The money to AI stocks is a problem, and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to…
Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic,…
The private equity crunch is not a prelude to the next crisis
We are fixated on two problems: the price of oil and the frailty of our banking system. We…
Nvidia CEO Jensen Huang says AI won’t be the job killer everyone fears. Here’s why
Nvidia CEO Jensen Huang said Wednesday that artificial intelligence will lead to more jobs, not fewer. In an…
Another alliance of health care and AI signals why pharma stocks could be back
Bristol Myers Squibb and Microsoft ‘s new partnership aimed at accelerating early detection of lung cancer marks the…
Forget the bubble talk — why you need to own AI stocks in 2026
I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Here are several buy levels to consider for both Microsoft and Nike
Whenever the stocks of companies that we think are attractive purely on their underlying business fundamentals start to…