The AI gold rush is fueling a record tech bond boom: Chart of the Day
Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta (META), Microsoft (MSFT), and Oracle (ORCL) are expected to see capital expenditures…
Elon Musk Says SpaceX Has a Massive Competitive Advantage in AI That Amazon, Google, and Microsoft Can’t Touch
One thing that stood out in Space Exploration Technologies’ (NASDAQ: SPCX) first quarterly earnings report as a publicly…
Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results
Hyperscaler stocks rose on Monday as positive earnings results from Microsoft (MSFT) and Amazon (AMZN) last week buoyed…
Why Microsoft, Meta, and Amazon earnings could crush the S&P 500
An overly concentrated market may be a bad thing for the S&P 500 (^GSPC) if earnings this week…
‘The AI trade is still on’: Wall Street sees Big Tech’s spending as positive for semiconductor stocks
The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…
Why are investors freaking out about Big Tech’s booming AI capex?
I’ve long held one core belief when it comes to markets: Price is truth. By that I mean…
Nvidia CEO Jensen Huang denies the chip boom will go bust soon and actually utters the infamous phrase ‘this time is different’
The semiconductor industry is notorious for going through boom-and-bust cycles, but Nvidia CEO Jensen Huang doesn’t think a…
Jensen Huang’s $4 Trillion Artificial Intelligence (AI) Projection Could Propel Nvidia’s Market Cap to $20 Trillion
Nvidia (NASDAQ: NVDA) enjoys one particular attribute that is a hallmark of many successful companies: It’s still being…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
Microsoft Set for Worst Quarter Since 2008 as AI Fears Converge
(Bloomberg) — Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has…
Microsoft Set for Worst Quarter Since 2008 as AI Takes Two Bites
(Bloomberg) — Microsoft Corp. (MSFT) is at the intersection of two troubling trends roiling the technology sector, which…
Microsoft Eyes Longest Selloff Since 2011 as AI Trade Weakens
Microsoft Corp. is on track for its longest streak of daily losses in more than a decade as…