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Demand for electricity for artificial intelligence data centers are driving up shares of nuclear power firms Constellation Energy and Vistra...
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Tesla misses estimates for Q4 deliveries and sees the first year-over-year decline in deliveries for 2024...
Continue ReadingInternational Business Machines Corporation reaches a positive resolution with GlobalFoundries settling all legal disputes and paving the foundation for future collaboration...
Continue ReadingPre-Markets in the Green on Last Day of the Week...
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We came across a long thesis on Alphabet Inc (NASDAQ:GOOGL) on ValueInvestorsClub by natey1015. In this article we will summarize the bulls’ thesis on GOOGL. The company’s shares were trading at $157.46 when this thesis was published, vs. closing price of $189.43 on Jan 2nd. Alphabet Inc (NASDAQ:GOOGL) is the holding company that wholly owns […]...
Continue ReadingNvidia stock led the so-called “Magnificent 7” tech stocks higher to start the year after a group-wide selloff in the last days of 2024...
Continue ReadingA billion-dollar partnership reshaping procurement, supply chains, and investor expectations...
Continue ReadingSpeculation of an Amazon-Lyft acquisition ignites excitement, positioning Zoox as a serious threat to Tesla and Waymo...
Continue ReadingMETA released its latest model of Llama Large Language Model (LLM) and it has forced both Google and Amazon to rethink their LLM strategy. The new Llama 3.3 70B model outperforms Google’s Gemini 1.5 Pro and GPT-40 and Amazon’s Nova Pro on various benchmarks. Despite this outperformance, both Google and Amazon stocks showed little signs […]...
Continue ReadingRivian (RIVN) stock is rallying 19% this morning after the electric-vehicle maker reported that its fourth-quarter deliveries had exceeded the Street’s average estimate. Moreover, the automaker noted that a shortage of a part was no longer limiting its production capacity. Rivian’s higher-than-expected Q4 deliveries contrast favorably with those of Tesla (TSLA). Yesterday Elon Musk’s automaker […]...
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