Seeking catalyst driven opportunity
Key Points AMD, Cisco and HUMAIN said Monday that Instinct MI355X-based AI infrastructure is live in Saudi Arabia and serving customers. The partners plan up to 250 megawatts more beginning in 2027, on the way to as much as 1 gigawatt by 2030. AMD’s data …
Key Points Last quarter, Nvidia doubled its revenue year over year to nearly $100 billion. Amazon Web Services is adding 2 million graphics processing units (GPUs), and sales of Vera Rubin are ramping up faster than any platform before it. Nvidia is securing land, power, …
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 Wednesday (September 2) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$76,706.03, trading 1.7 …
International Business Machines Corporation IBM has declined 21% year to date against the industry’s growth of 100.3% due to macroeconomic challenges and the evolving dynamics in the artificial intelligence (AI) ecosystem that threaten its core legacy businesses. The stock has lagged peers like Microsoft Corporation MSFT …
Disney DIS faces a critical juncture as its streaming segment’s profitability is accelerating while theme park operations demonstrate resilience despite industry headwinds. The company’s fourth-quarter fiscal 2025 results revealed streaming’s transformation, with direct-to-consumer operating income reaching $352 million, up 39% year over year. Full-year streaming …
Listen to the audio version of this article (generated by AI). Checking in on the bond market… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number Yardeni is watching As I write on Wednesday, …
Archer Daniels Midland (ADM) could be a solid choice for investors given the company’s remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The rising trend …
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Ford Motor Co. (Symbol: F) has taken over the #211 spot from Keysight Technologies Inc (Symbol: KEYS), according to The Online Investor. Market capitalization is an important data …
Amazon AMZN and Alibaba Group BABA lead e-commerce on their continents, each evolving into cloud and AI powerhouses. Amazon dominates North American and international marketplaces, with Amazon Web Services (“AWS”) anchoring global cloud infrastructure. Alibaba, via Taobao and Tmall, remains China’s commerce backbone, with Alibaba …
Key Points Elon Musk, the CEO of Tesla (NASDAQ: TSLA), is known for being a visionary. But it is important to remember that not every big idea turns into a big, profitable business. For example, the company recently stopped selling solar roofs, which sounded like …