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The AI arms race has been rolling since ChatGPT landed in late 2022, and one quote from that era keeps…
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has declined 22% year-to-date from its highs, and our model prices the stock at…
Steve Ballmer once told me that in China, 90% of Microsoft (NASDAQ: MSFT) Windows licenses were stolen by local tech…
Most ETFs benchmarked to the Russell 1000 Growth Index just track it. Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) tries…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) currently trades at $372.29, while the average analyst price target sits at $587.31, a…
Sensor Tower’s “Top Charts” for downloads from the Apple App Store shows OpenAI in first place, followed by Google’s Gemini…
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings…
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will…
Billionaires don’t buy on a whim as most retail investors do, since they have an extreme amount of resources they…
Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives…
Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the…
AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion,…
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) was last seen trading near $373, while the average analyst price target sits…
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