Is Big Tech Spending More Just to Stand Still in the AI Race?
Big Tech earnings season starts next week with Google, but the most important number won’t be profit or…
AI Stocks’ Divergence Between Chips, Mag 7 Signals a Shift in the Market
There’s one big question that seems to be on the market’s mind: How much is too much when…
2 Things Are Driving US Economic Growth and the Iran War Threatens Both
The US economy is increasingly reliant on just two things to drive continued growth and the Iran war…
Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx, Top Analyst Explains Why This Makes It ‘Hard’ To Bet Against Nvidia
As big tech ramps up what could total nearly $700 billion in artificial intelligence-driven capital expenditures, a top…