As Nvidia’s share price hits all-time highs amid talk of an AI bubble, Stephen Wright outlines three key risks investors need ...
Massive capital expenditures on artificial intelligence raise questions about profitability and sustainability, echoing dot-com bubble concerns. A stark contrast emerged in tech earnings this ...
Last night, Meta Platforms reported what I thought was an amazing set of numbers, beautiful in every way. Great user growth, ...
By the way, when Meta spends that money, you better believe that a ton of it goes to Nvidia. So talk about guilt by association.
Tesla (NASDAQ:TSLA) hit the gas in Q3 2025, delivering 497,099 EVs – a new record for the company. Sure, some buyers rushed ...
Hedge funds were forced to cover short positions as five of the Magnificent 7 reported earnings last week, according to the ...
Advertising trends remained healthy, with Q3 ad revenue growth strongest in Europe and Rest of World at +29% and +32% year-over-year, respectively. Impression growth of +14% and a 10% increase in ad ...
The US agreed to halve fentanyl-related tariffs on China, while Beijing pledged to suspend restrictions on rare-earth exports and resume purchases of American soybeans. Although the deal marks a ...
Big Tech is going all in on AI. Microsoft, Amazon, Google, and Meta poured billions into AI this year, and spending is set to rise again in 2026.
Google shows strong Q3 results, rising CapEx, growing AI potential, and competitive strength supporting long-term upside into ...
Meta Platforms is growing its revenue faster than almost every other "Magnificent Seven" company, yet its stock is the ...