Are the ‘MANGOS’ Stocks Already Turning Soft?
Are the MANGOS stocks—Meta, Anthropic, Nvidia, Google, Oracle, Salesforce—losing their edge? We break down the AI trade’s recent wobbles, signs of overvaluation, and what investors should watch next.
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ETF Zoo: Mid-Year Check-In on the AI Trade That Won’t Quit
Mid-year check-in on AI ETFs: inflows hit $45B, QQQ up 17%, SMH up 28%. Analyst Marcus Webb breaks down winners, risks, and the infrastructure play driving the AI trade that won’t quit.
AI-RAN Race: Amdocs, Supermicro, NVIDIA Just Proved It Works
Amdocs, Supermicro, and NVIDIA validate an AI-RAN blueprint with 40% TCO reduction and sub-5ms latency. What this means for telecom and investors.
Singapore Seizes $42M Mansion Over Nvidia Chip Smuggling
Singapore seizes a $42 million mansion linked to a probe into Nvidia AI chip smuggling to China. Inside the black market for semiconductors and what it means for investors.
Is NVDA Still a Billionaire Favorite? The Numbers Say Yes – With a Twist
Is NVIDIA still a top semiconductor stock pick for billionaires? Analysis of Q1 2024 13F filings, valuation, risks, and alternative AI plays.
Tech Stocks Tumble on Fears AI Spending Has Peaked
Tech stocks tumbled as fears grow over unsustainable AI spending. Nvidia, Microsoft, and AMD lead the sell-off. Is the AI boom cooling?
Nvidia, Micron, AMD Lead Tech Sell-Off as AI Trade Cools
Nvidia, Micron, AMD lead a sharp tech sell-off as AI trade cools amid rate fears, profit-taking, and monetization doubts. Expert analysis and what’s next.
AI Stocks In A Bubble? Comparisons To 1999 Appear. What Strategists Say.
AI stock valuations are sparking comparisons to the 1999 dot-com bubble. Strategists warn of narrow leadership, extreme multiples, and potential triggers. What investors should do now.
Nasdaq, S&P 500 Futures Plunge as Chip Rout Sparks AI Reality Check
Nasdaq and S&P 500 futures plunge as a global chip sell-off, led by ASML’s order miss, sparks doubts about AI demand. Nvidia, AMD tumble. Analysis and portfolio implications.
NVIDIA CEO Flags Multi-Year Memory Shortage: Micron, SanDisk Win
NVIDIA CEO Jensen Huang says the memory chip shortage will last several years. Micron and SanDisk investors see big gains as AI demand drives structural scarcity.
Bitcoin Sinks Below $66K as Nvidia Soars and Maxis Cash Out
Bitcoin lost the $66,000 level while Nvidia hit record highs. Early adopters are selling. Here’s why the crypto-AI rotation matters for your portfolio.