Beth KindigSemiconductor Stocks Q4 Overview: AI Gains Heat UpSemiconductor stocks are standout performers so far in 2024, with investor appetite for AI stocks remaining elevated as AI chip leader…9 min read·Apr 16, 2024--1--1
Beth KindigArm Stock: AI Chip Favorite Is OverpricedArm Holdings is positioned to capitalize on the growing adoption of artificial intelligence (AI) technologies, leveraging its established…11 min read·Mar 26, 2024----
Beth KindigTop 3 Ad-Tech Stocks For 2024Ad spending growth is widely forecast to accelerate in 2024, after a challenging macro environment significantly dented budgets and growth…10 min read·Mar 19, 2024----
Beth KindigCybersecurity Stocks: CrowdStrike Soars While Palo Alto And Zscaler FallThis year has led to a split landscape for cybersecurity stocks, with two of cybersecurity leaders up more than 20% YTD while others are…9 min read·Mar 12, 2024----
Beth KindigThe Magnificent 7 Are Falling Like Dominos; Only 3 RemainThe Magnificent 7, defined as Apple, Alphabet, Amazon, Meta, Microsoft, Nvidia and Tesla, have seen a “magnificent” run fueled by AI…7 min read·Mar 5, 2024----
Beth KindigNvidia Stock Gained $1.5 Trillion To Surpass The FAANGs — Apple Is NextIn August of 2021, my firm made a very bold prediction that Nvidia will surpass Apple in valuation. At the time, Nvidia was at a market…13 min read·Feb 28, 2024----
Beth KindigPalantir Stock Surges From Artificial Intelligence PlatformPalantir’s Q4 earnings confirmed an acceleration in its US commercial business as it closed out its first GAAP profitable year. Shares are…8 min read·Feb 20, 2024----
Beth KindigAI Driving Acceleration For Big 3 Cloud StocksBig Tech’s participation in the market’s push to all-time highs is becoming increasingly narrow, with Nvidia, Meta, Microsoft and Amazon…7 min read·Feb 13, 2024----
Beth KindigCoinbase, Robinhood: Examining The Impact Of Spot Bitcoin ETFsThe SEC approved nearly a dozen spot Bitcoin ETFs on January 10 in what was heralded as a “watershed” moment for the crypto industry…9 min read·Jan 30, 2024----
Beth KindigTesla Q4 Earnings Preview: Margins Likely To Slip AgainTesla’s Q4 earnings are on tap after the market close on January 24, closing up a year in which aggressive price cuts helped the automaker…9 min read·Jan 23, 2024----