"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Amazon is pouring hundreds of billions of dollars into expanding AWS’ data center infrastructure. The cloud computing segment will be the key driver of the company’s performance. So far in the third quarter, Amazon stock is up by about 10%. 10 stocks we …
Key Points A Raymond James analyst assigned a strong buy rating to AMD stock and set a price target of $641. Agentic AI will fuel AMD’s server CPU sales between now and 2030. AMD stock isn’t cheap, but strong growth in CPU sales justifies owning …
Key Points Empowering software and systems with the tools to make autonomous, split-second decisions is an estimated $15.7 trillion addressable opportunity by 2030. If this chipmaker is successful in prying away AI data center market share from Nvidia, its shares can soar 164%. Meanwhile, another …
Image As markets shift towards an always-on environment with the advent of 23/5 trading, one of the questions surrounding this has been how this will be achieved. At SALT and Kraken’s third annual Wyoming Blockchain Symposium, a panel of financial-industry executives made clear …
Key Points Constellation Energy reported a 33% year-over-year increase in adjusted operating earnings and raised its full-year guidance. Its acquisition of Calpine added significant power generation capacity and boosted earnings. The company secured major power purchase agreements with major companies and added to its agreements …
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Netflix Inc (Symbol: NFLX), where a total volume of 275,943 contracts has been traded thus far today, a contract volume which is representative of approximately 27.6 million …
Key Points Many Tesla bulls have high conviction about the company’s AI infrastructure efforts, Optimus and Robotaxi. For now, Optimus has yet to be deployed commercially, while Robotaxi’s growth has been uninspiring. Druckenmiller’s options may still prove profitable, as many investors are likely overlooking a …
Key Points Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026’s third-largest primary follow-on offering, behind Alphabet’s $84.75 billion equity program …
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 (August 21) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$77,864.10, up 8.3 …
Key Points Jensen Huang sees better times ahead for Nvidia. CEOs like Jamie Dimon and Elon Musk have made similar projections that have paid off. Nvidia will report earnings on Wednesday, and revenue is set to double. 10 stocks we like better than Nvidia › …