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The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

February 15, 2026 by Admin
The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who …

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What I want from Apple, Meta and Microsoft in their key earnings reports

January 25, 2026 by Admin
What I want from Apple, Meta and Microsoft in their key earnings reports

I like the setup this week, especially for Big Tech, barring another intrusion by our intrusive president. Apologies to people who wish I would call his fits of pique more offensive. These injudicious, blunt-force tariffs do get undone almost as quickly as they are slapped on, thank heavens. How is …

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These 5 infrastructure stocks have more than tripled this year on the AI trade

December 24, 2025 by Admin
These 5 infrastructure stocks have more than tripled this year on the AI trade

Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, …

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Here are Monday’s biggest analyst calls: Nvidia, Tesla, Netflix, Wynn, GE Vernova, Wells Fargo, AT&T & more

July 7, 2025 by Admin
Here are Monday’s biggest analyst calls: Nvidia, Tesla, Netflix, Wynn, GE Vernova, Wells Fargo, AT&T & more

Here are Monday’s biggest calls on Wall Street: William Blair downgrades Tesla to market perform from outperform William Blair said it’s concerned about the effect on Tesla from the Big Beautiful bill passage. “The ‘Big, Beautiful Bill’ Might Be Too Much for Tesla Shares, Downgrading to Market Perform.” Read more …

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