My WordPress Blog
Key Points Bank of America moved Intel straight from its most bearish rating to its most bullish, skipping the middle. The thesis centers on AI shifting more spending toward central processors and chip manufacturing. After more than tripling in 2026, the stock already reflects a lot of optimism. 10 stocks we like better than Intel ...
Not long ago, GPU chips were a gamer’s luxury. Today, they are rapidly evolving into a distinct asset class, one that investors can finance, collateralize, lease, and even treat as yield-generating infrastructure Introduction In April 2026, KPMG and UK-based alternative investment firm Nuway Capital published their joint research series on GPU investing. In a survey ...
Key Points Nvidia (NASDAQ: NVDA) CEO Jensen Huang isn’t shy about telling investors what stocks to buy. He is well-connected in the chip industry and knows which companies have great products and are destined for success. His recent prediction is that Marvell (NASDAQ: MRVL) will be the next $1 trillion company. That’s no small bet, ...
Here’s a quick recap of the crypto landscape for Wednesday (June 10) 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$61,809.34, trading 0.1 percent higher over the past 24 hours. Chart via TradingView. Bitcoin price performance, ...
Key Points Semiconductor stocks jumped on Friday, as more Wall Street analysts highlighted the staggering growth potential of the AI infrastructure industry. Here’s how some of the top chip stocks performed: Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the ...
Key Points The AI infrastructure build-out will last for several more years, and that should propel Nvidia’s stock higher. Demand for cloud computing capacity is creating long-term revenue streams for Amazon and Microsoft. 10 stocks we like better than Nvidia › Finding stocks that are nearly set-it-and-forget-it options is nice for many investors. Instead of ...
Shares of AstroNova, Inc. ALOT have gained 17.3% since the company reported results for the quarter ended April 30, 2026, significantly outperforming the S&P 500 Index, which has declined 1.7% over the same period. Over the past month, AstroNova shares have advanced 16.9% compared with a 3% decline for the broader market benchmark, reflecting a ...
Key Points SpaceX opened at $168 per share, a 22% jump from its $135 IPO price, pushing its market cap above $2.2 trillion. Amazon and Microsoft fell slightly on above-average volume, suggesting investors sold some of their existing tech holdings to fund SpaceX purchases. Oil prices fell more than 2% as investors grew hopeful that ...
Key Points Netflix is highly profitable, but its revenue growth going forward will likely slow down as its operations mature. Roku’s soaring platform sales will drive impressive free cash flow generation in the years ahead, according to management. Based on individual goals, the best streaming stock will differ among investors. 10 stocks we like better ...
Here’s a quick recap of the crypto landscape for Monday (June 8) 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$63,444, trading 2.2 percent higher over the past 24 hours. Chart via TradingView. Bitcoin price performance, ...
