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Rich Duprey

Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META | META Price Prediction) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the…

Rich Duprey · 3 months ago

Will the Federal Reserve Crush the Small-Cap Stock Revival?

The stock market has broadened in a way many investors have been waiting years to see. While artificial intelligence has helped create more than a dozen trillion-dollar companies and kept mega-cap technology stocks in…

Rich Duprey · 3 months ago

Does IREN Have the Inside Track on This $22 Billion Opportunity?

The Number Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian ambitions to…

Rich Duprey · 3 months ago

The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well…

Rich Duprey · 3 months ago

Is Nvidia Undervalued or AMD Overvalued — or Both?

Artificial intelligence continues to reshape the technology industry at a pace few expected. What began as a race to build faster AI chips has expanded into a massive infrastructure buildout spanning data centers, networking…

Rich Duprey · 3 months ago