Analysis-Big investors hunt for tomorrow’s AI winners as capex angst fades
By Danilo Masoni MILAN, Aug 17 (Reuters) – The rally in AI-linked stocks that marked the latest earnings…
SpaceX Is a Secret Autonomous Driving Stock. Here’s Why.
Now that the Space Exploration Technologies (NASDAQ: SPCX) initial public offering (IPO) is complete, expect the company to start…
The Smartest Way to Bet on SpaceX Right Now Is Hiding in Plain Sight
Investing in SpaceX (NASDAQ: SPCX) after its record-breaking IPO may or may not be a wise investment decision.…
Dimon Says AI Capital Spending Will Hit $725 Billion in 2026. Here Are the Sectors That Will Win and the Ones That Will Be Left Behind
The artificial intelligence (AI) market has expanded rapidly over the past decade, driven by the arrival of more…
The Biggest Risk to Your Portfolio Isn’t Missing AI — It’s Holding These 2 Stocks When the Hype Fades
CoreWeave now pays roughly six times its gross profit just to service interest on its ever-growing debt load.…
Samsung’s Chip Profit Soars After AI Fuels Demand for Memory
(Bloomberg) — Samsung Electronics Co.’s semiconductor arm reported a bigger-than-expected 80% surge in profit, suggesting global AI demand…
Trump’s tariffs are driving a wedge through the US economy, further separating the haves from the have-nots
Shoppers look at school supplies at a Walmart in Dallas on August 12. – LM Otero/AP Americans ramped…