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Key Points Alphabet is an AI pioneer and continues to lead the way in the industry. AMD has increasingly emerged as Nvidia’s most prominent competitor in the AI accelerator market. CoreWeave’s neocloud technology poses significant risks but offers huge potential. 10 stocks we like better than Alphabet › In evaluating artificial intelligence (AI) stocks, I ...
Takeaways • The easy money from positioning is fading as macro shorts and CTA demand peak, shifting the market into an earnings-driven “prove it” phase • The rally remains narrow and mechanically driven, with megacap leadership and options flows masking weaker underlying breadth • Volatility has reset lower, reopening both tail hedging and convex upside ...
Key Points There’s a version of the AI infrastructure story that almost everyone knows: Nvidia (NASDAQ: NVDA) makes the chips, the hyperscalers build the data centers, and the software companies build on top. But the middle layer in that stack — which is the specialized cloud providers who rent GPU compute to companies building artificial ...
Key Points SpaceX stock is not yet publicly traded. Yet an artificial intelligence (AI) giant owns a sizable portion of the space explorer’s shares — and you could invest in its stock today. 10 stocks we like better than Alphabet › SpaceX is widely expected to be the largest initial public offering (IPO) of all ...
Spotify Technology (NYSE: SPOT) has been one of the best-performing technology stocks in the world since going public in 2018. The journey has been bumpy, though. Shares have produced a 19% annual total return compared to 14% for the S&P 500 index, meaning that Spotify has beaten the market over the last seven years. However, ...
The broader market is seeing a sea of green on Friday as sentiment grows for a prolonged truce between the U.S. and Iran, but the most notable stock sitting out the rally is Netflix NFLX). Reporting weaker-than-expected Q1 earnings and guidance yesterday evening, Netflix stock has fallen as much as 11% in today’s trading session. ...
Key Points Ford’s position as a legacy business in a mature industry means that its growth will remain extremely low in the long run. Ten years from now, this company will still face intense competition, and demand will keep fluctuating with the broader economy. Despite the potential for small profit gains, investors doubt that this ...
Key Points SpaceX is preparing to go public and will likely be the largest initial public offering (IPO) in stock market history. SpaceX’s reported profitability in 2025 and its leadership — its CEO, Elon Musk, also runs a trillion-dollar auto company, Tesla — have investors excited. However, mega-IPOs have a terrible initial track record, dating ...
Here’s a quick recap of the crypto landscape for Wednesday (April 15) 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$75,049.79, up by 0.9 percent over the last 24 hours. Chart via TradingView Bitcoin price performance, ...
Key Points Everyone’s talking about SpaceX’s initial public offering (IPO), which makes a lot of sense given that it’s led by Elon Musk and features exciting new technology. But good investing is more than flashy CEOs and new frontiers. Here’s why I think investors should avoid the SpaceX IPO, and what you might want to ...
The whipping post
The whipping post
The whipping post