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GOOGL MSFT

Tariffs Are Still Coming for the AI Boom

President Trump threw out what appeared to be a lifeline to tech companies Wednesday by suspending onerous tariffs that had sent their stocks spiraling downward. The uncertainty over trade barriers is still rattling Big Tech and the global economy. Trump’s reprieve pushed Nvidia’s stock above where it was before he imposed tariffs last week, but the trade war with China is escalating, not easing, and huge uncertainty remains...

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GOOGL

Sector Update: Tech Stocks Rally Late Afternoon

Tech stocks surged late Wednesday afternoon, with the Technology Select Sector SPDR Fund (XLK) jumpi...

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GOOGL

Alphabet’s Deal Of The Decade

Alphabet’s strong position in Paid Search and Online Video ads mitigates risks, making it better positioned than competitors. Learn more on GOOG stock here...

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GOOGL MSFT

OpenAI’s Breakthrough Is Terrible For Adobe

Despite headwinds, Adobe’s strong revenue growth and massive user base offer a foundation for pivoting into AI. Read more about ADBE stock here...

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AMZN GOOGL MSFT

Nvidia Just Got Too Cheap

Nvidia Corporation's margins dip amid Blackwell ramp costs, with customer concentration and geopolitical risks in focus. Read more about NVDA stock update...

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AAPL GOOGL MSFT TSLA

Nvidia: Tariffs Have Strengthened My Conviction (Rating Upgrade To Strong Buy)

Discover Scott Bessent's insights on re-shoring plans, market impacts, and AI-driven strategies and how they affect Nvidia Corporation. Click for my NVDA update...

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GOOGL

Update On VerticalScope; Downgraded To Sector Perform From Outperform, Target Cut To C$9 From $15 at National Bank

(Adds National Bank commentary in the second and third paragraphs) VerticalScope (FORA.TO) late o...

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AAPL GOOGL MSFT

JGRW: A New Growth ETF With Relative Low Volatility

JGRW is a low-volatility, tech-focused large-cap ETF with strong ROE criteria. Is it the right investment for your portfolio? Read more about the ETF here...

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GOOGL

Google launches new Ironwood chip to speed AI applications

Alphabet's on Wednesday unveiled its seventh-generation artificial intelligence chip named Ironwood, which the company said is designed to speed the performance of AI applications. The search giant's multi-billion dollar, roughly decade-long effort represents one of the few viable alternative chips to Nvidia's powerful AI processors. Google's tensor processing units (TPUs) can only be used by the company's own engineers or through its cloud service and have given its internal AI effort an edge over some rivals...

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GOOGL

Verizon says Google AI for customer service agents has led to sales jump

Verizon said an AI assistant for the company's customer service representatives built using Google models had cut down on call times and freed them up to sell products to customers, leading to a surge in sales. An AI assistant on their screen helps the customer service agents figure out the right answers to customers' queries. Verizon first started deploying the new AI features in July 2024, ramping them up to full scale in January...

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