From a sell-off in Nvidia shares to Oracle’s plunge after reporting mounting spending on AI, signs of skepticism are increasing. Read more at straitstimes.com. Read more at straitstimes.com.
The red-hot trade backing artificial intelligence (AI)-related stocks has taken a bruising from back-to-back troubling ...
Microsoft has long been a leading cloud company, but it stood out in the AI race because early on it took what is now a 27% ...
While the market is on pace for a strong 2025, most of the stocks in the " Magnificent Seven " merely had good, not fantastic, years. But one Magnificent Seven stock clearly took the crown in 2025: ...
Nvidia reached $4 trillion and became the world’s biggest company this year. The company has seen earnings and market value ...
Meta Platforms, Inc. (NASDAQ: META) is one of the AI Stocks in the Spotlight for Investors. On December 11, Piper Sandler ...
Broadcom stock falls 11% post-earnings despite beat and guidance raise. Jim Cramer calls it a buying opportunity. CNBC Club ...
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Quick Read Meta Platforms (Nasdaq: META) is cutting spending on the underperforming Metaverse and redirecting resources ...
The $1.7 trillion social company may be just getting started.
Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. Technology Analyst Eric Bleeker and Austin Smith ...
Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL)’s custom TPU chips ...