Microsoft’s CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash
Quick Read Nadella warned AI concentration will trigger political backlash, even as MSFT’s AI revenue hit a $37B…
Meta’s CEO Just Promised Superintelligence. He Thinks Everyone Will Have It
Quick Read Meta (META) posted $56 billion in Q1 revenue, up 33%, as Zuckerberg pledged to deliver personal…
Amazon’s CEO: AI Growth Is Dwarfing Everything We’ve Seen Before.
Quick Read AMZN’s Andy Jassy called AWS AI’s $15B run rate 260x what AWS earned at the same…
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Quick Read Amazon’s custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to…
Prediction: This Magnificent Stock Will Be the Top Performer Across the Next Decade
Quick Read Alphabet has surged 119% over the past year yet trades at 25.6x forward P/E, making it…
Nvidia’s Next Huge Bet: Drill, Baby, Drill!
Quick Read SLB and NVDA deepened their 20-year GPU partnership into a joint AI Factory for Energy, with…
Super Micro Is Up 10% Today: Is It Outperforming Other AI Server Stocks Like Dell?
Quick Read SMCI surged 10% to $30 and change with no specific catalyst, while Dell stock was flat…
CoreWeave Just Added $32 Billion to Its AI Backlog Ahead of Joining the Nasdaq-100. Is CRWV a Buy at $117?
Quick Read CoreWeave’s $99 billion backlog, which includes a $21 billion Meta commitment, already has 75% of a…
Sequoia’s Sean Maguire Compares SpaceX to ‘Nvidia Three Years Ago’ and Plans to Hold Forever
Quick Read NVDA surged 420% from the inflection Maguire maps SpaceX to; RKLB, the closest public launch proxy,…
Can Retirees Count on JEPQ’s 10.3 Percent Dividend and Monthly Payments?
Quick Read JEPQ’s 10% monthly yield spans 48 straight months of payments, but per-share distributions swing between $0.44…
SpaceX Just Unveiled Their First ‘AI Satellite’ — and It’s Absolutely Massive
Quick Read SpaceX’s AI1 satellite spans 70 meters, delivers up to 150 kW of computing power, and functions…
Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.
Quick Read MU peaked 200% above its 200-day moving average, and AVGO shed 19% in a week, signaling…