AI
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Stock of the week: NVIDIA: The Best Company in the World?
There are companies that grow rapidly, companies that can increase the scale of their operations for years, and then there…
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Nvidia mesmerizes markets: is it too early to doubt the AI bull market?
Nvidia has done it again: delivered an exceptional quarter and issued very strong guidance. The shares rose after results that…
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Intel Raises the Stakes: $20 Billion for a Major Comeback
Just yesterday, we analyzed Intel’s decision to issue approximately $15 billion worth of new shares. At the time, the key…
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Stock of the Week – Arista Networks—A Second-Tier Technology with Top-Tier Results
The larger data centers become, the less important a single processor becomes, while the network connecting thousands of computing units…
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Google and Amazon Are “Drowning” in Debt. The AI Race Is Drastically Eroding Free Cash Flow
The global artificial intelligence (AI) ecosystem has entered the most capital-intensive phase in its history. On Thursday, Bloomberg reported that…
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Amazon’s massive AI bet is starting to pay off
The market has only just begun analyzing Amazon’s latest earnings report, but investors’ initial reaction clearly shows how positively the…
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France Challenges Palantir, Market Reacts.
France has decided that Palantir’s solutions, used among others by the French domestic intelligence service DGSI, will be replaced in…
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Chip Stocks Extend Selloff
US equity indices were mixed on Tuesday as chip producers extended their selloff, contrasting with relief on other sectors. The…
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ASML sell-out: Dreams and rumors will not break the monopoly
Shares of ASML, the largest and, according to many, the most important company in Europe, fell as much as 8%…
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AI trade loses momentum, as LVMH fails to impress
As we move through the week, an interesting dynamic is taking place. On the surface, stocks look good. Indices are…
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