Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Meta’s flurry of AI initiatives this month hasn’t helped lift the stock. What will?
Meta Platforms unveiled a flurry of AI initiatives this month — from lower-cost smart glasses and an enterprise…
SpaceX’s blistering start still faces key tests that will determine the stock’s true value
The SpaceX initial public offering was, by all accounts, a major success , and it has stayed red…
Eaton moves one step closer to becoming a cleaner bet on the AI boom
A new deal from Eaton gives investors exactly what they want: a leaner company with greater exposure to…
Alphabet’s plan to sell $80 billion in stock to fund its AI buildout isn’t all bad
Alphabet bulls fought the down tape all day on Tuesday, taking the glass-half-full view of the company’s plans…
The key metric investors are focused on when Costco reports earnings
Costco continues to post strong sales gains, but one metric has been losing momentum and drawing closer scrutiny…
Apple’s surge to record highs faces a major test next month. What it must do to pass
Apple ‘s incredible eight-week march to record highs faces a major test next month. Like many investors, we…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
Cardinal Health’s sell-off was an overreaction. We’d be buyers
We’ve taken a closer look at Cardinal Health’s quarterly results and conference call following Thursday’s sell-off. Our conclusion:…
Is Meta’s AI spending working? The stock’s next move depends on answer
Shares of Meta Platforms are recovering from a bruising stretch earlier this year, when investors shied away from…
Street research adopts our long-held view on AI and cybersecurity stocks
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…