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Browsing Tag

AI revolution

69 posts
AArtificial intelligence
Nvidia’s $500B Infrastructure Deal: Wall Street Vote of Confidence or Another Circular Deal for the AI Bubble?
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Nvidia’s $500B Infrastructure Deal: Wall Street Vote of Confidence or Another Circular Deal for the AI Bubble?

  • August 12, 2026
Quick Read Wall Street’s $500 billion private capital commitment to Nvidia’s AI infrastructure signals institutional confidence in AI…
AArtificial intelligence
My 3 Favorite Artificial Intelligence (AI) Stocks to Buy Right Now
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My 3 Favorite Artificial Intelligence (AI) Stocks to Buy Right Now

  • July 28, 2026
By now, it’s clear that artificial intelligence (AI) isn’t just a fad. The technology is infiltrating every industry…
AArtificial intelligence
The Simplest Way to Invest in the AI Revolution Is Hiding in Plain Sight
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The Simplest Way to Invest in the AI Revolution Is Hiding in Plain Sight

  • July 26, 2026
In November 2022, OpenAI released GPT-3.5. This was a watershed moment, as the chatbot amassed 100 million monthly…
AArtificial intelligence
Why it's time to retire the 'Magnificent 7' name: Strategist
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Why it’s time to retire the ‘Magnificent 7’ name: Strategist

  • July 20, 2026
It’s time to bury the “Magnificent Seven” label for the cohort of tech stocks that have led the…
AArtificial intelligence
'Earnings need to be strong': Wall Street assesses next catalyst for AI trade
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‘Earnings need to be strong’: Wall Street assesses next catalyst for AI trade

  • July 19, 2026
Wall Street will need strong earnings to shake off recent market jitters around AI. This season is expected…
AArtificial intelligence
Earnings From Taiwan Semiconductor and ASML Show Soaring Demand, So Why Are AI Stocks Falling? (And Here's What Investors Should Do Next.)
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Earnings From Taiwan Semiconductor and ASML Show Soaring Demand, So Why Are AI Stocks Falling? (And Here’s What Investors Should Do Next.)

  • July 19, 2026
Artificial intelligence (AI) stocks have been on fire in recent years, leading the S&P 500 higher in this…
AArtificial intelligence
‘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
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‘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

  • July 18, 2026
Dan Ives logs into the Zoom call in a loud, tropical shirt, the word “Margaritaville” splashed across the…
AArtificial intelligence
Big banks' record Wall Street profits are increasingly tied to AI
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Big banks’ record Wall Street profits are increasingly tied to AI

  • July 18, 2026
Wall Street’s biggest banks just posted a record first half, turbocharged by stock trading, dealmaking, and financing tied…
AArtificial intelligence
Taiwan Semiconductor Manufacturing: Record Profits Chart the Future of AI (NYSE: TSM)
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Taiwan Semiconductor Manufacturing: Record Profits Chart the Future of AI (NYSE: TSM)

  • July 16, 2026
The dawn of artificial intelligence (AI) in early 2023 sparked a paradigm shift in technology spending that continues…
AArtificial intelligence
Meet SK Hynix, the Key Nvidia AI Partner That's Delivering Triple-Digit Growth and Just Launched on the Nasdaq. Is the Stock a Buy?
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Meet SK Hynix, the Key Nvidia AI Partner That’s Delivering Triple-Digit Growth and Just Launched on the Nasdaq. Is the Stock a Buy?

  • July 12, 2026
Investors have flocked to artificial intelligence (AI) stocks in recent years to bet on the next game-changing technology…
AArtificial intelligence
Why Dan Ives Sees NVDA And Korea Memory Stocks Driving AI Demand
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Why Dan Ives Sees NVDA And Korea Memory Stocks Driving AI Demand

  • July 7, 2026
Ives says investors are underestimating the earnings power of AI, with benefits set to spread from chips to…
AArtificial intelligence
Meta Platforms Will Spend $135 Billion on AI in 2026. There Might Only Be 1 Reason Why.
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Meta Platforms Will Spend $135 Billion on AI in 2026. There Might Only Be 1 Reason Why.

  • July 4, 2026
The market is focused these days on the immense amount of capital flooding the artificial intelligence (AI) build-out.…
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