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Gabelli's Equity Income Fund Q2 letter highlights strong equity gains led by technology and AI investments. Despite rising inflation and interest rate concerns, robust corporate fundamentals and soli…
Eagle Capital highlights sustained long-term growth across major hyperscalers including Amazon, driven by robust cloud adoption and AI infrastructure spending, forecasting 15-20% annual EPS expansion.
Lenovo's blowout AI server pipeline (+157% QoQ) sparked a rally in SMCI, DELL, HPE, HPQ, validating robust AI infrastructure demand. Super Micro's FY27 guidance of $72B crushed estimates, though cash…
Soft U.S. PPI data cooled Fed rate hike bets, lifting tech stocks and pushing S&P 500 to a record high. Oil fell on rising inventories and weaker demand outlook despite U.S.-Iran tensions. Dollar wea…
TCW's Q2 2026 letter highlights CrowdStrike's strong results (NNARR +32% YoY, FCF +67%) and raised guidance, easing fears of AI/LLM disruption to cybersecurity. Broader market rallied on AI capex-dri…
Oil climbs on Iran's hardline demands over Hormuz Strait. Intel raises $15B for AI, shares dip on dilution fears. Meta unveils open-source AI model amid cost concerns. JPMorgan lifts S&P 500 target t…
Elon Musk highlighted memory chips as AI's biggest bottleneck, boosting outlooks for Micron and Sandisk amid surging demand outpacing supply. Rising memory costs could pressure AI hardware margins br…
J.P. Morgan raised its S&P 500 year-end target to 8,000 from 7,800, citing strong earnings, AI-driven cloud growth at Google, Amazon and Microsoft, and rising EPS forecasts for 2026-2027.
Societe Generale reaffirms S&P 500 target of 8,000, citing broad-based earnings beats, record margins, favorable analyst revisions, and accelerating AI capex from hyperscalers, favoring equal-weight …
Bitdeer signed a $4.7B, 16-year AI data centre lease in Norway using Nvidia chips and Dell systems, expanding beyond Bitcoin mining into AI infrastructure with steady long-term revenue potential.
Societe Generale forecasts S&P 500 reaching 8,000 as earnings strength broadens beyond tech, citing record margins, strong upgrades, and accelerating AI-driven hyperscaler capex and backlog growth.
CoreWeave expands AI cloud infrastructure into Indonesia with three new data centers, adding 360MW of power. Highlights continued surge in AI compute demand globally, benefiting chip suppliers and cl…
BofA sees semiconductor sector as attractively valued after an 18% SOX underperformance, citing strong fundamentals and a $250B WFE spending forecast by 2028. Broadcom's Samsung foundry deal undersco…
Bristol Gate's Q2 2026 letter highlights new KLA Corp (KLAC) position, citing dominant semiconductor metrology market share, non-discretionary demand from rising chip complexity, and strong dividend …
L1 Capital increased its NVIDIA stake, calling it a top-5 holding, citing strong AI capex growth, doubling earnings expectations, and undervaluation despite market share concerns.
Tech giants Microsoft and Amazon are fueling a $600 billion AI infrastructure buildout by 2027, boosting demand in memory, energy, and data center sectors amid soaring AI CAPEX spending.
Cathie Wood forecasts a Reaganomics-style US macro regime enhancing the dollar and supporting bitcoin as a diversification tool amid falling inflation and strong AI-driven growth.