Browsing: AI stocks
Arm Holdings is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia…
The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially,…
We are no strangers to Palantir’s story, saying as far back as September 2020 prior to Palantir’s public offering that…
Recent Q1 earnings releases from Microsoft, Amazon, Alphabet and Meta reaffirmed that AI spending is continuing to increase through 2024…
The Magnificent 7, defined as Apple, Alphabet, Amazon, Meta, Microsoft, Nvidia and Tesla, have seen a “magnificent” run fueled by…
Big Tech’s participation in the market’s push to all-time highs is becoming increasingly narrow, with Nvidia, Meta, Microsoft and Amazon…