Has Wall Street Entered the “Show Me” Phase of AI?
There’s a subtle but meaningful shift in investors’ sentiment regarding artificial intelligence. The simple act of spending big…
88% of Nvidia’s Portfolio Is Invested in These 3 Artificial Intelligence (AI) Stocks
Nvidia (NASDAQ: NVDA) is one of the leading artificial intelligence (AI) companies in the world, but is the…
These 5 AI Stocks Have Returned 300%-Plus Over the Past 3 Years — and 1 Still Looks Dirt Cheap
Many tech stocks have put up impressive gains over the past few years, as companies have transitioned their…
Worried About an AI Bubble? These Tech Stocks Are Well-Suited to Survive an AI Bust.
The Shiller P/E ratio has reached 42, its highest level since the dot-com boom. This time, AI stocks…
The AI Platforms Are Real. The People Who Built Them Are Leaving.
Brad Lightcap, OpenAI’s former chief operating officer, left the company this week to start something new, the latest…
Millions of 401(k) Holders Could Be Forced to Buy Anthropic Stock. Forced Buying of SpaceX Has Already Cost Retirement Accounts $500 Million.
Quick Read Nasdaq’s 15-day fast-track rule forced QQQ to buy SPCX at $160, leaving passive index-fund holders with…
Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.
The artificial intelligence (AI) revolution started with a scramble for processing power, as graphics processing units (GPUs) from…
Moonshot AI’s 2.8 Trillion Parameter Model Just Became the First From China to Top a Major Coding Benchmark
On July 16, the Chinese AI start-up Moonshot AI released its Kimi K3 large language model. Kimi K3…
NVIDIA (NVDA) Is Evolving Beyond GPUs Into a Full AI Infrastructure Platform
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A…
Microsoft and Alphabet Can Absorb an AI Shock. Oracle Is the One to Watch.
The last piece of my artificial intelligence spending review showed how each hyperscaler pays for its AI build.…
S&P 500, Nasdaq End Best Day In A Month On Support From Microsoft Gains, AI Stocks — ORCL, GOOGL, MSFT, BE, TSLA Stock In Focus
Microsoft stock records best day since 2008 on strong cloud revenue. The S&P 500 ended 1.7% higher, while…
‘I’m just stuck’: Meet the former OpenAI researcher sitting on $700K of equity he says is overvalued
Andrew Ho left OpenAI after eight months on Wednesday, as the former researcher announced on X that he…