When the tyranny of the “Magnificent Seven” ended, I always figured the money would go to the rest of tech. I also didn’t think that there would be anything left of the Mag 7 to invest in. They would all be obliterated as part of a source-of-funds move. Club name …
The AI industrial trade has regained its momentum following months of market volatility and fears of a slowdown in artificial intelligence spending. Our newest Club holding is outflanking its peers in the run higher. GE Vernova shares closed at an all-time high Tuesday for the sixth session in a row, …
A host of star stock pickers shared their best ideas at the prestigous 2025 Sohn Investment Conference in New York on Wednesday. The annual conference aims to raise funds for the Sohn Conference Foundation to contribute to medical research and is one of the most high-profile gatherings on Wall Street. …
Sprawling, power-thirsty data centers have become as much a staple of suburbia in some places as shopping malls and soccer fields. However, when Microsoft pulled the plug on planned data centers in Ohio last month, it added to questions about whether the nascent data center boom had already gone bust. A Wells …
Here are the biggest calls on Wall Street on Monday: Bernstein reiterates Nvidia & Broadcom at outperform Bernstein is bullish on both stocks in 2025. “Our top AI picks remain NVDA (still the best way to play AI and right at the start of a new product cycle), and AVGO …
As artificial intelligence fuels the boom in data center growth, investors are eyeing a new frontier: the companies keeping these digital powerhouses cool. nVent Electric , Vertiv and Modine Manufacturing have seen their stocks soar in 2024, buoyed by partnerships with tech giants investing billions in AI infrastructure. Despite the …
Before taping a Friday “Mad Money,” I always look at the week’s market performance just in case the percentages are noteworthy. They usually aren’t. But this week things were different, very different. The S & P 500 and the Nasdaq had their best weekly gains of 2024, gains that made up …