Nvidia, Palantir, and Meta Platforms Are Rattling Wall Street With This $18.6 Billion Warning
No trend has fueled Wall Street’s nearly four-year bull market quite like the evolution of artificial intelligence (AI).…
The Simplest Way to Invest in the AI Revolution Is Hiding in Plain Sight
In November 2022, OpenAI released GPT-3.5. This was a watershed moment, as the chatbot amassed 100 million monthly…
‘Earnings need to be strong’: Wall Street assesses next catalyst for AI trade
Wall Street will need strong earnings to shake off recent market jitters around AI. This season is expected…
Earnings From Taiwan Semiconductor and ASML Show Soaring Demand, So Why Are AI Stocks Falling? (And Here’s What Investors Should Do Next.)
Artificial intelligence (AI) stocks have been on fire in recent years, leading the S&P 500 higher in this…
‘I’m an example of what I’ve preached’: Dan Ives knows AI has a ‘PR problem’ but it led to his massive career change after 25 years on Wall Street
Dan Ives logs into the Zoom call in a loud, tropical shirt, the word “Margaritaville” splashed across the…
Big banks’ record Wall Street profits are increasingly tied to AI
Wall Street’s biggest banks just posted a record first half, turbocharged by stock trading, dealmaking, and financing tied…
Taiwan Semiconductor Manufacturing: Record Profits Chart the Future of AI (NYSE: TSM)
The dawn of artificial intelligence (AI) in early 2023 sparked a paradigm shift in technology spending that continues…
Meet SK Hynix, the Key Nvidia AI Partner That’s Delivering Triple-Digit Growth and Just Launched on the Nasdaq. Is the Stock a Buy?
Investors have flocked to artificial intelligence (AI) stocks in recent years to bet on the next game-changing technology…
Why Dan Ives Sees NVDA And Korea Memory Stocks Driving AI Demand
Ives says investors are underestimating the earnings power of AI, with benefits set to spread from chips to…
Meta Platforms Will Spend $135 Billion on AI in 2026. There Might Only Be 1 Reason Why.
The market is focused these days on the immense amount of capital flooding the artificial intelligence (AI) build-out.…
5 Under-the-Radar Stocks Fueling the AI Revolution
Nvidia was the first poster child of the AI revolution. OpenAI turned ChatGPT into a global phenomenon. Google,…
Tech giants are not going to slash their AI spending plans, bullish tech analyst says
Don’t expect Big Tech CEOs to pull back on aggressive capital expenditure plans to appease weary shareholders. Today’s…