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240 results for Amazon
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet ā and orbital compute: the next frontier of AI infrastructure.
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply ā¦ AWS logs its fastest growth in four years ā¦ Meta beats but pulls back 10% ā¦ and…
What This Week’s Earnings Really Tell Us ¶¶Ņõ×īŠĀ°ę AI
Iran talks stall and oil climbsā¦ the real question inside Big Tech earningsā¦ why the Mythos breach changes thingsā¦ and what it means for your…
Palantirās Biggest Rival Revealed
In this weekās Navellier Market Buzz, I explain what investors are actually rewarding this earnings season. Then, I reveal Palantir Technologies Inc.ās (PLTR) biggest rival,…
Donāt Buy the Railroads. Buy the Campbellās.
In this issue, weāll show you exactly how a market shift is already beginning to play out ā including one under-the-radar AI āapplierā weāre giving…
The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting ā and which companies benefit most.
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
The AI Shopping Shift Separating Retail Winners From Losers
Today, Iād like to detail a perhaps unexpected winner of the AI Revolution. Itās a cyclical sector that investors often hate for its unpredictable returns…
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device ā signaling the shift beyond smartphones and reshaping tech’s next winners.
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
The $48 Billion AI IPO Squeeze Wall Street Isn’t Warning You ¶¶Ņõ×īŠĀ°ę
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply canāt see. Today, Keith Kaplan takes that…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints ā power, cooling, and scale ā creating a massive new investment opportunity.
The Market Has Already Changed ā¦ but Most Investors Havenāt
When Amazon went public, those who understood what was coming and moved early built a fortune. Everyone who waited for confirmation might still have made…
The Real Long-Term Shortage Isnāt Oil ā Itās This
The AI boom is leading to a massive computing crunchā¦ electricity bills are skyrocketingā¦ but arenāt the hyperscalers supposed to pay?… invest in the āAI…
Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026
Anthropic’s revenue just exploded from $1 billion to $30 billion in 15 months. Here’s what it means for AI investors and why the Anthropic IPO…
Why the Best Opportunities Are Off the Beaten Path
In todayās issue, InvestorPlace Senior Analyst Brian Hunt uses a simple Easter egg hunt analogy to illustrate a powerful truth: the fewer competitors you have,…
What Kind of Easter Egg Hunt Are You In?
In todayās guest essay, Brian shares one of his favorite investing lessons, starting with a story you probably know well: the time Blockbuster passed on…
We’re Not Done With AI ā We’re Playing It Differently
The shift away from tech at the height of its dominance is a profitable one that weāve seen play out before. In todayās Smart Money,…
The Quantum Computing Paradox: Brilliant Future, Complicated Present
Quantum computing stocks surged, crashed, and now face a timing problem. Here’s what will drive the next major breakout.
What the PCE Is Really Telling Investors Today
The ceasefire is fragile ā but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
What You’re Not Being Told ¶¶Ņõ×īŠĀ°ę the AI Economy
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
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