Key Points After completing the largest IPO of all time back in June, SpaceX stock is now down 34% from its peak. The company has a $28.5 trillion market opportunity, the bulk of which sits in artificial intelligence (AI) ambitions. The stock could rise over the next several years, but execution in new markets and … Read more
Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors
Russ Cohen
Key Points Intel (NASDAQ:INTC) is firmly in the artificial intelligence (AI) chip race, driven by improving demand for server central processing units (CPUs), which has been fueled by growth in agentic AI and inference workloads. Inference and agentic AI are multi-step tasks, unlike chatbots that gained popularity in the first wave of AI deployment. Instead … Read more
Not Nvidia, Not AMD. Broadcom's Custom Silicon Business Is Quietly Becoming an AI Chip Powerhouse
Russ Cohen
Key Points Broadcom expects AI chip revenue to double over the next couple of fiscal years, driven by its impressive clientele. The company’s custom AI chip customers are on track to ramp up the deployment of Broadcom chips. Broadcom offers a mix of growth and value compared to peers such as Nvidia and AMD. 10 … Read more
Here’s Who Wins When AI Infrastructure Gets Cheap
The dot-com bust created a surprising class of winners. Here’s why AI could be setting up the same opportunity today. Listen to the audio version of this article (generated by AI). Hello, Reader. The AI boom is still pouring billions of dollars into infrastructure, but the economics of that infrastructure are already changing. Companies are … Read more
4 Dividend-Friendly Auto Stocks to Weather the Industry Challenges
The auto industry faces a challenging road ahead. At its September meeting, the Federal Reserve raised the federal funds rate by 25 basis points to 3.75-4%, its first hike since 2023, as persistent inflation remains a concern. Higher borrowing costs could further strain consumers and businesses, weighing on demand in the highly cyclical auto sector. … Read more
Microsoft vs Alibaba: Which Cloud AI Stock Is Better Positioned?
Microsoft Corporation MSFT and Alibaba Group BABA sit at opposite ends of the globe but on the same technological frontier. Both companies have reshaped themselves into AI-first cloud operators, pouring record capital into new data centers, custom silicon and large language models to capture surging worldwide demand for generative AI tools and services today. The … Read more