As intelligence moves into cars, robots, and factories, a new supply-chain opportunity is forming underneath the headline brands Listen to the audio version of this article (generated by AI). When Tesla (TSLA) first put Grok in its cars last summer, the tech press wasn’t impressed. The AI could chat. It could answer trivia. It could ...
Listen to the audio version of this article (generated by AI). Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke Lango is hunting One week ago, Nvidia (NVDA) delivered a blowout earnings report, punctuated by guidance calling for another ...
The offshore oil boom offers a clue about where some of the biggest gains could go… Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague, InvestorPlace Senior Investment Analyst Luke Lango, has spent months studying what Elon Musk is building across Tesla, SpaceX, xAI, and the rest of his ...
I’ll explain why September has earned its bad reputation on Wall Street and I’ll also tell you why I believe any weakness could create some compelling opportunities Listen to the audio version of this article (generated by AI). We all know the feeling when September comes around. It’s back-to-school time. If you ever read the Peanuts ...
The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the Chinese bots behind the data-center backlash… two questions that Eric Fry asks to find “powerful” stocks As I write on Tuesday, the first day of September, stocks are solidly in ...
What Three Mile Island can teach AI investors about the populist risk nobody is pricing in Listen to the audio version of this article (generated by AI). By the time anyone in the control room figured out what was happening, a stuck valve in a Harrisburg, PA, reactor had melted half the core. Thankfully, nobody ...
Listen to the audio version of this article (generated by AI). Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines to look past… and the plays underneath them Two weeks ago, we told you not to expect Fed Chair ...
Listen to the audio version of this article (generated by AI). Every quarter, Wall Street looks closely at NVIDIA Corporation’s (NVDA) latest results for clues about where the artificial intelligence boom may be headed next. And on the latest earnings call, the company revealed something that caught my attention. Higher memory costs are reportedly forcing ...
Are your holdings on the move? See my updated ratings for 98 stocks. Source: iQoncept/Shutterstock.com Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a ...
In the AI era, the biggest investing mistake may be assuming today’s leaders will still dominate tomorrow. Listen to the audio version of this article (generated by AI). Hello, Reader. If you were to compare human beings to companies, there aren’t many similarities to hang your hat on. For starters, we are, obviously, alive, and companies ...
