AMD (AMD), and Broadcom (AVGO), chipmakers have been the undisputed winners, and their share price actions reflect the same.
Microsoft has long been a leading cloud company, but it stood out in the AI race because early on it took what is now a 27% ...
Nvidia should continue beating the market, but investors should also expect the unexpected over the next five years.
Alphabet, Microsoft, and Amazon are spending heavily on their cloud computing divisions. Meta Platforms and Nvidia are the ...
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there's a differentiated company primed for a forward split in the new year.
Microsoft's Q1 FY26 revealed higher-than-expected capex driven by AI infrastructure. Read why a negative market reaction for ...
Wall Street analysts expect another strong year in stocks in 2026, propelled by continued AI sector gains and additional Fed ...
Nvidia stock is a Hold due to overvaluation and deteriorating risk-reward asymmetry, despite continued near-term price ...
Once written off after ChatGPT’s launch, Alphabet has added $1.3 trillion in market value as TPUs, AI cloud deals and ...
One such firm that I monitor closely is Coatue Management, founded by Philippe Laffont. During the third quarter, Coatue reduced its position in Nvidia (NASDAQ: NVDA) by 14% -- selling 1.6 million ...
And with generative AI allowing each of the Magnificent 7 to eat into one another’s moats, each company becomes increasingly ...
Alphabet and Amazon are two of the major companies that are taking aim at Nvidia's dominance. CEO Jensen Huang says demand for Nvidia chips remains strong. Nvidia (NASDAQ: NVDA) has made history in ...