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Key Points Amazon is a major buyer of Nvidia GPUs, but its data centers also run its custom Tranium AI chips. Amazon claims Trainium delivers up to 40% better performance-per-dollar than comparable GPUs. Anthropic is using Trainium heavily, suggesting a future in which competition eats away at Nvidia’s dominance. 10 stocks we like better than ...
Shares of United Bancorp, Inc. UBCP have gained 2.6% since the company reported its earnings for the quarter ended Dec. 31, 2025. This compares to the S&P 500 index’s 1.1% decline over the same time frame. Over the past month, the stock has declined 0.9% compared with the S&P 500’s 0.9% decrease, indicating relative stability ...
Key Points Netflix has competitive and regulatory obstacles in the way of its pending acquisition of Warner Bros. Discovery. Bloomberg reported last month that Netflix was considering Disney as a potential buyout candidate. It can settle for the cheapest of its three businesses and still come out a winner. Netflix is already making big-ticket investments ...
Utility stocks have been on a roll as more people come to see them as a way to play AI’s bottomless power demand. Let me say off the top that this does not mean the “AI-power trade” is played out. Far from it. But it does mean we need to pick our spots when investing ...
Key Points Tariffs, as well as the removal of EV incentives, are weighing on the automotive industry. GM was able to offset almost 40% of its tariff costs in 2025. The key point for investors is that GM’s current success is sustainable. 10 stocks we like better than General Motors › While the U.S. electric ...
Here’s a quick recap of the crypto landscape for Friday (February 6) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$70,178.66, up by 11.3 percent over 24 hours. Chart via TradingView. Bitcoin price performance, February 6, ...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is ...
Key Points Uber operates the world’s largest ride-hailing network, with over 200 million monthly active users. The company is betting big on autonomous vehicles, which could reduce the enormous cost of its human drivers. Uber CEO Dara Khosrowshahi thinks the transition to autonomous ride-hailing could be a multitrillion-dollar opportunity. 10 stocks we like better than ...
Microchip Technology’s (NASDAQ: MCHP) Q3 fiscal year 2026 (FY2026) earnings report was no blowout, but everything about it is bullish. In the words of the CEO, Steve Sanghi, the company is amid a broad-based recovery in end semiconductor markets, compounded by improving operational excellence. The critical takeaways from Q3 include the return to growth, the ...
Key Points Early 2026 saw a new chapter in Apple‘s venture into consumer finance, when banking giant JPMorgan Chase (NYSE: JPM) was chosen as the new issuer of the tech company’s Apple Card. It’s taking over the job from Goldman Sachs. Goldman said that stepping down from the product will help it narrow its business ...
The whipping post
The whipping post
