Key Points In the artificial intelligence (AI) investing world, the cloud computing providers are one of the primary beneficiaries. These are the companies spending hundreds of billions of dollars on data centers purpose-built for AI computing, but expect to make all of that money back — and more — as the computing capacity is rented … Read more
Crypto Market Update: Coinkite Warns of AI Code Risks After US$130 Million Hack
Russ Cohen
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 5) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,103.14, up by 0.4 percent over the past 24 hours. Chart via The … Read more
Netflix: The Days of Rapid Growth Are Over
Russ Cohen
Key Points Netflix management has decided to publish its “What We Watched” engagement report only once a year. The company’s operating strategy has evolved dramatically in recent years. Slower revenue gains should warrant a lower valuation multiple. 10 stocks we like better than Netflix › When Netflix (NASDAQ: NFLX) reported its financial results for the … Read more
Pre-Q2 Earnings: Is Shopify Stock a Portfolio Must-Have?
Shopify SHOP is set to report second-quarter 2026 results on Aug. 5. For the to-be-reported quarter, Shopify expects revenue growth in the high-20% range year over year. The Zacks Consensus Estimate for revenues is currently pegged at $3.43 billion, suggesting growth of 28.11% from the year-ago quarter’s reported figure. The consensus mark for earnings is … Read more
The AI Boom’s Next 2 Winners May Surprise You
Listen to the audio version of this article (generated by AI). Going into last week, semiconductor stocks were already suffering their worst monthly rout since 2008. There was no single cause for the bearish turn. Wall Street grew anxious about how quickly Big Tech could turn massive AI investments into profits. Reports that NVIDIA Corporation … Read more
Jeff Bezos Backed a $2.6 Billion AI Startup That's Partnering With Nvidia and Meta on New Chip Materials
Key Points The AI industry is running into yet another bottleneck, in addition to shortages of memory chips and electricity. Private funding is capitalizing on the subsequent opportunity. Even if CuspAI never goes public, investors will want to put its technology on their radar. These 10 stocks could mint the next wave of millionaires › … Read more