Apple has a long history of waiting, watching and then getting it right. Its latest moves could offer a clue about where the AI boom is headed… Listen to the audio version of this article (generated by AI). Everybody likes to be first. Wall Street, especially. There’s always a lot of excitement around the company ...
Key Points Tesla (NASDAQ:TSLA) is on a roll when it comes to market-moving announcements. Last month, the EV maker announced the sale of 500 Tesla Semis to Swedish transportation company Einride AB (NASDAQ:ENRD), essentially tripling the truck’s lifetime volumes. The move signaled strength not only for Tesla’s emerging trucking platform, but also for its autonomous ...
Key Points Tim Cook took over from Steve Jobs, filling the Apple founder’s large shoes very well. Cook is now handing the CEO job to John Ternus, but there are some important details to keep in mind this time around. 10 stocks we like better than Apple › The departure of Steve Jobs from Apple ...
Elon Musk wants to strap AI to rockets. These are the companies he’ll need to pay to make it work. Listen to the audio version of this article (generated by AI). Before we begin, a quick note: Our InvestorPlace offices will be closed on Monday in honor of Labor Day. If you need help from ...
Key Points Most of the trillion-dollar technology stocks driving the artificial intelligence (AI) revolution can be found in the Nasdaq-100 index. The index consistently outperforms the more diversified S&P 500 over the long term, because of its high exposure to the technology sector. The Invesco QQQ Trust mimics the Nasdaq-100 index, and it could help ...
Bottlenecks have consequences. This economic reality is why Luke Lango has identified the firms Elon still needs for AI’s next phase. Listen to the audio version of this article (generated by AI). Editor’s Note: You could say my InvestorPlace colleague, Luke Lango, has a knack for spotting tech trends early… before they go on to ...
Key Points AMD has been consistently gaining share in server CPUs, and it enjoys solid pricing power in this market. AMD’s impressive earnings growth potential suggests that it can jump substantially by the end of the decade. AMD seems poised to easily cross $2 trillion in market cap by 2030, though don’t be surprised to ...
Listen to the audio version of this article (generated by AI). Think back to the summer of 2023, back when nuclear and uranium stocks were dead money. Back then, everyone kept asking if Big Tech would actually choose nuclear to power its data centers. Then the deals started landing. Microsoft (MSFT) and Constellation (CEG). Google ...
Key Points It’s not easy forecasting stock winners. I wrote a series of articles at the beginning of the year forecasting which “Magnificent Seven” stock would be the best to buy this year. My top pick, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), is up only 7% so far this year, while my bottom pick, Apple (NASDAQ: ...
The AI trade remains alive and well, with Hewlett Packard Enterprise HPE, Broadcom AVGO, and Dell Technologies DELL all recently posting strong quarterly results. AI infrastructure spending was the clear theme across all releases, with demand remaining robust for servers, networking, and custom accelerators. Still, market reactions have been mixed, indicating that expectations remain sky-high ...
