Seeking catalyst driven opportunity
Alibaba BABA believes accelerating AI cloud demand could become the primary driver of enterprise growth in FY2027 as the commercialization of its AI infrastructure and model services gains momentum. During the fourth quarter of fiscal 2026, Cloud Intelligence Group’s external revenue growth accelerated 40% year …
Key Points The largest projected initial public offering (IPO) in Wall Street history is less than two weeks away. According to a new report, SpaceX has slashed the top end of its valuation target by $200 billion to “at least $1.8 trillion.” The narrative is …
Key Points Broadcom encapsulates the increasing importance of custom chips and networking solutions in artificial intelligence (AI) data centers. The company is well positioned to capitalize on AI inferencing spending. Broadcom is much more than a pure-play AI company. 10 stocks we like better than …
Two specific market signals that can reveal where institutional money is moving before the crowd catches on. Listen to the audio version of this article (generated by AI). Editor’s Note: Oil markets can’t seem to catch a break as geopolitical tensions, supply concerns, and global …
Sterling Infrastructure, Inc. STRL is in a cycle where visibility matters as much as velocity. The company is converting mission-critical demand into a deeper backlog, while expanding scope through integrated site and electrical delivery. That combination is showing up in results, guidance and a shifting …
Key Points Nvidia has driven the early stages of the AI boom with its strength in graphics processing units. Now, the company is focused on leading in the upcoming chapters of the story. 10 stocks we like better than Nvidia › In recent years, Nvidia …
Key Points AMD and Intel are set to benefit from the surge in demand for data center CPUs. Arm Holdings made a bold move by deciding to design its own CPUs. Nvidia’s powerful ecosystem will help make it a major player in the CPU space. …
Key Points Shares of Nebius Group (NASDAQ: NBIS) climbed to a record high on Monday after Nvidia CEO Jensen Huang spoke highly about the neocloud. Image source: Getty Images. Will AI create the world’s first trillionaire? Our team just released a report on the one …
Here’s a quick recap of the crypto landscape for Monday (June 1) as of 10:00 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$72,791.35, trading 1.6 percent lower over …
Key Points Transformative technologies like railroads, radio, and the internet created long-term winners, but also wiped out countless investors who bought at the wrong time. Today’s AI leaders like Nvidia, Microsoft, and Alphabet have real revenue and durable businesses, unlike the cash-burning start-ups of 1999. …