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240 results for Amazon
The $3 Trillion AI Stock I’d Dump Right Now ā and What to Buy Instead
In today’s Smart Money, Iād like to explain why, despite Amazonās earnings beat, Iām not changing my āSellā rating on the company ā and why…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asteriskā¦ the sector actually carrying the loadā¦ and the guy who keeps building things nobody saw coming
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund ā or a mountain of leverage ā to profit from the AI Revolution. Tom Yeung lays out…
Big Techās Tab Is Running Up ā But Who Is Profiting?
In todayās Market 360, Iāll examine the enormous AI tabs being run up by four of the worldās biggest technology companies and show you which…
AIās Biggest Bottlenecks Could Create Its Biggest Opportunities
When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. Thatās why itās essential for investors…
Luke Lango and ¶¶Ņõ×īŠĀ°ę Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s semiconductor crash was not random. Here is the forced-liquidation mechanic behind it ā and why the fundamentals never blinked.
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
Hereās What My System Says ¶¶Ņõ×īŠĀ°ę 4 Big Tech Stocks Before Earnings…
Iāll set the table for the earnings season so far, and then weāll put this weekās four Big Tech reporters to the test and see…
How to Find the Next AI Opportunity Before Apple Does
Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. Thatās why I asked my colleague Luke Lango…
The Mag 7ās $10 Trillion Blind Spotā¦ and 3 Stocks to Buy for It
One of the greatest bottlenecks of the AI Revolution that Iām going to discuss is everywhere in our modern lives. But you canāt touch or…
Space Stocks Crashed in July. Their Businesses Didnāt.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
Four Actionable Stock Ideas From a Legendary Investor
In today’s Digest, Brian Hunt highlights several themes he’s watching closely, shares a handful of stocks that have caught his attention, and explains what recent…
How to Profit From the AI Boom Without Playing Big Tech’s Game
In todayās Smart Money, let’s look at the latest results from Alphabet Inc. (GOOGL) and Tesla Inc. (TSLA), and what they reveal about the Mag…
How to Find the AI Companies Big Tech May Buy Next
My colleague Luke Lango studies where the AI boom is going next ā and which young companies are building technologies the Big Tech giants may…
A New Reality for the AI Trade
Microsoft eases AI fearsā¦ the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…
The AI Trade Isnāt Slowing
Alphabet blows past earnings… capex jumps to $205 billion… why the āLag 7ā story is wrong… ¶¶Ņõ×īŠĀ°ęās’ ābest market since 1999ā
Appleās Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, itās considered one of the most successful…
How to Get in Position Before the Next AI Megadeal
In todayās Friday Digest takeover, Luke explains why Silicon Valleyās biggest AI players may soon find it faster to buy innovation than build it themselves…
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For todayās Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capitalās Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
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