Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Quick Read Microsoft targets $190B and Amazon $200B in 2026 AI CapEx, with Amazon’s free cash flow already…
Here Are My Top 3 Artificial Intelligence Stocks to Buy Right Now
The artificial intelligence (AI) race is far from over, and plenty of cloud computing capacity still needs to…
SpaceX vs the “Magnificent Seven”: Which Is the Better Buy?
Space Exploration Technologies (NASDAQ: SPCX) was one of the most sought-after stocks on the planet last month. SpaceX…
Could SpaceX’s Starmind Make Amazon’s, Microsoft’s, and Google’s Cloud Businesses Obsolete? Here’s What Investors Need to Know.
Elon Musk’s most ambitious project to date now has a name. He recently confirmed on X (formerly Twitter)…
‘Market is becoming more discerning’: Wall Street weighs next catalyst for AI trade
Wall Street is looking for follow-through on the AI trade heading into earnings season next week. The S&P…
Nasdaq (NDAQ) Draws Fresh Overseas IPO Interest After SK Hynix Debut
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. SK…
Alphabet’s Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
Last month, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) announced an $80 billion equity capital raise. The company made it…
How Hong Kong is fighting to redefine its future with an institutional moat, wealth surge
For decades, warnings of Hong Kong’s terminal decline have arrived in periodic waves. When Stephen Roach, the former…
SpaceX snags Street-high $300 price target from Morgan Stanley as rocket company enters Nasdaq 100
Morgan Stanley initiated coverage of SpaceX (SPCX) on Tuesday with an Overweight rating and a $300 price target.…
SpaceX is entering the Nasdaq 100 — here’s what it could mean for the stock: Chart of the Day
Nasdaq rewrote the playbook for SpaceX. The world’s largest IPO is entering the Nasdaq-100 (^NDX) only 15 trading…
As tech rallies and consumer shares lag, China’s stock market forms microcosm for economy
The unevenness of China’s economy is now well reflected in its US$16 trillion stock market, as technology companies…
This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)
Ever since OpenAI released ChatGPT in November 2022, the AI industry has been characterized by ever-growing demand for…