Alphabet Inc.'s GCP, YouTube, and Android growth make it a strong long-term investment. Click to read more on why GOOGL stock remains a compelling opportunity...
Continue ReadingVictor Dergunov, The Financial Prophet, on very interesting market dynamics and stellar tech moves...
Continue ReadingMetaâs core ad business remains dominant, and its AI and messaging ambitions are bold, but these bring higher expectations and new risks. Learn more on META stock here...
Continue ReadingGoogle is signing a first-of-its-kind framework deal for hydropower with Brookfield Renewable. The deal will provide the technology company with stable and clean power for its operations. The agreement will enable Brookfield to lock in sales of hydropower and unlock the value of those assets...
Continue ReadingTop performance contributors for the first quarter include Taiwan Semiconductor Manufacturing, Meta Platforms, Microsoft, Booking Holdings and Alphabet...
Continue ReadingYou can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Everyone wants in on AI, but few understand what is really driving the trade. In this episode of Trader Talk, Kenny Polcari sits down with William Lee, investor at SuRo Capital, to unpack the infrastructure powering the AI boom. From Nvidia's (NVDA) dominance to Microsoft's (MSFT) and Google's (GOOG, GOOGL) strategic positioning, Lee explains why these giants are still central to the AI story. The conversation also highlights emerging players like CoreWeave (CRWV) and Vast Data and why capital efficiency, not hype, will separate the winners from the noise. For investors chasing the next wave of innovation, this episode breaks down where the real opportunity lies. Watch more episodes of Trader Talk here. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future. This post was written by Langston Sessoms...
Continue ReadingCarvana's valuation is in the stratosphere, and the company needs to hit its optimistic long-term targets. IonQ is battling larger companies like IBM and Alphabet in an industry that could still be many years away from commercial viability. Two prime examples are Carvana (NYSE: CVNA) and IonQ (NYSE: IONQ)...
Continue ReadingThe artificial intelligence (AI) revolution's insatiable energy appetite is forcing tech giants to embrace nuclear power as the only scalable clean energy solution. Countries are already planning special economic zones with dedicated nuclear reactors for data centers, creating unprecedented uranium demand. The artificial intelligence (AI) boom has a dirty little secret: The technology is an energy hog of epic proportions...
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