"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points With the four major AI hyperscalers set to spend around $650 billion in 2026 on data center capital expenditures, there are a lot of companies slated to cash in. While some may question how much Amazon, Microsoft, Alphabet, and Meta Platforms are spending, …
Key Points Nvidia has invested in Brookfield’s first AI infrastructure fund. Brookfield also launched a new cloud services company that’s building with Nvidia’s designs. The company also has investments across infrastructure, power, and credit. 10 stocks we like better than Brookfield Corporation › AI has …
Key Points Several “Magnificent Seven” stocks are much cheaper now than they were a few months ago. Meta Platforms is the cheapest of the group. The market is worried about Meta’s artificial intelligence (AI) spending. 10 stocks we like better than Meta Platforms › The …
Key Points Meta’s first-quarter revenue guidance implies about 30% year-over-year growth at the midpoint. Netflix is still growing quickly, but its own forecast calls for a step-down in growth in 2026. Despite trading at similar valuations, one of the two stocks looks significantly more attractive. …
Key Points Ford continues to have the best-selling vehicle in America with the F-Series pickup trucks. The business has been plagued by quality issues, while tariffs pressure earnings. It’s likely that shares will keep underperforming the market in the long run. 10 stocks we like …
With the advent of artificial intelligence (AI), NVIDIA Corporation (NASDAQ:) has surged to become the world’s most valuable company, reaching a market capitalization of around $4.5 trillion, an extraordinary increase from roughly $0.5 billion at the time of its IPO. NVIDIA’s shares surged an astonishing …
Here’s a quick recap of the crypto landscape for Friday (February 20) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$67,850.72, up by 1.2 percent over …
NVIDIA Corporation NVDA is all set to report its much-awaited fiscal 2026 fourth-quarter (ended Jan. 25) earnings after the closing bell on Feb. 25. With rising artificial intelligence (AI)-driven bubble concerns, this report could prove crucial, making it essential for investors to consider strategic actions …
Key Points Tesla is repurposing EV factories to build its Optimus robots. The company is doubling its spending to $20 billion to help expand its robotics business. While it may have an early lead, success isn’t guaranteed, and Tesla’s shares are too pricey. These 10 …
I have been detailing the rotation unfolding beneath the surface of the market in recent weeks. While mega-cap technology and much of the AI ecosystem pulled back, value stocks, cyclicals and several international markets attracted fresh inflows. This type of leadership transition is common during …