Nvidia Reports Earnings on Aug. 26. Here Are 3 Other Artificial Intelligence (AI) Chip Stocks I’ll Be Watching Instead.
Key Points Investors should pay close attention to the performance of Nvidia’s data center business. Strong data center…
Microsoft Stock in 2027: My Prediction Is That It Still Beats the Market
Key Points Microsoft is becoming an AI-driven growth company, with Azure and AI revenue growing rapidly. Strong revenue…
Anthropic Has a $65 Billion Run Rate. Buy These Stocks to Profit From It.
Anthropic, the owner and operator of the popular Claude chatbot, has an annualized revenue run rate of $65…
Grok 4.6 Matches the Frontier Models at a 60% Discount. Now SpaceX Has the Developers to Use It.
Key Points SpaceX’s purchase of Cursor marks its arrival as a serious contender in the software development arena.…
Anthropic’s Investors Want a $2 Trillion IPO. The Last Record-Setting IPO Has Made Its Buyers Nothing in Two Months.
Key Points Anthropic’s backers reportedly expect an October listing at a $2 trillion valuation or more, which would…
Billionaire David Tepper Sold His Fund’s Sandisk Stake in Favor of This Trillion-Dollar Artificial Intelligence (AI) Chip Stock
Key Points Sandisk has emerged as one of the market’s top-performing semiconductor stocks this year. While memory and…
Apple vs. Meta Platforms: Which “Magnificent Seven” Giant Has the Stronger Artificial Intelligence (AI) Growth Engine?
In the artificial intelligence (AI) arms race among the big tech firms, there have been two major laggards:…
Apple vs. Meta Platforms: Which “Magnificent Seven” Giant Has the Stronger Artificial Intelligence (AI) Growth Engine?
In the artificial intelligence (AI) arms race among the big tech firms, there have been two major laggards:…
Billionaire David Tepper Sold His Fund’s Sandisk Stake in Favor of This Trillion-Dollar Artificial Intelligence (AI) Chip Stock
Key Points Sandisk has emerged as one of the market’s top-performing semiconductor stocks this year. While memory and…
Billionaire David Tepper Piled Into a Debt-Laden Artificial Intelligence (AI) Neocloud Stock in Q2 While Also Increasing His Stake in Its Newest Rival
Key Points CoreWeave’s neocloud model provides Nvidia-based compute to AI developers. Meta is reportedly exploring the idea of…
CoreWeave vs. Nebius Group: Which Artificial Intelligence (AI) Cloud Stock Has More Upside?
CoreWeave(NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) are two of the most popular picks in the artificial intelligence (AI)…
Billionaire Investor Philippe Laffont Has Nearly 23% of Coatue Management’s Portfolio Invested in 3 Artificial Intelligence (AI) Stocks
In the 1990s, Philippe Laffont cut his teeth working for Julian Robertson’s legendary hedge fund, Tiger Management. When…