Not Nvidia, Not Palantir. This Might Be September’s Most Important AI Infrastructure Stock.
When it comes to artificial intelligence (AI), two names seem to get more airtime than their peers: Nvidia…
Dan Ives Says We’re in the “3rd Inning” of the AI Revolution. Is Nvidia Stock Still a Buy After the Pullback?
Nvidia (NASDAQ: NVDA) isn’t flying as high as it once was. The GPU stock remains below its peak…
Jensen Huang’s Bullish Call on the AI Market Can Make Nvidia a $5 Trillion Company Again
Nvidia (NASDAQ: NVDA) recently gave up its seat as the world’s most valuable company. That title now belongs…
My 3 Favorite Artificial Intelligence (AI) Stocks to Buy Right Now
By now, it’s clear that artificial intelligence (AI) isn’t just a fad. The technology is infiltrating every industry…
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…
Will Jabil’s (JBL) AI Logistics Hub and Dividend Move Reshape Its Capital Allocation Narrative?
Jabil Inc. has recently declared a quarterly dividend of US$0.08 per share for shareholders of record on August…
Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems’ (VEEV) Investment Narrative?
Veeva Systems recently raised its fiscal 2027 revenue guidance to about US$3.65 billion and adjusted EPS outlook to roughly…
Why it’s time to retire the ‘Magnificent 7’ name: Strategist
It’s time to bury the “Magnificent Seven” label for the cohort of tech stocks that have led the…
‘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…
‘Dr. Doom’ Nouriel Roubini says we’re headed for universal basic income or ‘some form of socialism’ as AI revolutionizes work—He calls that optimistic
Top economist Nouriel Roubini, who was among the first to predict the 2008 financial crash, earned the nickname…
‘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…