Seeking catalyst driven opportunity
While concerns that the AI demand outlook is overblown and players like OpenAI will struggle to meet their commitments regarding GPUs are valid, these are bricks in a Wall of Worry built on a robust demand spike and the foundations of a multi-year memory chip supercycle. Evidence of the supercycle …
Qualcomm Incorporated QCOM recently introduced a leading-edge industrial-grade processor, the Qualcomm Dragonwing IQ-X Series, to support smart manufacturing by enhancing industrial PCs. Built upon Qualcomm Oryon CPU, the solution is designed for the rugged and harsh environment of an industrial setup. It offers up to …
Key Points Nvidia is scheduled to report earnings on Nov. 19. Investors recently have worried about the valuations of artificial intelligence stocks — so clues about AI market trends are valuable. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) investors are facing …
Here’s a quick recap of the crypto landscape for Monday (November 10) 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 and Ether price update Bitcoin (BTC) was priced at US$105,879, …
Artificial intelligence spending is fueling the Wall Street bull market as big tech bets big on power-hungry AI data centers and beyond. The AI hyperscalers, including Amazon, Meta, and others, are projected to spend roughly $400 billion in capex in 2025 alone. Global data center …
Set to report results for its fiscal fourth quarter on Thursday, November 13, momentum in Disney DIS shares has wavered for much of the year. Ahead of its Q4 report, the media giant’s stock is up a subpar +3% in 2025 despite being less than 9% …
U.S. legacy automaker Ford F is hovering around its 52-week high. It closed the last trading session at $13.21, just around 5% off its one-year peak. Year to date, the stock has gained more than 33%, outperforming both the industry and its closest peer, General …
Key Points Alphabet’s Google Cloud saw revenue jump 33% in the last year. Its backlog rose 46% to $155 billion. Alphabet has more than $90 billion in capital expenditures this year, but still has plenty of cash on hand. 10 stocks we like better than …
Here’s a quick recap of the crypto landscape for Friday (November 14) 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 and Ether price update Bitcoin (BTC) was priced at US$97,312.90 …
Even as the longest shutdown in government history ends, markets couldn’t shake ongoing fears that stocks are overvalued, with concerns growing that the AI trade is bubbling in particular. Alphabet GOOGL wasn’t immune to Thursday’s broader but tech-led selloff despite recently announcing ambitious news that its …