Three Reasons Amazon Can Soar as it Mashes the AI Accelerator
AWS dominance, proprietary AI chips, and massive infrastructure investments could position Amazon for a strong AI-driven rally next year.
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AI Stocks
103 Articles
Oracle’s Stock Has Completely Erased Its AI Pop. Are Shares a Buy Today?
Oracle erased its AI-driven rally and is down over 50%. We break down cash flow risks, debt concerns, and whether ORCL is worth buying now.
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One of our top ways to invest in soaring power demand looks poised to head higher
It’s now official: It’s AI Boom, not AI Bust. Yesterday, the VanEck Semiconductor ETF (SMH) closed above its previous all-time high of $368.61 per share. The market value of the semiconductor industry has never been higher. It’s a significant new development in the world’s most important financial debate.
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CoreWeave’s $55 Billion Backlog Marks the Next Phase of the Neocloud Boom
CoreWeave's $14B Meta deal put neocloud stocks in the spotlight. See how CoreWeave stock and its rivals stack up against AWS, Azure, and Google in the AI race.
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Jeff Bezos’ $6.2 Billion Project Prometheus: Why the AI Arms Race Boosts Nvidia’s Hardware Dominance
Jeff Bezos' Project Prometheus fuels the AI arms race. We analyze why this $6.2 billion venture is a direct, structural catalyst for Nvidia's (NVDA) hardware revenue.
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Anthropic’s IPO: Get Set for It to Light Up an Already-Scorching AI Industry
Anthropic, creator of the Claude AI chatbot, is exploring an IPO that could ignite the AI sector. Here’s what investors need to know about valuation, timing, and opportunity.
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