Key Points The artificial intelligence (AI) boom is driving incredible demand for specialized data center chips, which is benefiting Advanced Micro Devices (AMD) and Broadcom. Both AMD and Broadcom are producing accelerating revenue growth in their AI hardware businesses, and that momentum is expected to continue. Shares of AMD and Broadcom are soaring, but picking ...
Shares of NeurAxis, Inc. NRXS have gained 2.5% since the company reported earnings for the quarter ended March 31, 2026, outperforming the S&P 500 Index’s 1.3% increase over the same period. Over the past month, the stock advanced 13.5%, also ahead of the S&P 500’s 7.3% rise. NeurAxis’ Earnings Snapshot NeurAxis reported first-quarter 2026 revenues ...
This could be bigger than AI, EVs, or even SpaceX. Building fortunes without depending on luck Have you ever dreamt of winning the lottery? You see the billboards or signs in stores advertising the size of the jackpot, and it’s easy to get lost in your imagination. What if…? Well, a 56-year-old Michigan man recently ...
Key Points China appears to have passed on an opportunity to buy H200 artificial intelligence chips from Nvidia. President Trump says China wants to develop its own chip industry instead, with potential implications for Nvidia — and for Micron, too. 10 stocks we like better than Micron Technology › It’s getting hard to tell where ...
Listen to the audio version of this article (generated by AI). Picture this. In a couple of weeks, it will be Memorial Day weekend. You’re in the backyard. The grill is fired up. Someone hands you a cold one. The smell of burgers is in the air, and the afternoon is off to a great, ...
Amid AI disruption fears, some software leaders are actually strengthening their moats. Snowflake, Reddit, and Workday each possess unique assets that make them essential in the new tech landscape. Their current valuations present a compelling opportunity for investors seeking growth and resilience. While the rapid ascent of artificial intelligence has rattled investors across the software ...
Key Points Cerebras shares were priced higher than expected and skyrocketed in the company’s public market debut. The company makes large graphics processing units (GPUs) that it says are 58 times larger than one of Nvidia’s Blackwell models. The larger GPUs have more on-chip memory and memory bandwidth than competitors. 10 stocks we like better ...
Datavault is gaining traction and is on track to begin ramping its revenue. However, a combination of factors suggests a revenue ramp won’t be enough to make a difference for this stock’s price, which is poised to move much, much lower. The primary concern is cash burn. The company is effectively creating a new industry, ...
Global semiconductor equities retreated on Friday after the Trump-Xi Beijing summit concluded without a formal agreement on Nvidia chip exports to China, unwinding a rally that had priced in a specific diplomatic outcome. The immediate mechanism is valuation rather than a change in the AI demand thesis: U.S. export authorization for the H200 existed before ...
Key Points Despite its pivot in artificial intelligence (AI), Meta Platforms remains primarily a digital ad company. Alphabet’s move into AI relies mostly on localized energy sources and customer bases. Netflix’s content production, streaming, and advertising are not heavily reliant on the Middle East. 10 stocks we like better than Meta Platforms › The conflict ...
Russ Cohen
Russ Cohen
Russ Cohen