Even if the AI company becomes a spectacular success, its rumored IPO valuation could leave investors disappointed. Listen to the audio version of this article (generated by AI). Hello, Reader. Single-number roulette is one of the worst bets you can make in a casino. The player picks a number between 1 and 36 and hopes … Read more
As the AI Buildout Slows Down, Here’s What to Do Next
Russ Cohen
How “Data Center Alley” became a warning for the AI boom. Listen to the audio version of this article (generated by AI). Hello, Reader. Most of us know the story of Silicon Valley. In 1939, Bill Hewlett and Dave Packard started their electronics company in a garage in Palo Alto. That little operation helped give … Read more
The Biggest AI Winners May Not Be AI Stocks
Russ Cohen
Listen to the audio version of this article (generated by AI). In the summer of 1919, then-Lieutenant Colonel Dwight D. Eisenhower set out on a journey from Washington, DC, to San Francisco. Today, you could make that trip in about 45 hours of driving time, or about 4-5 days depending on how much you chose … Read more
The AI Trade Is About to Split in Two
Listen to the audio version of this article (generated by AI). AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November 4 Last week, Elon Musk summed up the AI trade’s latest scare in a single word… He was reacting … Read more
Where the AI Trade Is Still Ripping
Eric Fry’s case for looking outside the U.S. – and ideas for how Listen to the audio version of this article (generated by AI). An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at a discount Eight straight sessions. That’s … Read more
The Best Place to Find the Next A-Rated Earnings Winners
I want to show you what I’ll be watching as several more market-moving companies prepare to report. My favorite time of year – earnings season – is officially underway, folks. Judging by the volatility we’ve seen in the market recently, it came right on time. Last week was a painful one for the technology industry. … Read more