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Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
The AI Job Shake-Up Could Create Big Winners 鈥� and Losers
There is a new type of AI making its debut that doesn鈥檛 answer questions and or wait for instructions. It goes out into the world,…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply 鈥� AWS logs its fastest growth in four years 鈥� Meta beats but pulls back 10% 鈥� and…
3 Stocks to Sell Before May 19
If history is any guide, the market鈥檚 first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
What You’re Not Being Told 抖阴最新版 the AI Economy
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
2 Companies Tackling the AI Bottlenecks聽
To give you a sense of these 鈥淕olden Rivet鈥� makers Eric discusses in his latest presentation,聽I鈥檇聽like to highlight two companies at the forefront of the…
Chinese Tech Stocks CTFO and SOL Punished to New Lows
Chinese tech stocks China TransInfo Technology NASDAQ:CTFO and ReneSola NYSE:SOL hit new lows today, but travel stock icons Six Flags Entertainment NYSE:SIX and Copa Holdings…
6 Software Stocks to Buy Now
The grades of six Software stocks are on the rise this week on Portfolio Grader. Each of these stocks is rated an “A” (“strong buy”)…
7 Stocks to Buy Before China’s Travel Boom (CEA, ZNH, CTFO, CTRP, HMIN, PCLN, UTA)
A top exec at the United Nations World Tourism Organization recently said China will surpass France as the largest tourist destination by 2015, if not…
Coffee Holding (JVA) and Peet’s (PEET) Jolted to New Highs
Coffee Holding NASDAQ:JVA and Peet’s Coffee NASDAQ:PEET have hit new highs, though Blackberry maker Research in Motion NASDAQ:RIMM continues to set new stock lows.
Sell鈥� Sell鈥� Sell鈥� Another Eight Companies Insiders Are Exiting
In this issue, I鈥檇 like to highlight another eight companies where insiders are selling.聽And show why today鈥檚 market might not be as robust as some…
Tesla Stock Has Optimism, Needs Profitability
From what we have seen so far, the price point at which Tesla must sell its vehicles is too low to generate a profit. The…
AMC Stock Could Be Worth $80 On Its Own Merits
AMC stock may not be as overvalued as it seems — it could be worth $80. AMC stock could be worth up to $79.72 under…
Intel CEO Switch Means Better Days Ahead for INTC Stock
New leadership will shift Intel’s focus to CPU innovation and recapturing lost market share, two moves that bode well for Intel stock holders.
Guardforce AI (GFAI) Stock Gets a Boost From New Exec Team
Guardforce AI (GFAI) stock is climbing higher on Thursday after announcing a new executive team that will lead the company.
A Danger to DeFi? SEC Crypto Powers Challenged by Former CFTC Commissioner.
A former CTFC commissioner wants to reign in aggressive SEC crypto powers in favor of a more cautious CTFC-centric regulatory approach.
After CFO’s Resignation, Hexo Stock Is a Strong Sell
Hexo admitted Friday afternoon that its new CFO is resigning. There’s no silver lining here, Hexo stock is a terribly risky holding given this development.
AMC Stock Could Still Be Worth $73 Next Year if FCF Turns Positive
In a best-case scenario, AMC stock could be worth $73 if FCF is positive. At worst, AMC’s expected return is still $40.
Why Zillow (Z) Stock Is a SCREAMING Sell
Zillow is still overvalued, even after taking a nasty tumble on the announcement of its CFO’s abrupt retirement.
Everything You Need to Know 抖阴最新版 the Horrendous Beat Down in Snap Stock
SNAP stock suffered a significant hit after news of its CFO’s departure hammered investor confidence. Is there a chance for a comeback?
AMC Entertainment Is On the Road to Recovery With FCF to Follow
AMC Entertainment will recover with FCF to follow. AMC stock is worth $15.38, or 61.7% more, using FCF forecasts and AMC鈥檚 revenue guidance.
5 Things to Know 抖阴最新版 New Google CFO Ruth Porat
Following current Google CFO Patrick Pichette’s retirement, Morgan Stanley CFO Ruth Porat will be joining the company to take over the role.
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