"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points At the time of this writing, the three largest companies in the world are Nvidia (NASDAQ: NVDA) at a $5.4 trillion market cap, Apple (NASDAQ: AAPL) at $4.6 trillion, and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) at $4 trillion. There’s still a decent gap …
Oracle Corporation ORCL is giving cloud behemoths Microsoft Corporation MSFT and Amazon.com Inc. AMZN a run for their money, delivering strong revenues and earnings growth in its latest quarter on the back of continued cloud infrastructure strength. With momentum building, is now the right time for investors to …
Marvell Technology MRVL is benefiting from several AI infrastructure growth engines, including custom silicon, interconnect, optics and Ethernet switching. Custom silicon has more than 20 multi-generational socket wins, supporting a broader pipeline beyond individual product cycles. MRVL expects custom revenues to grow more than 20% …
Key Points Vertiv has become a major player in the AI data center build-out by providing essential power and thermal management systems. Vertiv’s $1.45 billion acquisition of Utility Innovation Holdings allows it to expand into microgrid solutions and upstream power architecture. The company stands to …
The AI spending race shifted into a higher gear during the Q2 earnings season, with Microsoft, Amazon, Alphabet and Meta reporting roughly $170 billion in capital expenditures (CapEx). Microsoft reported $41 billion of CapEx, Alphabet spent $44.9 billion and raised its full-year CapEx forecast, Meta …
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 Elon Musk says Space Exploration Technologies could be “worth more than the rest of Earth” if the company accomplishes its goals. AI is SpaceX’s biggest driver, but dominating this space will be hard, and the company is already overspending on capital expenditures. Investors …
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Carrier Global Corp (Symbol: CARR), where a total of 25,432 contracts have traded so far, representing approximately 2.5 million underlying shares. That amounts to about 50.5% of CARR’s …
Key Points Chinese automakers have quickly graduated from student to master in the global automotive industry – especially in EVs. Ford pivoting from competing in China’s domestic markets to exporting vehicles as reversed its financial losses. Ford’s joint venture with Geely opens up the door …
Alibaba Group BABA rolled out its next-generation AI video model, Wan3.0, a day after closing an HK$80 billion (roughly $10.2 billion) share placement in Hong Kong, the largest primary follow-on offering by a Hong Kong-listed company. Wan3.0, developed by Alibaba’s Tongyi Lab, generates videos up …