Listen to the audio version of this article (generated by AI). Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and the capex canary sings louder than ever … Eric Fry’s latest on where to invest in AI today We ...
The Fed is divided, inflation is sticky and a new Chair is coming soon. But the bigger opportunity has nothing to do with the Fed at all. Listen to the audio version of this article (generated by AI). “I won’t see you next time.” That’s how Jerome Powell concluded the press conference after his final ...
U.S. jobs report, ISM PMI survey, and more AI-linked tech earnings will be in focus this week. Palantir is poised to deliver eye‑popping growth as demand for its AI‑driven platforms surges. Disney faces headwinds as investors scrutinize streaming profitability and park trends. U.S. stocks ended higher on Friday, with the and the Nasdaq reaching new ...
Alphabet GOOGL) took the spotlight among the other Mag 7 hyperscalers that reported quarterly results this week, alongside Amazon AMZN) and Microsoft MSFT). Delivering a stellar Q1 report on Wednesday, Alphabet’s net sales were up 24% YoY to $94.66 billion and comfortably topped estimates of $92.22 billion. More impressive, Alphabet’s Q1 EPS surged 82% to ...
Listen to the audio version of this article (generated by AI). Editor’s Note: 🔊 On the go? You can now listen to today’s issue. Click the play button above. Hello, Reader. When the very first boxcar full of Campbell’s Condensed Tomato Soup left the company’s Camden, New Jersey, factory in 1898, it was riding atop ...
Listen to the audio version of this article (generated by AI). The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it generate enough to meet its compute obligations? This morning, the United Arab Emirates (UAE) announced it will exit OPEC ...
Key Points AMD’s video game console business has historically been a major growth driver for the company. The company has deals to design semi-custom processors for Microsoft and Sony’s next-generation consoles. The strong growth of AMD’s data center business and a potentially strong surge in game console sales could send the stock soaring over the ...
Rambus’ (NASDAQ: RMBS) stock price took investors on a wild ride in April, surging to fresh highs then collapsing in the wake of its earnings release. The candle formed in late April is scary, a large red candle nearly engulfing the prior two weeks, but this is one bear investors will want to cuddle. While ...
Listen to the audio version of this article (generated by AI). This isn’t just another week for the market. You’ve got geopolitical uncertainty in the background and a Federal Reserve decision on deck. But it’s the surge of major earnings about to roll in that could really move the needle. And that’s where we could ...
Key Points Nvidia and Broadcom are profiting mightily from AI compute demand. Chip foundry Taiwan Semiconductor just raised full-year guidance. AI infrastructure provider Nebius is growing at warp speed. 10 stocks we like better than Nvidia › It’s hard to believe that 2026 is a third of the way over, but that’s where we find ...
