AI Portfolio Articles

All AI Portfolio Content

231 Articles

Brad Faye | Feb 16, 2026 at 3:22 PM EST

Google (GOOGL) Cloud Revenue Just Surged 48% And May Have Delivered Knockout Blow To OpenAI

Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026.…

Brad Faye | Feb 16, 2026 at 3:20 PM EST

Advanced Packaging Is Bringing Sexy Back To AI Investing

Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe…

Eric Bleeker | Feb 16, 2026 at 2:07 PM EST

Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat

The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and…

Eric Bleeker | Feb 15, 2026 at 2:44 PM EST

CoreWeave Jumps 7% This Week Ahead of February 26 Earnings

CoreWeave (NASDAQ:CRWV) gained 6.77% this week, closing at $96.04 on February 13. That performance stands in sharp contrast to the…

Eric Bleeker | Feb 15, 2026 at 10:22 AM EST

Super Micro Computer (SMCI) Week in Review: 11% Stock Drop Despite 123% Growth

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) dropped 11.2% this week, closing at $30.54 on Friday. The decline stands…

Eric Bleeker | Feb 15, 2026 at 10:05 AM EST

SoundHound’s Week in Review: Earnings Uncertainty & Valuation Questions

SoundHound AI (NASDAQ:SOUN) dropped 12.85% this week, closing at $7.46 on Friday. The voice AI company’s shares have now fallen…

Eric Bleeker | Feb 15, 2026 at 9:25 AM EST

Western Digital’s Week in Review: Shares Now Up 63% in 2026

Western Digital (NASDAQ:WDC | WDC Price Prediction) moved sideways this week, dipping 0.35% to close at $281.58 on February 13.…

Eric Bleeker | Feb 15, 2026 at 8:45 AM EST

Broadcom’s Week in Review: Cathie Wood’s ARK Invests

Broadcom closed Friday trading at $325.17, down 2.3% for the week. While the semiconductor sector gained ground with the SOXX…

Eric Bleeker | Feb 15, 2026 at 7:50 AM EST

Nvidia’s Week: UBS Raises Target, Hyperscaler Spending Holds, AMD Stumbles

Nvidia closed the week at $182.81, down 1.4% from the prior week’s close. Three distinct storylines emerged that matter far…

Eric Bleeker | Feb 14, 2026 at 6:45 PM EST

Palo Alto Networks Climbs 4.8% This Week Before Tuesday’s Earnings Release

Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) had a volatile week, climbing 4.79% to close Friday at $166.95 after…

Eric Bleeker | Feb 14, 2026 at 5:30 PM EST

Constellation Energy Surges 10% This Week on Data Center Deals and Analyst Upgrades

Constellation Energy Corp (NASDAQ:CEG | CEG Price Prediction) surged 10.33% this week, closing at $288.43 on Friday, February 13. The…

Eric Bleeker | Feb 14, 2026 at 3:30 PM EST

Three Problems Explain Why Intel Stock Dropped 7.5% This Week

Intel Corporation (NASDAQ:INTC | INTC Price Prediction) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY)…

Eric Bleeker | Feb 14, 2026 at 2:00 PM EST

Alphabet’s Week in Review: 5.3% Drop as New Data Center Deals Announced

Alphabet (NASDAQ:GOOG | GOOG Price Prediction) dropped 5.29% this week, closing at $306.02 on Friday. That’s a sharper decline than…

Eric Bleeker | Feb 14, 2026 at 1:26 PM EST

Meta Stock Falls 3.28% This Week Despite Ackman Endorsement and Bullish Analyst Targets

Meta Platforms closed the week at $639.77, down 3.28% from February 6. The S&P 500 fell just 1.29% over the…

Eric Bleeker | Feb 14, 2026 at 12:33 PM EST

Netflix Stock Drops 6.5% This Week Amid Warner Bros Acquisition Battle and AI Concerns

Netflix (NASDAQ:NFLX | NFLX Price Prediction) closed the week at $76.87, down 6.48% from February 6. That’s five times worse…

1 … 4 5 6 7 8 … 16

AI Portfolio Articles

All AI Portfolio Content

Google (GOOGL) Cloud Revenue Just Surged 48% And May Have Delivered Knockout Blow To OpenAI

Advanced Packaging Is Bringing Sexy Back To AI Investing

Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat

CoreWeave Jumps 7% This Week Ahead of February 26 Earnings

Super Micro Computer (SMCI) Week in Review: 11% Stock Drop Despite 123% Growth

SoundHound’s Week in Review: Earnings Uncertainty & Valuation Questions

Western Digital’s Week in Review: Shares Now Up 63% in 2026

Broadcom’s Week in Review: Cathie Wood’s ARK Invests

Nvidia’s Week: UBS Raises Target, Hyperscaler Spending Holds, AMD Stumbles

Palo Alto Networks Climbs 4.8% This Week Before Tuesday’s Earnings Release

Constellation Energy Surges 10% This Week on Data Center Deals and Analyst Upgrades

Three Problems Explain Why Intel Stock Dropped 7.5% This Week

Alphabet’s Week in Review: 5.3% Drop as New Data Center Deals Announced

Meta Stock Falls 3.28% This Week Despite Ackman Endorsement and Bullish Analyst Targets

Netflix Stock Drops 6.5% This Week Amid Warner Bros Acquisition Battle and AI Concerns

Dave Ramsey Is Baffled by a Debt-Free Couple Making $100,000 Who Can’t Save a Dollar: ‘I Just Can’t Fill Up All the $1,000 Holes’

The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

Union Electricians Risk Leaving Pension Money on the Table, Here’s the Fix

AI Isn't Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

Why Robo Global Robotics & Automation ETF (ROBO) Is a Top ETF Buy for Robotics Investors

Dave Ramsey Is Baffled by a Debt-Free Couple Making $100,000 Who Can’t Save a Dollar: ‘I Just Can’t Fill Up All the $1,000 Holes’

The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

AI Portfolio Articles

All AI Portfolio Content

Google (GOOGL) Cloud Revenue Just Surged 48% And May Have Delivered Knockout Blow To OpenAI

Advanced Packaging Is Bringing Sexy Back To AI Investing

Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat

CoreWeave Jumps 7% This Week Ahead of February 26 Earnings

Super Micro Computer (SMCI) Week in Review: 11% Stock Drop Despite 123% Growth

SoundHound’s Week in Review: Earnings Uncertainty & Valuation Questions

Western Digital’s Week in Review: Shares Now Up 63% in 2026

Broadcom’s Week in Review: Cathie Wood’s ARK Invests

Nvidia’s Week: UBS Raises Target, Hyperscaler Spending Holds, AMD Stumbles

Palo Alto Networks Climbs 4.8% This Week Before Tuesday’s Earnings Release

Constellation Energy Surges 10% This Week on Data Center Deals and Analyst Upgrades

Three Problems Explain Why Intel Stock Dropped 7.5% This Week

Alphabet’s Week in Review: 5.3% Drop as New Data Center Deals Announced

Meta Stock Falls 3.28% This Week Despite Ackman Endorsement and Bullish Analyst Targets

Netflix Stock Drops 6.5% This Week Amid Warner Bros Acquisition Battle and AI Concerns

Dave Ramsey Is Baffled by a Debt-Free Couple Making $100,000 Who Can’t Save a Dollar: ‘I Just Can’t Fill Up All the $1,000 Holes’

The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

Union Electricians Risk Leaving Pension Money on the Table, Here’s the Fix

Our $500K AI Portfolio

AI Isn't Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

Why Robo Global Robotics & Automation ETF (ROBO) Is a Top ETF Buy for Robotics Investors