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MSFT

Uncertainty Is High, And Markets Hate Uncertainty: Brace For Volatility

The Fed waits as inflation and recession risks rise. Find out why stagflation and DeepSeek innovation suggest a potential correction in the S&P500...

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AMZN GOOGL MSFT

Nvidia: AI-Related Demand A Source Of Growth And Sustaining Bargaining Power

We sold Nvidia in the first quarter and repurchased in the fourth quarter. Why did we sell and then add back? Click here to find out...

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MSFT

Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown

Discover how Meta Platforms and Microsoft are leveraging generative AI and customizable agents to drive their stock performance in 2025...

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AAPL IBM

Wall Street Breakfast Podcast: Oil Tariff Exclusion

Oil may be excluded from new tariffs, initial jobless claims unexpectedly retreat, and Nasdaq futures gain...

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AAPL

Apple: The China Revenue Decline That No One Realizes Is Bullish

Apple’s robust service growth offsets iPhone struggles. Read why AAPL stock’s premium valuation and technical strength make it an attractive buy...

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MSFT

Masayoshi Son Picks Odd Time To Bet Big On OpenAI

The SoftBank boss could throw another $25 billion into the artificial intelligence company, according to a Financial Times report on Thursday. Click to read...

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GOOGL

3 Reasons I Bought Google Before Earnings And So Should You

Google's near-term potential looks bright. Click here to read more on how AI can help improve the outlook for GOOGL stock...

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AAPL

Taiwan Semiconductor Manufacturing: AI Growth Play At A Reasonable Valuation

Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a compelling investment. Read more here...

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MSFT

Advertisers Hopeful For TikTok Reprieve While Bracing For U.S. Ban

Trump has said that he is looking for a TikTok deal in which US investors own at least a 50% stake in the platform. Read more here...

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GOOGL

The Quantum AI Bubble

The year 2024 concluded with the emergence of a new speculative bubble centered on AI. How has this played out? Click here to find out...

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