"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Here’s a quick recap of the crypto landscape for March 4 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$70,987.43, up by 6.7 percent over the …
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Let’s take …
Key Points Dogecoin was created as a joke in 2013, but by 2021, it was more valuable than most companies in the S&P 500. The token proceeded to lose more than 90% of its value by mid-2022, and it has struggled to mount a sustained …
Key Points Nvidia is a compelling value based on its earnings, free cash flow, and growth rate. Blackwell and Rubin will provide the backbone of agentic artificial intelligence (AI) compute demands. Increased use of AI models to build agentic tools will accelerate future compute demand. …
Among the bunch of big-time spenders concerning the AI frenzy, a pair of Mag 7 members involved in the cloud, including Microsoft MSFT and Alphabet GOOGL, stick out considerably, with each pouring billions into their respective AI efforts. Extremely high capital expenditures (CapEx) have been …
Key Points With the latest round of 13F forms out, we have some new insights into what stocks are in the portfolios of billionaire hedge fund managers. One fund I follow is Third Point, run by billionaire Daniel Loeb. During the fourth quarter, he made …
Here’s a quick recap of the crypto landscape for Monday (February 23) as of 9:00 p.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$64,409.84, down by 4.4 percent over …
Key Points AMD and Dell are poised to profit from Meta’s increased spending on AI infrastructure. Meta will utilize AMD’s Instinct GPUs and EPYC CPUs in its AI data centers. Dell’s infrastructure business should benefit from new data centers and advanced chip setups. 10 stocks …
Key Points The Magnificent Seven tech stocks used to be almost automatic winners. They led the S&P 500 higher in the earlier days of the artificial intelligence (AI) boom as investors aimed to get in on players most likely to benefit from this new technology. …
Key Points Investors have been growing bearish on artificial intelligence (AI) stocks this year, and Microsoft has been no exception. A high valuation and concerns about AI spending have made the stock ripe for a sell-off. Its business, however, remains in excellent financial shape. 10 …