NVIDIA CEO Jensen Huang just told us what the market already knew but few wanted to price in: we need trillions more dollars for AI infrastructure buildout. Not billions. Trillions. His timing…
Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal advocates who dismiss the other as missing the point. Dividend investors argue that…
Tuesday morning brings five major stories, and five ways to profit. Here’s what happened and how you make money from it. 1. Netflix Goes All-Cash: Warner Bros Deal Gets Real Netflix revised…
Summary: With 2026 right around the corner, two of our 24/7 Wall St. Analysts, Eric Bleeker and Austin Smith, thought it would be an appropriate time to discuss which of three AI…
Meta Platforms (NASDAQ:META | META Price Prediction) has delivered outstanding performance compared its hyperscaler peers such as Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT). Over the last 12 months, revenue…
Rich Duprey Live Updates No AI Bubble11:42am ETLarry Fink, CEO of BlackRock, the biggest asset management firm on the planet, said he sees zero signs of an AI bubble “by any imagination,” bursting the…
1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia’s dominance. AMD crushed both the market…
Meta Platforms (NASDAQ:META | META Price Prediction) has been a one-trick pony for most of its existence. The company makes almost all of its revenue from online ads. While other tech giants…
Marc Guberti Live Updates Microsoft's Data Center Push12:20pm ETBig Tech companies have increasingly come under scrutiny as local communities push back against the rapid expansion of massive data centers across the U.S. In response,…
Apple has fallen behind rivals in the artificial intelligence race because CEO Tim Cook failed to launch an advanced AI product of its own.
Live Updates Apple Chooses Google12:10pm ETIt’s official. Apple (Nasdaq: AAPL | AAPL Price Prediction) will roll out the welcome mat for Google’s (Nasdaq: GOOGL) Gemini solution to drive Siri with Gemini AI…
Nvidia's market cap is more than twice that of Meta Platforms. Nvidia has a huge advantage in that it almost single-handedly powers the AI revolution.
Perhaps going down the open-source route wasn’t the way to go. With Meta Platforms (NASDAQ:META | META Price Prediction) now going down the proprietary AI model route after its LLaMa model fell…
Joey Frenette Live Updates Intel Rises 11:24am ETPresident Trump has continued his fascination with legacy chipmaker Intel (Nasdaq: INTC), most recently meeting with CEO Lip-Bu Tan after the administration architected a plan to convert…
Watch the Video Our discussion started by going back to the late 1990s, when Cisco was one of the hottest stocks on the planet. At the height of the dot-com boom, it…
