Tesla Inc. (TSLA): Graham Stephan Used to Like This Stock
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
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Read MoreThe Top 2 Nuclear Energy Stocks to Buy Right Now
The nuclear energy market cooled for roughly a decade after the Fukushima disaster in 2011, prompting many countries to pause their nuclear projects. But over the past few years, new decarbonization initiatives, safer nuclear reactors, and the expansion of the AI, cloud, and data center markets have driven more companies to restart their nuclear energy projects.
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Read MoreLive: Nvidia’s Q1 Earnings Tonight Could Send Shockwaves Across the Market
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Nvidia’s earnings presentation showed something interesting. The company broke Data Center revenue into two categories for the first time: traditional hyperscalers and a separate group called AI Clouds,
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Read MoreInvestors Aren't Waiting for a SpaceX IPO. New Space ETFs Are Taking Off
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Key Takeaways
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Space-themed ETFs such as Global X Space Tech, Roundhill Space & Technology,
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Read MoreWhy Advanced Micro Devices Stock Was a big Winner on Wednesday
A broad rally in beaten-down software stocks, combined with a positive analyst note, helped Advanced Micro Devices (AMD +8.04%) stock to rise by over 8% on Wednesday. Another factor positively affecting sentiment was the company’s position as an incumbent chipmaker, on a day when the most high-profile company in that space reported earnings.
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Read MoreThe Burst
Warren Buffett’s Surprise Move Into the AI Big Leagues
Berkshire Hathaway’s latest 13F filing confirmed it now owns three Mag 7 companies. Apple, Amazon, and now Alphabet collectively give Berkshire a front-row seat to the AI arms race, and Alphabet’s debut in the portfolio was the standout surprise.
The filing showed Berkshire continued trimming Apple, though it still accounts for about 21% of the equity book,
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Read MoreThe Ivy
Why Nvidia Still Looks Like The #1 AI Stock
Nvidia didn’t become the centerpiece of the AI revolution by accident. Its advantage goes well beyond having fast chips. The company spent more than a decade positioning itself as the default computing layer for advanced workloads long before AI became a mainstream investment theme.
Naturally, that raises an uncomfortable question: after a run like this,
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Read MoreThe Spotlight
Why Small-Caps Could Crush Big Tech
Markets were rattled earlier this week after a fresh round of tariff threats reignited tensions between the U.S. and China. For a moment, it looked like the trade war narrative of 2018 was making a comeback. But by midweek, cooler heads prevailed, and stocks came roaring back.
The surprise? Small-cap stocks didn’t just recover,