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Wedbush: Nvidia has 30-40% upside ahead
Apr 6, 2026
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AI Stocks That Will Thrive Even if Oil Hits $200
Apr 3, 2026
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Kyndryl CEO: Enterprise AI is a bullet train on 30-mph tracks
Apr 3, 2026
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Amazon’s Globalstar play about spectrum, not just hardware
Apr 3, 2026
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Bloomberg: Tesla’s AI dreams don’t change reality, cars still pay the bills
Apr 3, 2026
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Is Amazon CEO Jassy wrong about his custom chips bet?
Apr 2, 2026
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Semianalysis CEO: Google’s free cash flow will hit zero next year from AI capex
Apr 2, 2026
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Cramer: Palantir will have great 2026-2027 despite recent selloff
Apr 2, 2026
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Semianalysis CEO: Adobe faces existential threat from AI commoditization
Apr 2, 2026
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3Fourteen’s Pies: AI and semis are ‘where the underlying strength is’
Apr 1, 2026
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DRAM prices surged 90-95%, memory suppliers booked two years out
Apr 1, 2026
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Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone
Apr 1, 2026
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BKV CEO: Natural gas is only viable way to build gigawatt capacity in 2-4 years
Apr 1, 2026
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Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers
Apr 1, 2026
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Salesforce CEO Benioff: Slack revenue expected to hit $3 billion this year
Apr 1, 2026
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Buffett on Apple sale: ‘I sold it too soon’
Mar 31, 2026
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“We Power Over 160,000 Restaurants”: Toast’s CFO Makes the Case for a Data-Driven Moat
Mar 31, 2026
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IBM CEO: Regulatory environment much friendlier for M&A deals now
Mar 25, 2026
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Zscaler CEO: AI can’t replace mission-critical traffic inspection requiring 100% reliability
Mar 23, 2026
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Melius analyst: Microsoft’s Copilot reorganization is a ‘red flag’
Mar 23, 2026
