Nvidia CEO Admits Affair with China Spy

Editor’s Note: Nvidia’s CEO says the next phase of the AI boom is starting right now. And a handful of undiscovered stocks could be among the biggest winners. Elon… Read more

Micron Now Trades at 4x Earnings

Editor’s Note: Thursday’s crash sent a lot of hedge funds running for the exits. My AI trading algo did the opposite – it went hunting for trades with the… Read more

Why Amazon Wins If AI Spending Slows

On Wednesday, Amazon (Nasdaq: AMZN) and Microsoft (Nasdaq: MSFT) each jumped about 6%. It was their best day since July. The trigger wasn’t an earnings beat or a new… Read more

Buy the Dip: Nvidia, Broadcom & Micron

Wall Street analysts raised their earnings estimates for Nvidia (Nasdaq: NVDA) by 24% over the last 90 days. On Thursday, investors sold the stock anyway. They sold the rest… Read more

Inside the New Superintelligence Secret Society

They found each other in secret, gave themselves a name and broke into one of the biggest names in AI. Not one of them told a human. Here’s what… Read more

Meta Raises $95 Billion Ahead of Anthropic IPO

Meta Platforms (Nasdaq: META) just launched the largest stock sale in its history. It’s the latest sign that big tech giants are preparing for the next phase of the… Read more

5 Earnings This Week That Will Move the AI Trade

Editor’s Note: Big Tech’s AI spending faces its biggest test of the year this week. Meanwhile, the next wave of AI is already taking shape on factory floors. I… Read more

Apple Takes Nvidia’s Crown

Phase 3 AI could be the biggest wave of the AI boom so far. Some of the richest people in the world are putting billions behind it. And 5… Read more

“Black October” – The Internet is Under Attack

In the past 3 days, the internet has seen some of the biggest security holes in years. Read more

To top