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April 30, 2024
Alphabet re-ignited the stock market’s appetite for artificial intelligence and technology stocks. The advertising search giant posted Q1 results that included a small dividend and an aggressive stock buyback program. Alphabet’s Gemini AI is the ...
April 29, 2024
Alphabet re-ignited the stock market’s appetite for artificial intelligence and technology stocks. The advertising search giant posted Q1 results that included a small dividend and an aggressive stock buyback program. Alphabet’s Gemini AI is the ...
April 23, 2024
Without warning, Super Computer Micro (SMCI), which will post results this week, fell by over 20% last Friday. Confident bulls have no idea why the artificial intelligence super-computer supplier suddenly dropped. The stock likely priced in expectations ...
April 19, 2024
The sharp shakeout in the electric vehicle market threatens to spread to frothy sectors of the market. Tesla’s (TSLA) led the market lower. After that, the stock exchange delisted Fisker, which triggered a debt repayment requirement. Markets are ...
April 9, 2024
The S&P 500 (SPY) and Nasdaq’s (QQQ) weak performance last week will worry investors holding AI-related stocks. Valuations are wildly stretched for AMD (AMD), Nvidia (NVDA), and Super Computer Micro (SMCI). Markets justify their rise on expectations ...
March 27, 2024
After trading at all-time highs on expectations of the Federal Reserve cutting interest rates, markets need a push from the technology sector. Without a strong performance from the most heavily weighted magnificent seven stocks – including Apple (AAPL), ...
February 29, 2024
Investors who missed out on the massive artificial intelligence rally with Nvidia (NVDA) and Super Computer Micro (SMCI) are now chasing the wrong speculations. On Tuesday, SoundHound AI (SOUN) soared before settling up by 19%. BigBear.ai (BBAI) gained ...
February 21, 2024
The stock market’s bullishness unraveled last week and again yesterday. It punished companies that posted weak results. This morning, Teladoc (TDOC) is selling off after posting strong cash flow but quarterly losses. Teladoc plunged nearly 18% after ...