We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Advanced Micro Devices Inc (NASDAQ:AMD) ranks #3 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $551,414,664 Advanced Micro Devices Inc (NASDAQ:AMD) does not need to beat Nvidia to be a winner. It can do very well simply by…
We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Palantir Technologies Inc. (NASDAQ:PLTR) ranks #2 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $574,470,332 Geopolitical conflicts, rising military budgets and the evolution of modern warfare back the bull case for Palantir Technologies Inc. (NASDAQ:PLTR). The company has…
Two things can be true at the same time. The Invesco QQQ Trust (QQQ) looks higher in the interim, but it’s scary awful beyond that. New highs are great, but when they come with ever-shrinking participation beyond the established winners (Magnificent 7, AI stocks), it is historically a sign that the party is in its…
Some people inherit mom’s dusty old china, or dad’s vintage stamp collection. People leave all sorts of odd things behind when they die, some of which have sentimental value but not much financial worth. But what if you come across a framed stock certificate? Does that fall into the category of collectible, or could it…
Arista Networks Inc. (NYSE:ANET) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer explained why the company’s stock declined, as he stated: Often, we miss these moves because it’s hard to pull the trigger on something when it’s down and out, which is exactly what…
Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought…
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted the company’s growth, as he commented: This morning on Squawk on the Street, I said something I kind of want to take back. I was being smarmy about Meta Platforms, saying…
Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. A caller asked whether the stock is a buy, sell, or hold. In response, Cramer said: I like it here. I see so many IPOs every morning that Carl mentions, and they’re…
Executives are increasingly citing AI as a reason for layoffs. Wall Street strategists say it may be too early to determine how much of it stems from genuine productivity gains versus the need to cut costs. “I think there’s some real displacement. I think you’re also seeing executives use this as a good scapegoat for…
Trump Media Reports $2.2B in Assets as Crypto Holdings Drive Q1 Loss Trump Media and Technology Group (NASDAQ: $DJT) reported first-quarter results, pointing to a larger financial asset base and positive operating cash flow. At the same time, a steep net loss showed how crypto exposure continues to shape the company’s earnings profile. The company, which…
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