Beth Kindig, CEO and lead tech analyst for the I/O Fund said in a blog post that Big Tech was on track to spend at least $236 billion in capital expenditure in 2024, which represents year-over-year ...

Stanley Druckenmiller’s decision to sell over 200,000 shares of Nvidia may seem surprising given the stock’s AI-fueled surge. While some have speculated it was a matter of the legendary investor ...

For this article, we selected AI stocks by reviewing news articles, stock analysis ... On January 24, lead tech analyst at I/O Fund, Beth Kindig suggested that Amazon’s in-house AI chip ...

In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other ... “The president loves the stock market; he always loves to send signals that ...

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 13% in the morning ... down 16.9% from previous close. The stock market overreacts to news, and big price drops can present ...

I first wrote about Nvidia Corporation (NASDAQ:NVDA) stock here on Seeking Alpha in late February 2024 with a “Hold” rating. I warned investors that they should watch out for the industry's ...

Investors should be extremely cautious here as the NVDA stock and AI valuation facade shows cracks. Well, folks, it appears the AI wave (or at least the stock market component) has finally met its ...