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 |…
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…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has declined 22% year-to-date from its highs, and our model prices the stock at $491.47 over the next 12 months. The price target for Microsoft is…
Vandita Jadeja Steve Ballmer once told me that in China, 90% of Microsoft (NASDAQ: MSFT) Windows licenses were stolen by local tech companies. He said Microsoft could do little about the loss of billions…
Most ETFs benchmarked to the Russell 1000 Growth Index just track it. Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) tries to beat it, using a quantitative multifactor model to tilt toward companies…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) currently trades at $372.29, while the average analyst price target sits at $587.31, a gap of roughly 58% between where the stock is and where Wall…
Thomas Richmond Sensor Tower’s “Top Charts” for downloads from the Apple App Store shows OpenAI in first place, followed by Google’s Gemini and Anthropic’s Claude. xAI’s Grok doesn’t make the top 25. The Apple…
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…
Billionaires don’t buy on a whim as most retail investors do, since they have an extreme amount of resources they can spend before they make the decision to go ahead and buy…
Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives just called it a “table pounder” with 30 to 40% upside from…
Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the binding constraint on how fast AI can scale, making utilities one of…
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…
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) was last seen trading near $373, while the average analyst price target sits at $587.31. That gap exceeds 57%, a dislocation that demands explanation. The…
Trey Thoelcke 
