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Berkshire Hathaway now has three of the leading AI stocks in its portfolio...
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Watch the Video I began the conversation with Lee by noting how rarely investors stop to consider how dramatically the upper ranks of the stock market have changed. When we looked back twenty five years, the list of dominant companies in the S&P 500 was almost unrecognizable compared with today. What the Top of the ... The Great S&P 500 Shakeup Leaves Microsoft and Oracle the Last Giants Standing...
Continue ReadingDiscover why Apple Inc.'s slowing growth and high valuation prompt a Hold rating despite strong earnings. Click for my AAPL stock update...
Continue ReadingThe pharmaceutical giant Eli Lilly's stock has been riding the skyrocketing demand for its weight loss injection Zepbound and diabetes treatment Mounjaro...
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Discover why NVIDIAâs record growth, strong AI partnerships, and attractive valuation make NVDA a standout investment...
Continue ReadingNvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own...
Continue ReadingNvidia’s blowout earnings Wednesday affirmed its place as the world’s most valuable company, thanks to “off the charts” sales of GPUs that excel at AI workloads. But as inference needs outpace training, a smaller, cheaper AI chip is gaining ground. Custom ASICs are now being designed by all the major hyperscalers. Google led the way with its TPU, followed by Amazon, Meta, Microsoft and now OpenAI with Broadcom. CNBC talked to experts and insiders at the Big Tech companies making these AI chips...
Continue ReadingApple Inc. (AAPL) remains a defensive mega-cap pick amid macroeconomic risks, despite underperforming some peers and offering modest growth prospects...
Continue ReadingOpenAI and Taiwan electronics giant Foxconn have agreed to a partnership to design and manufacture key equipment for artificial intelligence data centers in the U.S. as part of ambitious plans to fortify American AI infrastructure. Foxconn, which makes AI servers for Nvidia and assembles Apple products including the iPhone, will be co-designing and developing AI data center racks with OpenAI under the agreement, the companies said in separate statements on Thursday and Friday...
Continue ReadingTAIPEI (Reuters) -Foxconn Chairman Young Liu said on Friday the company now had the capability to manufacture 1,000 artificial intelligence racks per week, and it expected that rate to increase next year. Liu made the comments at the contract electronics manufacturer's tech day, which was attended by Foxconn's partners and clients including Nvidia and OpenAI. Foxconn's founder, Terry Gou, also made an appearance...
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