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An analysis compares AMD and Qualcomm, favoring AMD due to surging data center GPU sales, strong AI partnerships with Microsoft and OpenAI, and cleaner momentum despite a higher valuation multiple.
AMD-backed South Korean AI startup Upstage is considering a pre-IPO funding round ahead of a potential listing. Upstage reported running its Solar Pro model on AMD GPUs, processing over 100 billion t…
Berkshire Hathaway CEO Greg Abel highlighted the firm's AI exposure via data center power supply and a nearly $36 billion stake in Alphabet, including a $10 billion purchase this spring. Abel also re…
NewEdge Wealth portfolio manager Jay Peters reiterated a bullish outlook on NVIDIA and Broadcom, citing strong cash flows, 19-20x forward earnings valuations, and projected 30% hyperscaler capex grow…
AI is increasingly reshaping retirement through elderly companionship, medical diagnostics via chatbots like Google Gemini, and caregiving robotics. While AI tech integration offers long-term growth,…
Apple remains Berkshire Hathaway's largest public holding despite trimming. Analysts highlight Apple's durable ecosystem, aggressive share buybacks, and low dividend payout ratio of 12% as key driver…
Berkshire Hathaway CEO Greg Abel highlighted the conglomerate's $35 billion stake in Alphabet, ranking it among its top equity holdings. Abel reaffirmed Berkshire's confidence in Alphabet's artificia…
Despite historical September market weakness, Nvidia and Amazon present strong buying opportunities driven by accelerating AI demand. Nvidia expects robust forward revenue growth, while Amazon benefi…
SOXX ETF outperforms SMH due to diversified asset allocation among top chipmakers rather than heavy single-stock concentration. While SMH relies heavily on Nvidia, SOXX spreads capital across AMD, Br…
Loomis Sayles Global Growth Fund praised Arm Holdings as a leading contributor in Q2 2026, highlighting its microprocessor IP dominance and long-term growth across mobile, cloud, automotive, and data…
Nvidia partnered with top financial institutions including BlackRock and Goldman Sachs to mobilize $500 billion for AI infrastructure. By securitizing compute assets, Nvidia expands its customer base…
Berkshire Hathaway broke a 14-quarter net-selling streak by purchasing 48.1 million Alphabet shares worth $37.8 billion. The massive bet vaults Alphabet to Berkshire's third-largest position at 10.2%…
Nvidia is positioned for a potential 30% rally heading into 2027, driven by low forward valuation multiples, dominant AI hardware market share, and upcoming Vera Rubin chip architecture launches alon…
Cathie Wood's ARK Invest bought TSMC and SpaceX shares while trimming Amazon, Alphabet, and Shopify, and increased Nvidia holdings, signaling continued conviction in AI and space technology sectors.
Article highlights semiconductor sector's strong 6-month rally (+50.2%) driven by AI/data demand, but flags NXPI and OLED as weak picks due to soft growth, favoring Applied Materials for its efficien…
Article argues Microsoft is a Buffett-style investment Berkshire avoided due to conflict-of-interest concerns with Bill Gates. Under new CEO Greg Abel, those constraints have eased, and MSFT's strong…
Citadel's Ken Griffin cautions investors to scrutinize AI claims by companies, noting many productivity gains stem from basic tech rather than true AI. He stresses distinguishing genuine AI exposure …