10:02am ET
Investing
Amazon’s Amazing Comeback
After sickening sell-offs in February and March. Amazon’s (NASDAQ: AMZN | AMZN Price Prediction) stock has suddenly bested the S&P 500 year to date. One tipping point, which turned out not to…
NVDA Coverage Page 129
8:55am ET
Investing
The Nasdaq Turns Green, But The CPI Release Could Rock Markets Today
The Nasdaq (^IXIC) edged into positive territory in pre-market trading Friday, up a fraction of a percent ahead of the open, while the S&P 500 tracker gained about half that amount. The…
2:25pm ET
Investing
CoreWeave Advances 4% as Meta Commits $21 Billion Through 2032: The AI Cloud King Is Stacking Contracts
Some tech stocks are struggling today, particularly in the software sector. However, CoreWeave (NASDAQ:CRWV) stock is bucking the trend with help from Meta Platforms (NASDAQ:META | META Price Prediction). CRWV shares rose…
1:38pm ET
Investing
NVIDIA Chips are Going to Space. Could the Stock Be Next?
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) stock might be grounded, but its GPUs are heading to space as the concept of orbital infrastructure and data centers shifts from a dream into reality.…
Joey Frenette 1:00pm ET
Investing
Quantum Computing ETFs Are Dying. Pivot to These 3 AI ETFs
Quantum computing ETFs were the hottest names in town for months, but this is no longer the case. The capital flowing into them is instead flowing into, or about to flow into,…
11:06am ET
Investing
Cantor Launches Nebius With Overweight and a $129 Target: Is This the AI Infrastructure Stock Nobody Is Talking About?
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock just got its first vote of confidence from Cantor, which initiated coverage with an Overweight rating and a $129 price target. For retirement-focused investors…
10:28am ET
Investing
Barclays Just Raised Marvell to Overweight. Here’s Why the AI Chip Race Is Far From Over
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock got a fresh vote of confidence on Thursday when Barclays raised its rating to Overweight, signaling that the firm sees meaningful runway ahead for…
9:46am ET
Investing
Nio Gains 4% on ES9 Launch Day: Delivery Growth and a Historic First Profit Signal a Real Turnaround
Nio (NYSE:NIO | NIO Price Prediction) stock rose 4% in early trading on Thursday, April 9, as the company hosts its ES9 flagship SUV Product and Technology Launch event today. NIO shares…
8:42am ET
Investing
Elon Musk Says AI Will Exceed Human Intelligence to a Degree That Is Impossible to Fully Understand
If possible, Elon Musk’s recent appearance on the Moonshots with Peter Diamandis podcast may be the most sweeping claim he’s made yet. AI won’t just surpass human intelligence. It will do so…
8:27am ET
Investing
The AI Bubble That Isn’t
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…
6:58am ET
Investing
Bloomberg: Broadcom’s Google deal proves AI infrastructure demand competing with Nvidia
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.…
12:15pm ET
Investing
Nvidia Heads to the Final Frontier: Stakes Claim to the $1.8 Trillion Space Economy
AI chips are no longer just training models in giant data centers on Earth but are also going to the Moon, analyzing images from lunar orbit before beaming back only the insights…
Rich Duprey 11:47am ET
Investing
Prediction: This Unloved AI Stock Has What it Takes to Outrun NVIDIA
It’s hard to tell what can get those stalled shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) going again. There’s still a lot of growth and innovation going on underneath the hood.…
10:17am ET
Investing
Nvidia Chips Are Getting Stolen
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…
10:15am ET
Investing
FELG’s Quant Edge Beats the Russell 1000 Growth Index, With a Catch
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…
