"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points OpenAI and Microsoft aren’t on good terms anymore, with the companies competing against each other. Nvidia looks like the better play leading up to OpenAI’s IPO since ChatGPT needs GPUs to function and improve. Nvidia continues to post tremendous revenue growth as its …
Key Points CoreWeave has attracted Nvidia’s investment capital, and it thrives in part due to its access to Nvidia’s latest technology. Nvidia’s stake in Nokia will help make AI a key function within telecom networks. 10 stocks we like better than CoreWeave › Nvidia has …
Key Points There’s never been an infrastructure boom like AI. Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), and Meta Platforms (NASDAQ: META) are set to spend around $700 billion this year in capital expenditures this year to build out data centers …
Netflix’s NFLX aggressive AI strategy is emerging as a key differentiator that could strengthen user retention and help drive long-term revenue growth. The company has made AI one of its three strategic priorities, using generative AI to improve content discovery, personalize recommendations, test conversational search …
Listen to the audio version of this article (generated by AI). The Market’s Best Opportunities Are Visible Before They’re Headlines It was late in the fourth quarter. Indianapolis Colts quarterback Payton Manning jogged to the line of scrimmage and crouched behind his center. Eighty thousand …
Here’s a quick recap of the crypto landscape for Wednesday (June 24) as of 10:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin price update Bitcoin (BTC) was priced at US$59,822.39, down by …
Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make …
Key Points Alibaba’s stock has plunged nearly 70% from its all-time high. Macro, competitive, and regulatory challenges are compressing its valuation. Investors shouldn’t underestimate the impact of the Trump Administration’s tariffs. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA), China’s largest …
Key Points Nvidia now trades at about 29 times earnings, well below its average valuation over the past year. ON Semiconductor tumbled after announcing a $7 billion all-stock acquisition of Synaptics. Intel’s stock has soared on its turnaround, even though the company is profitable only …
Key Points After months of record-breaking growth, the market has wobbled recently. The S&P 500 (SNPINDEX: ^GSPC) dropped by around 2% over the past five days, as of this writing, while the tech-heavy Nasdaq Composite (NASDAQINDEX: ^IXIC) dipped by nearly 3.5% in that time. To …