Google’s Gemini puts OpenAI on shakier ground, with big market implications
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET.…
Can Trump’s barrage of ideas to lower beef prices help chains like Texas Roadhouse?
Ridiculously high beef prices are a big problem at portfolio name Texas Roadhouse and many of its casual…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Here are several buy levels to consider for both Microsoft and Nike
Whenever the stocks of companies that we think are attractive purely on their underlying business fundamentals start to…
Why the ‘Mag 7 is too much of the market, get out’ is money-losing narrative
Investing is not just a game of giant Jenga. But the pessimistic hedge funds, or the ones who…
Stocks hit record highs — plus, we started a new name
Stocks jumped for the second straight week and reached record highs Friday as Washington trade and shutdown drama…
New tariff threats crush stocks during a big week for Nvidia and key portfolio moves
Wall Street’s weekly performance was near the flat line heading into Friday. Things started OK on the final…
Nvidia CEO says AI needs way more energy. Cramer says this is the power stock to own
Nvidia CEO Jensen Huang believes that America refocusing on energy growth will not only help the U.S. win…
Why the crazy spending of this AI boom isn’t like the dot-com bubble
If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence…
Stock market records, Fed rate cut, trades, and new iPhones
The stock market reached records again this week, propelled by the Federal Reserve’s decision to cut interest rates…
How we navigated the strong market ahead of the big Fed meeting
It was a stellar week for stocks as Wall Street speculated on the Federal Reserve’s upcoming and highly…
What convinced a long-time Nvidia doubter to upgrade the AI chip giant
Long-time Nvidia skeptic D.A. Davidson has finally come around to our way of thinking. The analysts on Thursday…