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Browsing Tag

Investment strategy

647 posts
AArtificial intelligence
Apple delivers a nearly perfect quarter, with a CEO change and an AI update ahead
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Apple delivers a nearly perfect quarter, with a CEO change and an AI update ahead

  • May 1, 2026
Apple on Thursday evening reported a strong quarter to wrap up a busy week of megacap earnings. Clearly,…
TTechnology
What bettors think Apple will talk about on its earnings call
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What bettors think Apple will talk about on its earnings call

  • May 1, 2026
Tim Cook and John Ternus at Apple Park. Courtesy: Apple On Apple’s first earnings call since the company…
AArtificial intelligence
Reddit's CEO calls his company 'the fuel' for artificial intelligence
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Reddit’s CEO calls his company ‘the fuel’ for artificial intelligence

  • May 1, 2026
Reddit CEO Steve Huffman said his company may be one of the most underappreciated winners of the artificial…
AArtificial intelligence
Meta Platforms gets a downgrade from JPMorgan on massive AI spending forecast
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Meta Platforms gets a downgrade from JPMorgan on massive AI spending forecast

  • April 30, 2026
Meta Platform faces a “challenging path” to capitalizing on its costly artificial intelligence as competition in the space…
AArtificial intelligence
Alphabet increases AI spending but gets rewarded for further proof that it's paying off
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Alphabet increases AI spending but gets rewarded for further proof that it’s paying off

  • April 30, 2026
Alphabet reported a monster quarter, with revenue more than $2.5 billlion ahead of expectations and earnings nearly doubling…
MMobile
PayPal makes Venmo a standalone business unit as potential buyers circle
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PayPal makes Venmo a standalone business unit as potential buyers circle

  • April 29, 2026
Enrique Lores, then-CEO of Hewlett-Packard speaks on CNBC outside the World Economic Forum in Davos, Switzerland on Jan.…
BBusiness
Bill Ackman's $5 billion Pershing Square IPO to start trading, testing Berkshire-style vision
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Bill Ackman’s $5 billion Pershing Square IPO to start trading, testing Berkshire-style vision

  • April 29, 2026
Bill Ackman, founder and CEO of Pershing Square Inc., attends his company’s IPO at the New York Stock…
AArtificial intelligence
Is Meta's AI spending working? The stock's next move depends on answer
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Is Meta’s AI spending working? The stock’s next move depends on answer

  • April 29, 2026
Shares of Meta Platforms are recovering from a bruising stretch earlier this year, when investors shied away from…
BBusiness
Jamie Dimon warns of 'bond crisis' ahead as global debt risks build
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Jamie Dimon warns of ‘bond crisis’ ahead as global debt risks build

  • April 28, 2026
Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., attends the ribbon-cutting ceremony opening the…
AArtificial intelligence
Micron Technology may double thanks to AI boom, D.A. Davidson says
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Micron Technology may double thanks to AI boom, D.A. Davidson says

  • April 28, 2026
Micron Technology may see its shares nearly double as the artificial intelligence boom boosts demand for the company’s…
AArtificial intelligence
OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
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OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling

  • April 28, 2026
OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. Anna…
AArtificial intelligence
Street research adopts our long-held view on AI and cybersecurity stocks
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CrowdStrike to rally as Anthropic spotlights AI cybersecurity threats, Mizuho says

  • April 28, 2026
CrowdStrike Holdings stock should benefit from a likely boom in interest in its cybersecurity services as Anthropic’s Project…
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