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Semiconductor Stocks Q4 Overview: AI Gains Heat Up

More than a dozen semiconductor stocks outperform the Nasdaq in 2024 with AI fueling optimism in the sector. We take a look at the top chip stocks in Q4 in this analysis.

China , Blackwell-gpus , Colette-kress , Liam-griffin , Navitas-semiconductor , Broadcom , Camtek , Top-semiconductor-companies , Lam-research , Io-fund , Cirrus-logic , Qualcomm

The Magnificent 7 Are Falling Like Dominos; Only 3 Remain

The Magnificent 7 have now become the Magnificent 3: NVDA, META, and AMZN. We look at risks to the market's rally with this narrow leadership.

Knox-ridley , Io-fund-portfolio , Exxon , Unitedhealth-group , Jp-morgan , Nvidia , Google , Microsoft , Visa , Io-fund-portfolio-knox-ridley , Io-fund , Io-fund-equity-analyst-damien-robbins

Opinion: Super Micro's stock price may already fully reflect the AI boom — but still has legs

Shares of Super Micro Computer Inc., the once little-known server maker that has rocketed higher over the past year, may already fully reflect the company’s...

Taiwan , Taiwanese , Bernstein-stacy-rasgon , Aaron-rakers , Kuba-stolarski , Charles-liang , Hans-mosesmann , Beth-kindig , Sun-microsystems-or-cisco-systems-inc , Bernstein-research , Dell-technologies-inc , Devices-inc

Nvidia Stock Gained $1.5 Trillion To Surpass The FAANGs

We look at why Nvidia has been able to surpass every FAANG except Apple, and why it’s inevitable that it becomes the world's most valuable company in the next 2.5 years.

China , Lisa-su , Jensen-huang , Microsoft , Software-opportunity , Io-fund , Oracle , Netflix , Nvidia , Nvidia-data-center , Google , Why-nvidia-will-surpass-apple

Palantir Stock Surges From Artificial Intelligence Platform

Palantir’s stock surged after Q4 earnings confirmed an acceleration in its US commercial business, driven by its AI platform. This is the major story for 2024 and 2025.

Ryan-taylor , Premium-services , Io-fund , Io-fund-equity-analyst-damien-robbins , Artificial-intelligence-platform , Net-retention , Risk-despite-strong-improvement , Palantir , Aip , Palantir-stock , Pltr-stock , Pltr

Coinbase, Robinhood: Examining The Impact Of Spot Bitcoin ETFs

The spot BTC ETF approval is expected to be one of Bitcoin’s most bullish moments. However, for Coinbase and Robinhood, the ETF approval serves as a double-edged sword.

Emilie-choi , Bitcoin-etfs , Io-fund , Blackrock , Volumes-have-declined-significantly , Shares-bitcoin-trust , Fee-benefits , Shares-bitcoin , Coinbase , Bitcoin , Btc-etfs , Coin-stock

Tesla Q4 Earnings Preview: Margins Likely To Slip Again

Tesla’s Q4 earnings are on tap after the market close on January 24. We look at what Tesla investors need to know for Q4, as well as a few red flags for Q1 and Q2.

China , Elon-musk , Vaibhav-taneja , Energy-storage , Io-fund , Honda , Modely-long-range , Margin-remains , Key-item , Margin-may-be-approaching , Term-focus , Tesla

Social Media Stocks: One Metric Shows Meta's Clear Leadership

In this analysis, we dig into one key metric that shows Meta’s clear leadership in the social media space that sets it apart from Snapchat and Pinterest.

United-states , America , Meta-pinterest , Instagram , Pinterest , Io-fund , Facebook , Pricing-remains , Growth-still , North-america , Social-media-stocks , Meta-stock

Five Top Stocks Of 2023: Year In Review

We review five top tech stocks of 2023, such as Nvidia and Palantir, to identify what tech stocks might perform well in 2024 and what trends alongside AI are seeing high levels of investor interest.

Jensen-haung , Io-fund , Palo-alto-networks , Nvidia , Nasdaq , Palo-alto , Gen-security , Artificial-intelligence-platform , Ai , Generative-ai , Meta , Palantir

Ad Spending Growth To Accelerate In 2024

2024 is widely expected to see an acceleration in ad spending. Retail media is expected to see 23% growth. CTV ads are expected to be the strongest ... READ MORE

Canada , United-states , Phillip-schindler , Jeff-green , Walmart , Youtube , Facebook , Netflix , Google , Disney , Pinterest , Instagram