Tech Has the Best Businesses in the Market… It Also Has the Worst Ride
Say you own the best restaurant in town. The food is great. Every table is full. Profits climb every year. ...
Tag: AI
Sex, Lies and AI Chips
In something straight out of a James Bond movie, Nvidia (NVDA) CEO Jensen Huang was allegedly seduced by a Chinese ...
Why I’m Buying the Blue Wave
Historically, the 12 months following a midterm election have been remarkably strong for stocks, with the market gaining an average ...
Tech Is Struggling — These Two Stocks Score a Perfect 100
As goes tech, so goes the S&P 500 Index. I’ve been saying it all year, and the past few weeks ...
AI Is Turning Tech Upside Down… But These Stocks Are Standing Tall.
Nine of the 11 market sectors finished higher last week. But it was the other two that dragged the market ...
Anthropic is Going Public… What Does It Mean for the Mag 7?
It’s official. Anthropic, the brains behind the Claude AI model, is going public. The S-1 forms are filed, the IPO ...
The Chip Sell-Off Could Be a Gift
Here’s a number that will blow your mind: Data center capacity outside China could easily double next year. Based on ...
A Tech Wreck Could Create the Next Winners
Let’s start with some good news… Most of the S&P 500 Index’s industrial sectors were positive last week, and several ...
AI Is Making Your Mortgage More Expensive
Mortgage rates are flirting with 7.5%, their highest levels in roughly 20 years, and naturally everyone has a political explanation ...
The New Bulls Are Going Global
Is the AI trade reaching the end of the line? I don’t think so. But even if it is, there’s ...
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