Better AI Infrastructure Stock: Nvidia vs. AMD

Russ Cohen

Key Points Tech companies will spend an estimated $1 trillion on AI infrastructure in 2027. AMD’s GPU and CPU sales are rising fast, and the company will likely benefit from agentic AI spending. But Nvidia’s shares are cheaper than AMD’s, and management estimates Nvidia’s total revenue will rise by 89% as tech companies continue to … Read more

The AI Suppliers Elon Musk Can’t Live Without

Russ Cohen

These companies deserve a very close look right now. Listen to the audio version of this article (generated by AI). Editor’s Note: Years ago, my colleague InvestorPlace Senior Analyst Luke Lango recommended Nvidia when it was still best known as a supplier of specialized chips to other technology companies. As Nvidia has grown to maintain … Read more

Market News

Why Apple Could Be a Surprise Winner in the Next AI Boom

Russ Cohen

Apple has a long history of waiting, watching and then getting it right. Its latest moves could offer a clue about where the AI boom is headed… Listen to the audio version of this article (generated by AI). Everybody likes to be first. Wall Street, especially. There’s always a lot of excitement around the company … Read more