Why the crazy spending of this AI boom isn’t like the dot-com bubble
If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence…
A new forecast on U.S. electricity demand growth shows why we own these 2 industrial stocks
The U.S. is going to be turning on a lot more lights in the coming years — and…
Stock market records, Fed rate cut, trades, and new iPhones
The stock market reached records again this week, propelled by the Federal Reserve’s decision to cut interest rates…
How we navigated the strong market ahead of the big Fed meeting
It was a stellar week for stocks as Wall Street speculated on the Federal Reserve’s upcoming and highly…
What convinced a long-time Nvidia doubter to upgrade the AI chip giant
Long-time Nvidia skeptic D.A. Davidson has finally come around to our way of thinking. The analysts on Thursday…