Seeking catalyst driven opportunity
NVIDIA Corporation NVDA and Advanced Micro Devices, Inc. AMD have both gained immensely from soaring demand for artificial intelligence (AI) infrastructure and recently posted strong quarterly results. However, NVIDIA remains the market leader, while AMD continues to gain ground. So, which AI stock offers the …
Key Points IonQ and Rigetti Computing both have annual revenue growth of more than 100%. Despite rapid acceleration across the top line, these pure-play quantum computing companies continue to burn cash at a blistering pace. Nvidia is making its way into the quantum arena, while …
Listen to the audio version of this article (generated by AI). Nearly a decade ago, HBO introduced viewers to The Young Pope. In the show, Jude Law plays Pius XIII, the newly elected head of the Catholic Church. And almost immediately, he drives the Vatican’s …
Apple AAPL has expanded its flagship smartphone portfolio with the iPhone Duo, its first foldable iPhone, opening a new product category that could strengthen the company’s upgrade cycle and deepen engagement across its hardware, AI and services ecosystem. The launch comes against a strong backdrop …
Key Points Netflix isn’t sidestepping the sweeping slowdown the entire streaming industry seems to be facing now. The pioneer of the streaming business, however, still enjoys its highly profitable dominance of this market. Interested investors should recognize they’re buying into the strength and potential of …
Key Points Most investors have heard by now that yields on government bonds are soaring. It’s been on the front page of every newspaper. Yields are rising as bond investors around the world are selling many of their longer-maturity bonds — like those maturing in …
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 Friday (September 4) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$81,049.94, trading 1.3 …
Key Points Recent news of a $10.2 billion secondary share sale doesn’t help the short-term case for this stock. Alibaba is spending heavily on AI infrastructure, and will direct all of the proceeds from this stock sale to its build-out. The stock could remain under …
The AI spending race shifted into a higher gear during the Q2 earnings season, with Microsoft, Amazon, Alphabet and Meta reporting roughly $170 billion in capital expenditures (CapEx). Microsoft reported $41 billion of CapEx, Alphabet spent $44.9 billion and raised its full-year CapEx forecast, Meta …
Key Points Warren Buffett guided the Berkshire Hathaway holding company to market-beating returns for 60 years. He regularly said that everyday investors could do well by purchasing an exchange-traded fund that tracks a diversified index like the S&P 500. In February 2014, Buffett specifically recommended …