We came across a bullish thesis on Amazon.com, Inc. (AMZN) on Substack by Charly AI. In this article, we will summarize the ...
The conventional wisdom in AI has long been that cutting-edge performance comes with a cutting-edge price tag. DeepSeek is ...
This week's action in the stock market has made clear that the S&P 500 has become a riskier play - despite its status as the benchmark for U.S. large-cap stocks - because it has become a highly ...
Upcoming earnings reports from Microsoft Corp. (MSFT), Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), Meta Platforms Inc. (META) and Apple Inc. (AAPL), among others, will also shed light on AI ...
Nearly every AI company saw its stock price soar in 2024. Many saw their market caps double, triple, or even quadruple in ...
Brian Colello at Morningstar maintained his target price of $130 per share on Nvidia stock following the DeepSeek news. "We ...
China's DeepSeek narrows America's advantages on artificial intelligence and threatens U.S. tech companies' business models.
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
The release of Chinese AI model DeepSeek led to a stock market rout for U.S. tech firms on Monday. However, Wall Street ...
The superstar run for Nvidia’s stock the last few years has been astonishing. Mostly known only in gaming and crypto circles ...
Kenneth Griffin recently sold off more than 90% of his Amazon (NASDAQ:AMZN) shares through Citadel Advisors. The fund has ...
If necessity is the mother of invention, then the United States' biggest artificial intelligence investors are rethinking ...