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Explore why rising CAPEX, weak cash flow flexibility, and valuation concerns challenge the bullish sentiment on Amazon (AMZN) stock...
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Strong AI momentum and design demand may lift CDNS' second-quarter results, with EPS and revenues both set to rise year over year...
Continue ReadingA good part of Tesla's future hinges on the autonomous vehicle narrative, but I see another opportunity quietly winning in the background...
Continue ReadingAlphabet's Q2 results showed strong revenue growth across segments, with Search maintaining double-digit growth despite concerns. Learn more on GOOGL stock here...
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Nasdaq's rally gains steam as tech giants like AMZN, META, V and MSFT show strong earnings momentum and AI tailwinds...
Continue ReadingSamsung Electronics is seeking other options outside of Alphabet's (GOOG, GOOGL) AI Assistant Gemini...
Continue ReadingSands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators focus on pioneering businesses worldwide that serve as key drivers or beneficiaries of significant long-term changes driven by technology. The fund returned 26.0% (net) in the second […]...
Continue Reading(Bloomberg) -- The head of Chicago’s biggest energy supplier has called for new rules to curb the impact of the artificial intelligence boom on consumers’ electricity bills. Most Read from BloombergTrump Awards $1.26 Billion Contract to Build Biggest Immigrant Detention Center in USThe High Costs of Trump’s ‘Big Beautiful’ New Car Loan DeductionCan This Bridge Ease the Troubled US-Canadian Relationship?Salt Lake City Turns Winter Olympic Bid Into Statewide Bond BoomTrump Administration Sues NYC...
Continue ReadingAlphabet Inc.'s Q2 earnings exceed expectations, fueled by AI-driven growth in Cloud and Search. Click for my updated look at GOOGL and why I'm still bullish...
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