following a strong fiscal Q3 2025 (March quarter), driven by accelerating demand for AI-related Azure services.

Seth Basham, Director of Equity Research at Wedbush Securities, says market confusion, tariff risk, and falling rates support AI leaders like Microsoft and value sectors like REITs and homebuilders.

Visa, Disney, Microsoft, Coca-Cola, and IBM show strong earnings momentum heading into the second half of 2025.

Microsoft plans to donate $4 billion worth of cash, technology and training to enhance artificial intelligence education, a substantial bequest as the Redmond, Washington-based software giant aims to make billions more off a technology it expects to be on par with the introduction of electricity.