Wall Street got off to a rough start this week as traders grew cautious ahead of Nvidia's (NVDA) qua...
Continue ReadingBarron’s identified 17 stocks that can benefit from nuclear trends. “Interest in nuclear power is growing, especially as load growth stress-tests traditional gas generation supply chains and more so as net zero goals require hyperscalers and data centers to move to net zero carbon sources,” wrote Mizuho analyst Maheep Mandloi in a Monday report. Enter nuclear power...
Continue ReadingCisco's stock has been basically flat since the peak of the dot-com bubble. Meanwhile, the S&P 500 is up about 350%...
Continue ReadingThe Ivy League school invested more than 20% of its U.S.-listed public equity holdings in a crypto ETF...
Continue ReadingRead here for an analysis of Gabelli Fundsâ Q3 2025 portfolio moves, including top holdings, stake increases, profit-taking, and disciplined diversification...
Continue ReadingSkeptics have questioned whether tech companies are expensing the cost of their GPUs over too long a period. That would tend to boost earnings...
Continue ReadingThe Dow is down 424 points or 0.9% in the early afternoon, under pressure from its heaviest hitting stocks. Shares of Goldman Sachs were down 1.6%. Microsoft, the third highest weighted stock, was down 0.7%...
Continue ReadingBecause artificial intelligence (AI) demand is growing so rapidly, and data centers are such power-hungry operations, the one thing that will slow AI’s rapid ascent is energy supply. The surge in AI applications requires vast computational power, with data centers consuming electricity equivalent to small cities and projected to increase demand tenfold by 2030. This ... The 1 Thing That Can Slow AI’s Growth — And 3 Stocks That Will Profit From It...
Continue ReadingAzure's 40% surge helps fuel a bullish new call on the software giant...
Continue ReadingBlue Origin's Dave Limp says AI's energy crunch will push the world's biggest compute clusters off Earth and into space...
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