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OpenAI backer Vinod Khosla on why all the executive departures may be a good thing, taking on Elon Musk, and fixing AI's image problem
Vinod Khosla is concerned there is too much doom and gloom about AI from "Luddites" and says we are…
Ben Bergman
Why an AI stock that's up 764% over the past year has another 18% upside, according to JPMorgan
"We believe investors should own the AI Server theme given the rapid expansion of the overall marke…
Matthew Fox
AI won't replace human workers, but 'people that use it will replace people that don't,' AI expert Andrew Ng says
Andrew Ng, the founder of Google Brain and a professor at Stanford University, is optimistic about …
Lakshmi Varanasi
An under-the-radar industrial stock is a safe way to bet on the AI boom, Bank of America says
Johnson Controls will generate about $4 billion in revenue from data centers this year, which inclu…
Matthew Fox
In an oversaturated market for AI companies, these startups have the best shot at surviving
As differentiated as AI startups try to be, the market has undeniably become crowded.
Dan DeFrancesco
Nvidia stock is on track to double in coming years as AI follows the path of past tech bubbles, portfolio manager says
Nvidia has slid in recent weeks as investors question whether its blistering rally can continue. A …
Jennifer Sor
'An underpriced risk': Wall Street is upbeat but cautious on Nvidia earnings amid chip delays and soaring AI hype
Wall Street analysts see Nvidia earnings beating consensus estimates, though there are worries over…
Filip De Mott
Nvidia stock has 10% more upside this year after blockbuster earnings show AI dominance has room to run, Wedbush says
Wedbush raised its 12-month price forecast of Nvidia to $850 from $800, with the firm "stepping on …
Aruni Soni
AI is ushering in a new era of personalized marketing
In a survey, 51% of marketing professionals said they used generative AI. The technology's adoption…
Matthew S. Smith
Mizuho bumps up Nvidia stock forecast, says earnings this month will be the next big AI catalyst
Mizuho expects Nvidia to generate nearly $200 billion in revenue in 2027, which would be more than …
Matthew Fox
4 reasons why the S&P 500 has another 5% upside this year, UBS says
Disinflation, Fed rate cuts, broader earnings, and continued AI investment will support a stock ral…
Filip De Mott
Nvidia stock has 258% upside as its 'impenetrable moat' will propel it to a $10 trillion valuation by 2030, tech analyst says
"The CUDA platform is what AI engineers are learning in order to program GPUs, so that helps lock t…
Matthew Fox
Apple is a 'hidden AI play' because its products will be central hubs for AI apps, 'Big Short' investor Steve Eisman says
"I know for sure that when all those apps come on, I'll need a new phone, and I'll need a new iPad,…
Filip De Mott
AI and robotics are the keys that will drive Tesla to a $1 trillion valuation, Wedbush says
Tesla stock could see a rebound as soon as the second half of this year, according to Wedbush analy…
Jennifer Sor
Apple's earnings power is once again being overlooked by investors, positioning the stock for 28% upside, BofA says
In 2018, Wall Street estimated Apple would see profit margins of about 39% in 2023. Margins were in…
Matthew Fox
Amazon stock has 17% upside as earnings reveal a 'new era' of profits for the tech titan, Bank of America says
Amazon reported earnings this week that beat Wall Street estimates, and BofA says there's more grow…
Yuheng Zhan
2 reasons Apple's stock still has 25% upside despite struggling to start 2024, according to JPMorgan
JPMorgan holds a $210 price target on Apple, expecting iPhone volumes to accelerate in 2026 thanks …
Filip De Mott
BlackRock says inflation could be an unwelcome side effect of the AI-driven productivity boom
"This capex boom and draw on resources could create bottlenecks, meaning AI will likely be inflatio…
Filip De Mott
Stock market today: US stocks close mixed but gain for the week as the AI trade stumbles
Investors are closely monitoring new economic data, as murmurs grow of a potential interest rate cu…
Matthew Fox
Don't sweat Nvidia's recent sell-off as the stock still has 26% upside, Bank of America says
BofA notes that the latest rout is the ninth time the stock has fallen more than 10% since ChatGPT …