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.
Read this issue
Tech Stocks
164 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.
Read this issue
There’s a revolution on the battlefield and a bull market in drone stocks
“Many critical resource projects take 5 – 10 years to go from an idea on paper to producing raw materials. So, when a resource market trends in one direction, the trend tends to last for years.”
Read this issue
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.
Read this issue
Netflix and Paramount Fight Over Warner Bros: Do Investors Still Have Upside Here?
Netflix and Paramount are locked in a bidding war for Warner Bros Discovery. With rival offers, political pressure, and takeover drama, do investors still have upside here?
Read this issue
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.
Read this issue