Seeking catalyst driven opportunity
Nebius Group N.V. NBIS appears to be laying a solid foundation for 2027 as strong demand for AI infrastructure drives large customer wins, rising capacity requirements and favorable pricing. During the second quarter of 2026, the company signed four landmark AI cloud agreements with Reflection, …
Netflix (NASDAQ: NFLX) has been one of the biggest surprises on the stock market in recent years after investors had written off the stock in 2022 following two straight quarters of subscriber losses. However, since then, the company has revamped its business, and it’s delivered …
Key Points Ford lost $8.2 billion in 2025, its deepest annual loss since 2008, even as revenue hit a record $187.3 billion. The stock was higher two years later after five of the seven other loss years since 2001. The strongest recoveries followed the final …
Key Points For years, Alibaba (NYSE: BABA) was synonymous with Chinese e-commerce. Its Taobao and Tmall operations were the crown jewels of its tech empire. The cloud was a promising side business. And investors largely viewed the company through the lens of China’s consumer economy. …
Breakfast News: Week in Review September 4, 2026 1. The Cheapest AI Yet Squeezes the Companies Selling It Source: Image created by Jester AI. Tokens serve as the billing unit that AI models use for their services. On Monday, a million tokens could be purchased …
Key Points Warren Buffett retired as Berkshire’s CEO on Dec. 31, passing the baton and oversight of the company’s $360 billion investment portfolio to Greg Abel. Like the Oracle of Omaha, Greg Abel believes in concentrating Berkshire Hathaway’s invested assets in his best ideas. Tech …
Snowflake SNOW shares have rallied 16.6% since it reported second-quarter fiscal 2027 results on Sept. 2, 2026. The uptick can be attributed to the company’s strong product revenue growth and accelerating enterprise adoption of its newer artificial intelligence products. Click here to check the details …
Listen to the audio version of this article (generated by AI). Editor’s Note: Nvidia Corp. (NVDA) has become one of the most powerful players in the AI Revolution. Although I don’t currently recommend the stock, there’s still plenty to learn from CEO Jensen Huang’s strategy. …
Key Points The debate between Advanced Micro Device‘s (NASDAQ: AMD) and Nvidia‘s (NASDAQ: NVDA) stocks has been raging since the artificial intelligence (AI) arms race kicked off in 2023. For the first three years, Nvidia was the far better investment and outperformed AMD. That hasn’t …
Key Points Data center sales today make up roughly 90% of Nvidia’s entire business. Its CFO expects the new Vera Rubin chips to make up 20% of data center sales in the third quarter. Nvidia says Vera Rubin has the fastest ramp-up of any product …