Big Tech’s AI Spending Is on Track to Top $700 Billion This Year. Here’s Who May Cash In Next.
Key Points The four largest hyperscalers have guided to as much as $725 billion in capital spending this year. American ...
Nvidia Wants to Reinvent the PC. Here’s What That Means for Intel, AMD, and Qualcomm.
Key Points Nvidia recently revealed RTX Spark, a new superchip for running Windows PCs. The chip pushes Nvidia directly against ...
QuidelOrtho’s Respiratory Exposure Remains a Key Near-Term Risk
QuidelOrtho QDEL is being reminded that respiratory testing can still significantly influence results even after the post-pandemic reset. A milder and ...
3 Absurdly Cheap Dividend Stocks to Buy With $1,000 Right Now
Key Points PepsiCo, AT&T, and Pfizer are blue chip dividend stocks that offer high yields. Their valuations are incredibly modest ...
Better AI Stock to Buy: Alphabet vs. Microsoft. (The Winner Might Surprise You)
Key Points Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Microsoft (NASDAQ: MSFT) are two of the biggest artificial intelligence hyperscalers. Combined, ...
Why Did Netflix Stock Fall Even Though the Business Kept Growing?
Key Points Netflix’s stock fell because expectations changed, not because the business broke. A great business and a great stock ...
Tuesday’s ETF with Unusual Volume: SDOG
The ALPS Sector Dividend Dogs ETF is seeing unusually high volume in afternoon trading Tuesday, with over 788,000 shares traded ...
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Three public companies tied to the SpaceX ecosystem the smart money is quietly positioning in ahead of the crowd Listen ...
Sterling and Data Centers: The Integrated Buildout Trade
Sterling Infrastructure, Inc. STRL has become a direct way to play the next leg of mission-critical construction. Management is leaning ...
Can Alibaba Stock Recover as Cloud & International Growth Accelerates?
Alibaba BABA is leaning on its cloud and overseas commerce engines to argue that better days lie ahead, but its ...
