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News
SpaceX Stock Drops 13%: Whitney Tilson Says It's 3x Overvalued
55+ min ago (637+ words) Image Credit: Associated Press SpaceX (SPCX), which I’ve long called the most overvalued large-cap stock of all time, reported earnings yesterday after the close… And even the greatest stock promoter of all time, CEO Elon Musk, couldn’t keep the shares…...
SpaceX Earnings: Here's Your Next Best Chance for a 50% Bounce
1+ hour, 42+ min ago (1113+ words) Image Credit: Associated Press SpaceX (SPCX) reported its first quarterly earnings as a public company on Tuesday. The headline numbers looked good: sales surged 92% in the quarter to $7.8 billion, while the company lost $541 million, a substantial improvement from the year-ago…...
Is the Fed About to Pop the AI Debt Bubble?
1+ hour, 24+ min ago (953+ words) Image Credit: Associated Press Soaring prices for computer memory chips, skyrocketing debt at hyperscalers, and price wars have been worrisome for investors in the artificial intelligence (“AI”) trade. You can add the Federal Reserve to that growing list of concerns,…...
7 Ways to Invest in Anthropic Before Its IPO
5+ day, 5+ hour ago (1017+ words) Image Credit: Associated Press Anthropic has quickly become one of the most highly anticipated initial public offerings (“IPOs”) ever. Although the company is still private, investors looking to buy shares have a handful of ways to do so before the…...
Here's Why Apple Is Sitting Out the AI Spending War – And It's Working
6+ day, 2+ hour ago (1026+ words) Image Credit: Associated Press After being the world’s most valuable company for big parts of the past decade, Apple reclaimed the title from chipmaker Nvidia, which has been dealing with significant investor concerns about how it’s helping to finance the…...
Meta's 'Clean Energy' Exit Signals a Big Surge in AI-Power Stocks
6+ day, 2+ hour ago (1620+ words) Image Credit: Associated Press Back in 2016, Meta Platforms (META) joined RE100, a renewable energy initiative formed by the United Kingdom-based Climate Group. Upon joining RE100 – which also counts Microsoft (MSFT), Google, and Apple (AAPL) among its more than 400 members – Meta pledged to…...
Bank of Elon: What X Money Means for SpaceX and PayPal
1+ week, 6+ hour ago (1010+ words) Elon Musk has taken one more step closer to building, as he puts it, “the central source of all monetary transactions.” Now comes the real test… Will what Luke Lango, the lead technology analyst at InvestorPlace, calls the “Bank of…...
Here's How Nvidia Is Rapidly Becoming the 'Central Bank of AI"
1+ week, 1+ day ago (1082+ words) Powerhouse chipmaker Nvidia (NVDA) is in talks to backstop $250 billion for OpenAI in the construction of the largest artificial intelligence (“AI”) data center ever announced. Nvidia’s financial guarantee would help the ChatGPT company lease a 10-gigawatt data center being developed…...
What AMD's $5 Billion Chip Deal With Anthropic Means for Investors
1+ week, 1+ day ago (1705+ words) A major deal between chip giant Advanced Micro Devices (AMD) and artificial-intelligence (“AI”) company Anthropic announced last Wednesday represents a clear strategic win for both companies. But it also puts a significant dent in the armor of chip bellwether Nvidia…...
3 Ways to Invest in the AI Data-Center Boom After Trump's Power Pledge
1+ week, 1+ day ago (1100+ words) Energy use at data centers used for artificial intelligence (“AI”) is surging, with stories sweeping the media about everyday families paying soaring utility bills as electricity prices rise. A “pledge” introduced in March by President Donald Trump and newly expanded…...