Nvidia Earnings Could Shift Focus To Cloudflare Stock And AI Cost Control
AI infrastructure spending is exploding, yet the real story is shifting to the quieter software players helping firms control cloud bills and monitor complex models. With Nvidia’s Nov. 17 earnings and the Anthropic IPO set to test how durable this AI buildout really is, investors risk watching from the sidelines. This article unpacks how those catalysts could impact three stocks exposed to that news.
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Read MoreInvesting Expert On Nvidia: ‘People Will Wish They Bought’
Nvidia is having a terrible no-good really bad November. The 64-billion-dollar question is whether that’s temporary, or whether this is the pin that bursts the AI bubble,
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Read MoreAre Bank Stocks a Buy When Interest Rates Rise? | Investigating the Reality Behind Record Profits
On November 13, the interim financial results for the three megabanks were released. All showed strong performance, and dividend increases and share buybacks were also announced.
As someone who holds bank stocks, this is welcome news.
Banks make more profit when interest rates rise. I thought so too.
In fact,
Read MoreHe Plans to Claim Social Security at 62, Afraid the Program Will Run Dry, like 40% of Non-Retired Americans. On a $2,400 Benefit, That Fear Costs Him $720 a Month for Life
Quick Read
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Claiming Social Security at 62 permanently cuts a $2,400 benefit by 30%, costing $720 a month, and fear of insolvency doesn’t justify that loss.
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Even if the trust fund runs dry in 2032, payroll taxes would still cover about 78% of benefits,
Investing in IT stocks through mutual funds? Should you continue your SIP amid AI disruption and earnings concerns?
Technology funds have emerged as the worst-performing equity mutual fund category in 2026 so far, delivering an average return of-10.47%. The underperformance comes even as the global artificial intelligence (AI) boom drives investment in technology infrastructure and raises expectations of a new growth cycle for the sector.
For investors holding technology mutual funds,
The Burst
Nebius Stock Has Soared & Momentum Story Isn’t Finished Yet
Nebius Group has become one of Wall Street’s most explosive AI infrastructure stories.
The company has carved out a valuable niche. It isn’t just selling hardware or renting generic cloud space. Nebius sits right at the bottleneck of the AI boom, the part of the stack where demand vastly exceeds supply.
Read MoreThe Ivy
Tesla’s Big Bet on Robotaxis Is Getting Pricier
CEO Elon Musk has made it clear that Tesla’s future won’t be defined by cars alone. The company wants to become a dominant force in autonomous transportation and mass-produced robotics, with Musk floating the idea of producing up to one million Optimus robots annually by the end of the decade.
The ambition is enormous.
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Read MoreThe Spotlight
Europe Turns Up the Heat on Google, Again
Alphabet shares slipped early Thursday after regulators in Brussels unveiled yet another inquiry into Google’s business practices. The stock was down Friday, and the reason isn’t exactly mysterious because Europe is once again questioning whether the world’s most influential search engine is playing fair.
At the center of the latest dispute is the European Union’s Digital Markets Act,
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