Wall Street rewards Microsoft’s AI pivot. A longtime skeptic flips bullish
When a longtime holdout on a stock changes his tune, it’s a really big deal. That’s why Wall…
Meta is having a ChatGPT moment with Muse. What is it and what makes it so special
Meta Platforms CEO Mark Zuckerberg is set to take the stage Wednesday evening at the company’s annual developers…
What an Oscar-winning movie can teach us about investing through the AI slowdown debate
A highly consequential debate is raging through the world of artificial intelligence following Anthropic CEO Dario Amodei’s plea…
Meet Ottava, J&J’s surgical robot leading the healthcare giant into a lucrative new market
Johnson & Johnson is diving head-first into the deep end of the competitive robotic surgery market. The payoff…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Johnson & Johnson has a chance to show it’s more than just a rotation winner
Johnson & Johnson shares have showed signs of life ahead of earnings. For the stock to keep running,…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
Salesforce is on an AI buying spree, but Wall Street still has its doubts
Salesforce has embarked on an acquisition spree to beef up its artificial intelligence capabilities. But it hasn’t convinced…
Cramer: The data center is suddenly suspect. Can Big Tech fix it?
I sure didn’t want what happened to occur, at least not during my vacation, of all things. But it…
Broadcom stock needs a win. The new OpenAI co-designed Jalapeno chip might do the trick
Broadcom shares have lost nearly 20% since early June on what can only be described as a sub-optimal…