"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Microsoft and Alphabet depreciate servers over as long as six years, and Meta Platforms raised its assumption to 5.5 years in 2025. Amazon cut its assumption for a subset of servers to five years, citing the pace of AI development. Nvidia’s data center …
Key Points Nvidia (NASDAQ: NVDA) has long been a giant in the world of graphics processing units (GPUs), or high-powered chips that fuel the simultaneous computations needed for certain applications. In the company’s early days, it mainly sold GPUs to the gaming market, but in …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (September 4) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$81,049.94, trading 1.3 …
Key Points Nvidia can become a significantly larger company over the next decade, driven by secular growth in the semiconductor market and new catalysts. The company’s impressive long-term earnings growth potential can send the stock soaring over the next five years. Investors can buy Nvidia …
Key Points During the most recent fiscal quarter, Nvidia’s growth figures showed investors that the AI boom is still in full swing. Key data points, like tokens processed, cloud backlogs, and hyperscaler capex, are showing no sign of slowing. The stock’s inexpensive valuation, relative to …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco QQQ Trust (Symbol: QQQ) where we have detected an approximate $1.9 billion dollar inflow — that’s a 0.4% increase week over week in outstanding …
Key Points Most investors have heard by now that yields on government bonds are soaring. It’s been on the front page of every newspaper. Yields are rising as bond investors around the world are selling many of their longer-maturity bonds — like those maturing in …
These must-have suppliers could be the real opportunity. Listen to the audio version of this article (generated by AI). A peek at Elon Musk’s shopping list It was an iconic moment – both technologically and culturally. In January 2007, Apple’s CEO, Steve Jobs, famously stood …
DATE Thursday, Aug. 20, 2026 at 7:30 a.m. ET CALL PARTICIPANTS Chairman – Joe Tsai Chief Executive Officer – Eddie Wu Chief Financial Officer – Toby Xu Chief Executive Officer of Alibaba E-commerce Business Group – Jiang Fan Head of Investor Relations – Lydia Lu …
Key Points Tesla launched the Cybercab at an invite-only event in Austin on Thursday, and riders there can now hail the two-seat robotaxi through the Robotaxi app. The second-quarter update Tesla published on July 22 dropped the Cybercab from its sentence about volume production starting …