AI Portfolio
AI Portfolio Articles
It should be a very good Monday if you own shares of NVIDIA (Nasdaq: NVDA) or other stocks in the semiconductor space. Late Friday night, industries like computers, smartphones, semiconductors,...
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“We could see a tech stock rally for the ages on Monday.” If you’re a tech investor who has been beaten down over the past two months as technology became the worst-performing sector amid...
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Believe it or not, but Robinhood (Nasdaq: HOOD) is still up year-to-date. The company’s stock is up about 6% in 2025. Yet, if you own Robinhood, it might not feel like 2025 has been a winning...
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NVIDIA (Nasdaq: NVDA) is hosting its biggest event of the year: GTC. Yesterday NVIDIA CEO Jensen Huang gave a keynote which not only was the company’s opportunity to push back on concerns weighing...
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Live Updates Live Coverage Has Ended Earnings Call Winding Down - NVIDIA Up 1.6% 5:48 pm by Eric Bleeker The earnings call is winding down, and NVIDIA is up about 1.7% as of 5:45 p.m. ET. At this...
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Live Updates Live Coverage Has Ended Amazon Addresses DeepSeek 2:36 pm by Eric Bleeker A Wall Street analyst asked Andy Jassy about DeepSeek’s implications and Jassy largely said they believed...
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It’s Christmas in February for AI investors. Last night Alphabet (Nasdaq: GOOGL) reported earnings and investors weren’t happy with the results in spite of Google touting leadership in several...
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AI stocks are on the move after hours. The primary catalyst is earnings from Alphabet (Nasdaq: GOOGL). While Alphabet shares are off nearly 7%, there was news in their earnings release that...
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Is the DeepSeek panic over? Stocks involved in the AI infrastructure build-out saw a punishing sell-off on Monday. Many leading names in the trade like Vertiv (NYSE: VRT) and Credo (Nasdaq: CRDO)...
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Live Updates Live Coverage Has Ended Markets Are Open and Broadcom is Soaring 9:48 am by Eric Bleeker Markets have opened for the day and Broadcom’s gains are accelerating. The stock is up 6.6%...
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Live Updates Live Coverage Has Ended Microsoft Sinks on Guidance 6:02 pm by Eric Bleeker Microsoft’s guidance for next quarter has led to a rapid sell-off. Shares are down 4.7% with shares of...
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Live Updates Live Coverage Has Ended Technology Stocks Rising Today 2:09 pm by Eric Bleeker While NVIDIA (Nasdaq: NVDA) is down 17% today, many stocks across technology are rallying. Let’s take a...
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One story is driving stocks across the AI space higher today: the announcement of ‘Project Stargate.’ Stargate is a new company backed by Oracle, OpenAI, SoftBank, and MGX that aims to invest...
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It’s not even Inauguration Day yet, but Donald Trump is making headlines across the financial world. Friday night he launched a meme coin – $TRUMP – that quickly skyrocketed to a fully diluted...
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Live Updates Live Coverage Has Ended S&P 500 Winners 11:13 am by Eric Bleeker What stocks are leading the S&P 500 today? The top gainer is Lam Research, followed by KLA, and then Applied...
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