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Forget AI: These 3 overlooked areas of the stock market have 'coiled spring' upside, JPMorgan says

JPMorgan expects earnings growth for the non-Magnificent 7 stocks in the S&P 500 to catch up by yea…

Jennifer Sor   


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5 mins read

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   


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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   


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Nvidia's investment in SoundHound sends shares of the AI voice company soaring 55%

Nvidia revealed a stake in the AI company in a new regulatory filing, as well as an investment in A…

Phil Rosen   


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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   


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Microsoft stock will surge 24% amid a 'tidal wave' of AI-monetization opportunities, Wedbush says

Microsoft shares could reach a record $550 amid "tidal wave" of AI monetization, Wedbush Securities…

Filip De Mott   


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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   


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3 mins read

CEOs make the message clear on AI's big payoff: Be patient

Right now, CEOs are betting big on AI, pouring vast amount of resources and money into the technolo…

Lloyd Lee   


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Mark Zuckerberg thinks AI is Meta's future. Not everyone is convinced.

Meta's plans to keep spending "aggressively" on AI research seems likely to test investors' patienc…

Beatrice Nolan   


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What productivity boom? AI will provide just a 1% GDP boost over the next decade, MIT economist says.

The forecast for minimal growth is a far cry from the likes of Goldman Sachs, which sees $7 trillio…

Filip De Mott   


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3 mins read

'AI demand train running at full speed': Here's what Wall Street expects from Nvidia's first-quarter earnings

"With H100 lead times falling and H200 and GB200 products now in the mix, Nvidia has more levers to…

Matthew Fox   


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'The real AI darling': This data-center stock has beaten Nvidia by 310% since last year's blockbuster earnings

The AI explosion isn't just about chips. Vertiv, which makes power and cooling equipment for data c…

Filip De Mott   


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Why Apple will be the big winner of AI's 2nd wave, according to 'Big Short' investor Steve Eisman

"I have the new phone. That phone is probably not going to be capable to do some of the apps that y…

Filip De Mott   


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Is Google pushing too hard at AI? After UBS, Bernstein thinks so too as it downgrades stock

Investment Research firm Bernstein Research has downgraded the Google Stock to neutral. On June 26,…

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5 mins read

AI to digitalisation and green energy: Supertrends defining investment for today and the future

The contours of the global economy are changing rapidly and are being shaped by factors like techno…

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3 mins read

Personal investment platform Upside AI raises $1.2 million in seed funding to help Indians make money

Indian investment management platform Upside has raised $1.2 million in a seed funding round …

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2 mins read

Goldman says we're still in phase 1 of AI's stock-market takeover. Here's how they expect phases 2 through 4 to play out.

There are many more companies beyond Nvidia that will see their stocks soar on the promise of AI, G…

Filip De Mott   


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Nvidia stock hits record high as tech earnings reinforce AI bullishness

Nvidia traded as high as $666 per share on Friday, with the stock buoyed by optimism over AI expres…

Yuheng Zhan   


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AI-focused tech giants are entering a 'virtuous cycle' of spending that will see their profits explode, BofA says

"Increased power usage and the physical build-out of data centers will lead to more demand for elec…

Matthew Fox   


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5 mins read

Wall Street is loving AI while Big Tech is warning employees about how they use it

In today's big story, we're looking at Wall Street's love affair with Nvidia (and AI) while Big Tec…

Dan DeFrancesco