"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
The surge in AI workloads has ignited a rush for infrastructure. From hyperscale data centers packed with GPUs to specialized cloud platforms for model training and inference, the AI infrastructure market is now one of the most booming sectors in the tech landscape. As highlighted …
Key Points Netflix incurred $619 million in extra expenses last quarter due to a tax dispute. The company fell well short of Wall Street’s earnings expectations. The stock trades at a price-to-earnings multiple of 50, which is well above the average multiple of the S&P …
Key Points A 25% automotive tariff on parts and imported vehicles spooked Ford earlier this year. Ford initially said tariffs could cost the company up to $3 billion in 2025. A recently announced manufacturing credit will help Ford significantly offset the impact of auto tariffs. …
Key Points Artificial intelligence (AI) is a huge theme for investors right now, and for good reason. The AI space is growing quickly, expected to jump from $279.2 billion in 2024 to $3.5 trillion just eight years from now — a compound annual growth rate …
Key Points The Nasdaq Composite crashed earlier this year but the technology-heavy index quickly rebounded to enter its seventh bull market since 1990. The Nasdaq has advanced 47% since the current bull market started, but the index has returned an average of 281% during past …
Key Points Procter & Gamble’s weak guidance showcases that the slowdown in the household and personal care industry is far from over. Procter & Gamble is investing in its supply chain and portfolio of brands to drive efficiency. The stock is a great value and …
Amazon.com (AMZN) heads into its upcoming earnings report as the clear laggard among the Magnificent Seven. The stock is up just 5% year-to-date and has been essentially flat over the past three months, a period that’s been broadly strong for large-cap tech. Over that stretch, …
What started as a childhood wager at a Kentucky racetrack turned into a data-driven engine that’s outsmarting Wall Street. Editor’s Note: Every great investing breakthrough starts with a story, often far from Wall Street. For LikeFolio co-founder Landon Swan, it began at a racetrack in …
Key Points Nvidia became the first company ever to be valued at $5 trillion. Hopes for a détente with China helped drive it past the milestone. Nvidia still has a lot more ways it can grow. 10 stocks we like better than Nvidia › Nvidia …
Here’s a quick recap of the crypto landscape for Wednesday (October 29) 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 and Ether price update Bitcoin (BTC) was priced at US$113,072, …