News

Prediction: This Artificial Intelligence (AI) Stock Will Be Worth $3 Trillion in 5 Years
TSMC's advanced processing nodes are being used by numerous companies, including Nvidia, Broadcom, Marvell, AMD, and Apple, to fabricate AI-capable chips that go into data centers, personal computers, ...
CoreWeave: Benefiting From AI Workload Growth; Initiate With 'Buy'
CoreWeave leads in AI hyperscaling with explosive growth, key OpenAI deals, and strong recurring contracts. Find out why CRWV ...
2 Artificial Intelligence (AI) Stocks That Look Like Buffett-Style Long-Term Bets
Warren Buffett, the longtime CEO of Berkshire Hathaway, is famous for his long-term bets. Many of his biggest investments ...
Weibo: AI Bet Faces The Test Of Relevance In A Shifting Social Media Landscape
Weibo's Q1 shows stable revenue and slight margin beat, but struggles with sector declines. See an analysis of WB stock and ...
Competing AI hyperscalers, Nebius and CoreWeave, make divergent moves
Nebius Group (NBIS) and CoreWeave (CRWV), competing artificial intelligence hyperscalers, saw their respective stocks make ...
What Nvidia, AMD, and CoreWeave Stock Investors Should Know About the Recent AI Training Benchmark
In today's video, I discuss recent updates impacting Nvidia (NASDAQ: NVDA) and other semiconductor companies. To learn more, ...
The Wall Street Transcript2d
AI Revolution Goes Beyond NVIDIA to Semiconductor Component Manufacturing Stocks
AI revolution investing interview with Wall Street Journal’s “Best on the Street” Tore Svanberg, Managing Director at Stifel ...
China’s AI industry is booming. Can Nvidia and other U.S. companies still get in on it?
Chinese cloud providers have been big buyers of U.S. artificial-intelligence hardware. Jefferies analysts are upbeat that the ...