AI Spending To Exceed A Quarter Trillion Next YearBig Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter…1d ago1d ago
Palantir Stock: How High Is Too High?Two weeks ago, I highlighted that Palantir is “one of the rare few that sees AI drive both real returns for its business and real value for…Nov 12Nov 12
Tesla Stock: Margins Bounce Back For AI-LeaderTesla is arguably one of the most advanced AI companies in the world, yet its stock is dictated by margins. Over the past three years…Oct 30Oct 30
This Stock Is Crushing Salesforce, MongoDB And Snowflake In AI RevenuePalantir has been one of the top-performing AI software stocks this year with a 156% YTD return, thanks to accelerating revenue growth and…Oct 22Oct 22
Nvidia, Mag 7 Flash Warning Signs For StocksThe Fed surprised the market with an aggressive 50 bps cut recently, which has pushed the S&P 500 back to new all-time highs. However, not…Oct 15Oct 15
Cybersecurity Stocks Seeing Early AI GainsCybersecurity is becoming increasingly important in the age of AI, as the number and sophistication of threats increase. Combining…Oct 1Oct 1
4 Things Investors Must Know About AILast week was quite an important week for tech and AI investors, with Goldman Sachs hosting its Communacopia and Technology Conference…Sep 24Sep 24
AI PCs Have Arrived: Shipments Rising, Competition Heating UpChipmakers Qualcomm, Intel and AMD are working to bring AI-capable PCs to the “mainstream”, delivering powerful neural processing units to…Sep 18Sep 18
Prediction: Microsoft Azure To Reach $200 Billion In Revenue By 2028The period after the dot-com bubble including the financial crisis of 2008 were difficult years for Microsoft. The stock returned a mere…Sep 10Sep 10
Nvidia Stock Is Selling Off: It’s Not Because Of BlackwellOur firm extrapolated supply chain data to conclude that Blackwell is in production at TSM and SMCI last week in the analysis: Nvidia…Sep 3Sep 3