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Nvidia and Microsoft are knocking on the door of $4 trillion market caps. Nvidia deserves a lot of credit for being the backbone behind AI development. AI has added to Microsoft’s investment thesis rather than redefining it...
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I’m happy to hold my hands up and admit I’m a bit of a cheapskate. I earn £41,000 as a journalist in London, which isn’t a bad salary. But rent and bills wipe out half my monthly take-home pay, meaning I am always living hand to mouth...
Continue ReadingAmazon's AI and robotics investments could drive profitability growth. Discover how operating leverage and innovation position AMZN for a breakout...
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Amazon and Microsoft are the two largest cloud computing companies. Microsoft Azure has been growing more quickly, but a strained relationship with OpenAI leaves some questions. Amazon's AWS, meanwhile, has a vertical integration advantage...
Continue ReadingAlphabet's revenue and earnings growth are near the top compared to other "Magnificent Seven" stocks. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has been one of the most hated big tech stocks in the market over the past year. Despite posting consistently solid results, the market doesn't respect Alphabet's current business out of fear of what could happen to it...
Continue ReadingThe Magnificent Seven entered 2025 on a high note. Since then, the tune has meandered all over the place...
Continue ReadingTeslaâs high valuation, weak momentum, and media pressure limit near-term upside, despite strong fundamentals. Read why I downgrade TSLA stock to a hold...
Continue ReadingTesla hit a $1T market cap in 2021 amid soaring growth and optimism, but 2025 reveals a starkly different picture. Find out why TSLA stock is a strong sell...
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