Key Points Google’s TurboQuant algorithm significantly reduces memory usage for large language models. Memory chipmakers could face pressure, but investors may be worrying too much. This industry, and one company in particular, could benefit greatly from reduced AI memory requirements. 10 stocks we like better than Apple › Google sent shockwaves through a small corner ...
Key Points Shares of multiple space-focused companies surged this past week, driven by acquisition rumors and anticipation of a long-awaited initial public offering (IPO). Here’s how some of the top space stocks performed, according to data provided by S&P Global Market Intelligence. Will AI create the world’s first trillionaire? Our team just released a report ...
Marvell Technology MRVL recently expanded its partnership with NVIDIA to strengthen its long-term growth outlook by embedding it deeper into the fast-growing AI infrastructure ecosystem. MRVL will integrate into NVIDIA’s AI ecosystem like NVLink Fusion and AI-RAN, enabling customers to build custom AI XPU systems that remain fully compatible with NVIDIA platforms. By integrating with ...
Key Points CoreWeave is growing quickly, but it’s highly leveraged. Its current share price might look attractive, but it still comes with a lot of risk. Laffont’s latest purchase is poised to grow quickly as semiconductor companies step up spending. 10 stocks we like better than CoreWeave › Phillippe Laffont has built a reputation as ...
Key Points Microsoft (NASDAQ: MSFT) was an early winner in the AI boom. Its partnership with OpenAI put it in the pole position after ChatGPT launched in late 2022. However, more than three years later, Microsoft is looking like a laggard in AI. Copilot, its AI assistant, has received broad criticism for its high price ...
Netflix’s NFLX content strength remains the primary engine driving user engagement and revenue growth. The company is seeing strong traction from originals, with branded content viewing rising 9% year over year in the second half of 2025, driven by blockbuster titles and a globally diverse slate. This depth of content fuels higher engagement, which management ...
U.S. legacy automaker General Motors GM is doubling down on its Korean operations with a $600 million investment. This move comes at a time when questions linger about its long-term presence in the country. The plan builds on an earlier $300 million announcement made in December, with another $300 million now added to the tally. ...
These firms are producing the “Golden Rivets” that the technology desperately needs… Tom Yeung here with your Sunday Digest. Last week, I wrote about two “future-proof” stocks to help shield your portfolio against the threats of AI. Artificial intelligence was causing mayhem in the software industry, and former SaaS superstars like Salesforce Inc. (CRM) and SAP SE (SAP) were suddenly looking ...
Key Points Alibaba Group (NYSE: BABA) just delivered quarterly results that, on the surface, look disappointing. Profit plunged and revenue growth slowed — and the stock reacted negatively. But focusing only on those headline numbers risks missing the most important shift happening inside the company. Will AI create the world’s first trillionaire? Our team just ...
Key Points First-quarter deliveries grew slightly year over year but fell sharply on a sequential basis. The company manufactured about 50,000 more vehicles than it handed over to customers during the period. Trading at a sky-high valuation, the stock leaves investors with little room for error. These 10 stocks could mint the next wave of ...
