Piper Sandler names 5 software stocks cutting AI token costs
For most of the past two years, investors bought nearly every company tied to semiconductors, from…
Category
Economy
Anthropic spills the beans on reality of AI, jobs, and the economy
Peter McCrory spent 18 months reviewing Bureau of Labor Statistics data, occupation-level unemployment figures, and Anthropic’s…
Korea’s chipmakers prepare big U.S. deals in Silicon Valley
Samsung Electronics and SK Hynix are preparing to unveil major supply agreements with American technology companies…
Bank of America revamps AMD stock price target for 2026
For years, the AI chip conversation has had one dominant name and a long list of…
Nvidia stock is doing something it hasn’t done in years
Nvidia (NVDA) has spent the last three years as the loudest success story in the stock…
Morgan Stanley strongly resets GE Vernova stock target
GE Vernova (GEV) told investors on July 22 that it plans to build more gas turbines…
Wells Fargo doubles down on AMD stock after Anthropic deal
AMD has already had one of the best years of any stock in the market. Up…
Amazon stock slides as Prime Day data reveals shopper shift ahead of earnings
Amazon created Prime Day to reward its most loyal shoppers. More than a decade later, the…
Wall Street’s AI trade faces its biggest valuation test
Alphabet just reported the strongest quarter in Google Cloud’s history. Revenue came in at $119.8 billion,…
Peter Schiff sees something big in gold and silver
Every market has a job. The bond market’s job is to price what a dollar will…
ServiceNow’s quiet $1B cybersecurity boom
ServiceNow reported second-quarter results the evening of Wednesday, July 22, beating Wall Street’s expectations on revenue,…
The latest wave of Italian restaurants has come to NYC
With some of the city’s most iconic foods being pizza and the various dishes invented in…
Bank of America targets Nvidia’s next $170 billion growth engine
You’d expect Nvidia’s (NVDA) next big catalyst to come from familiar places: quicker GPUs, larger clusters,…
3 Tesla shareholders speak out after mixed Q2 earnings
It’s hard to get a handle on Tesla’s current position in the market after two asymmetrical…
Qualcomm deepens ties with major Apple rival
Qualcomm and Samsung expanded their chip partnership this week, putting Snapdragon silicon inside nearly every new…
Another airline cancels flights until August, offers some refunds
With any efforts to reach a ceasefire failing to hold, the volatile security situation set off…
Zuckerberg’s stock rebound made him world’s 5th richest at $222B
Six weeks ago, investors were openly questioning whether Meta Platforms‘ enormous spending on artificial intelligence would…
Bessent doubles down on short-term debt as rates turn
Anyone who has carried a balance on a credit card knows the part of debt that…