Seeking catalyst driven opportunity
Key Points Amazon’s AI solutions are getting a lot of attention, but its advertising business is another key tailwind in addition to e-commerce. Netflix is getting a lot of coverage for a potential acquisition, but its flagship businesses are sticky on their own. Nvidia is …
Long-term investing is the key to sustainable returns in the market. But if you bet on the wrong company (without diversifying your portfolio), you might be better off leaving your cash in the bank. With shares down by 38% over the last decade, Ford Motor …
Baidu’s BIDU AI Cloud business is gaining strategic significance as the company sharpens its focus on scaling its foundation model ecosystem and deepening enterprise use cases. The introduction of ERNIE 5.0, built with native omni-modal capabilities across multimodal understanding, creative writing and instruction following, is …
Key Points An early investment in Tesla would have proven wildly lucrative today. Lucid has set seven consecutive quarterly records for deliveries. With the Gravity base trim on the way, it should further boost demand for the vehicle. 10 stocks we like better than Lucid …
Key Points Beginning Jan. 1, Greg Abel, who’s been overseeing Berkshire’s non-insurance operations, will become the new CEO. Although Warren Buffett’s short-term actions and long-term ethos didn’t always align, he remained an unwavering value investor who looked to the horizon and never bet against America. …
Right now is a great time to invest in technology stocks — for two reasons. First, we’re at the beginning of the growth story for a promising new area, and that’s artificial intelligence (AI). JPMorgan Chase Chief Executive Officer Jamie Dimon has even said that …
Key Points Investing in exchange-traded funds (ETF) is an excellent way to gain exposure to powerful trends in the market while availing yourself of instant diversification. They’ve become popular since they’re easily buyable and sellable on an open market and typically come with low expense …
Key Points Alibaba has invested more than $17 billion over the past year in AI and cloud infrastructure over the past year. Alibaba’s AI-related product revenue has delivered growth north of 100% for nine consecutive quarters. Its cash cow e-commerce business is financing Alibaba’s AI …
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take …
Key Points Nvidia, with earnings reaching record levels, is one of the first winners of the AI boom. The tech giant says AI inferencing will be a major growth driver in the years to come, so it’s placed a big bet on that area. 10 …