Chips have fueled the AI gold rush, sending valuations of stocks like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) soaring as investors piled in. Six months later, though, the hardware leader sits flat…
The AI arms race has been rolling since ChatGPT landed in late 2022, and one quote from that era keeps coming back to me as I look at where Alphabet (NASDAQ:GOOGL |…
Wall Street’s conviction around Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) long-term story keeps building. William O’Neil has reinstated coverage of Alphabet stock with a Buy rating, a signal that the firm sees…
David Moadel Live Updates Market Turnaround12:52pm ETThe markets have recovered earlier losses in a whipsaw trading session, with all three of the major stock market averages now in the green. The Nasdaq Composite is…
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming back to the same question: is this a bubble, or is…
The Broadcom/Google deal announced this week signals a structural shift in AI infrastructure competition. Here’s Bloomberg’s Neil Campling: “The key factor is this is a five-year long-term agreement between Broadcom and Google.…
Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) stock is up 4% in Wednesday’s session, moving from $305.46 to $317 as investors cheer the latest geographic expansion of Waymo’s autonomous ride-hailing service. That gain…
Live Updates Biggest Gainers11:53am ETHere’s a few of the stocks driving today’s market rally: Carnival Corp (NYSE: CCL) is up 10.5%. United Airlines (NYSE: UAL) is gaining 10.2%. Ciena Corp (NYSE: CIEN)…
Doug Clinton, CEO of Intelligent Alpha, was asked a simple question in a recent interview: which AI companies are the safest bets for investors in public markets right now? His answer: I…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) shares are up 6% in midday trading on Tuesday, rising from $314.43 to nearly $333 as the company announced landmark long-term AI supply agreements with Alphabet‘s…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) rose 3.65% in a.m. trading on Tuesday after announcing a long-term agreement with Alphabet (NASDAQ:GOOGL) to design and supply custom Tensor Processing Units (TPUs) and networking…
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a…
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead. Whether you have discounts today and you want to…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 4% in midday trading on Monday while shares of SanDisk (NASDAQ:SNDK) climb 3%. Both memory chipmakers are riding a wave of renewed…
AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion, and the global AI market is projected to reach $4.8 trillion by…
