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Microsoft Corporation's strong AI investments, OpenAI partnership, and 31% stock upside make it a Buy. Click for my updated look at MSFT stock...
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The market's recent slide is the buying opportunity you've needed for these leading AI stocks...
Continue ReadingDow Jones Futures Tumble 600 Points After Surprise Inflation Report; Nvidia, Tesla Sell Off...
Continue ReadingThis fund manager isn’t big on ‘Mag 7’ tech stocks. But he likes these ‘Mag 2.’...
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Nvidia Corporation's valuation reset aligns with structural risks, but its tech moat creates a favorable risk-reward profile. Click for our updated look at NVDA...
Continue ReadingMicrosoft trades at $383.71 per share and has stayed right on track with the overall market, losing 7.7% over the last six months while the S&P 500 is down 7.7%. This may have investors wondering how to approach the situation...
Continue ReadingAlphabet Inc's Google unit is partnering with the largest electrical grid operator in North America, PJM Interconnection, to roll out artificial intelligence technologies aimed at getting new power supplies connected faster, the company said on Thursday. Electricity demand has been rising as Big Tech builds more data centers to train and deploy artificial intelligence. "The industry has been talking about building smarter grids for well over a decade, and now with AI, we have a real opportunity to turn discussion into action," Amanda Peterson Corio, Google's data center energy lead, said at a press conference...
Continue Reading(Bloomberg) -- Supply Lines is a daily newsletter that tracks global trade. Sign up here.US President Donald Trump may have announced a delay in some of his tariff plans, but the first signs of an economically-damaging slowdown in global trade are already emerging as companies around the world hit their own pause button on orders and he continues to escalate his trade war with China. Trump announced Wednesday that he would increase import duties on Chinese goods to 125% while also announcing a 9...
Continue ReadingTesla's well-diversified manufacturing footprint and solid profitability is well-positioned to navigate the tariff headwinds. See why I remain bullish on TSLA...
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