A new AI bottleneck is starting to worry investors
On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled “A frontier without an…
Melius Research’s Ben Reitzes Slams Satya Nadella Pivoting Microsoft To Being Model-Agnostic — ‘What’s He Talking About?’
Reitzes called Microsoft’s strategy a mess, while saying that he wouldn’t want to invest in hyperscalers like these…
You’re Watching AI Headlines Daily. Here’s How to Own the Whole Trend at Once
Quick Read QQQ returned 40% over the trailing year and 591% over the past decade, with NVIDIA, Microsoft,…
Google Losing Top AI Executive Is ‘The Most Significant AI Talent Move of the Year.’ Is It Time to Sell Alphabet Stock?
Quick Read Despite losing Gemini co-lead Noam Shazeer to OpenAI, Alphabet’s 82% earnings growth and zero analyst sell…
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…
Xbox Forces PS5 Players To Jump Through Hoops To Play ‘Halo: Campaign Evolved’
Halo: Campaign Evolved Microsoft Xbox is in the middle of trying to turn an aircraft carrier around, with…
2 Magnificent Artificial Intelligence (AI) Stocks to Buy and Hold for the Next 20 Years
Predicting what will happen 20 years from now is nearly impossible. If you rewind 20 years from today,…
3 “Magnificent Seven” Stocks to Buy and Hold Right Now
The “Magnificent Seven” stocks are core positions in many portfolios. You don’t become megacap monsters without the huge…
SpaceX Is the 5th Most Valuable Public Company in the World. Can It Overtake Nvidia, Alphabet, Apple, or Microsoft?
In the three trading days from its June 12 initial public offering (IPO) to June 16, Space Exploration…
Microsoft (MSFT) Is Building A Billion Dollar AI Business In China
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…
These 4 Core Artificial Intelligence (AI) Hyperscalers Are Screaming Buys Today
Artificial intelligence (AI) hyperscalers are among the most popular investments today. The big four are also the ones…
Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…