Key Points If you’ve invested in AMD (NASDAQ: AMD) or Intel (NASDAQ: INTC) over the past year, you’re likely a very happy investor. Intel has risen about 480%, and AMD has risen around 280% over the past 12 months. Those are major gains, but not all stock gains are created equally. Sometimes, stocks go up … Read more
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Russ Cohen
Key Points Nvidia (NASDAQ: NVDA), the world’s largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world’s top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software. Nvidia still has a bright future, but … Read more
Meta Wants In on the Cloud. Is Amazon Stock Still a Buy?
Russ Cohen
Key Points Meta is reportedly building a cloud business that would sell AI computing power, putting it in competition with Amazon Web Services. AWS revenue grew 28% year over year in the first quarter — its fastest growth in 15 quarters. AWS generated $14.2 billion of Amazon’s $23.9 billion in first-quarter operating income. These 10 … Read more
Why ASML Holdings Rallied in June
Key Points SpaceX’s IPO gave the company funds to begin its Terafab project, with Musk praising ASML specifically. Major memory makers announced big capital expenditure increases. Wall Street analysts also raised their expectations for semiconductor equipment spending out to 2028. 10 stocks we like better than ASML › Shares of semiconductor equipment giant ASML Holdings … Read more
The Grocery Store That Brought Down the Soviet Union
A 1989 moment in Houston explains why Louis Navellier has been bullish on America for 47 years — and why he’s doubling down right now. Listen to the audio version of this article (generated by AI). Before we jump in today, a reminder that our InvestorPlace offices are closed today in honor of Independence Day. … Read more
Crypto Market Update: Strategy Outlines Rules for Selling Bitcoin Reserves
Here’s a quick recap of the crypto landscape for Monday (June 29) as of 11:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin price update Bitcoin (BTC) was priced at US$60,396.02, up by 1.7 percent over the past 24 hours. According to the … Read more