Up 121% in 3 months, could this FTSE tech stock be the next big thing?
Jon Smith talks through a FTSE stock he's thinking about buying. It has a large target market in a growing sector and a great ...
Diginomica5h
Enterprise hits and misses - dissecting the DeepSeek market correction, while the early agentic enterprise use cases roll in
This week - early enterprise use cases for agentic AI are coming in. We also have a fresh take on the DeepSeek (and NVIDIA) market correction. Custom development needs another look, as does ERP ...
Money Morning22h
5 Stocks of the Week: Is BigBear.ai the next Palantir? What Investors Need to Know
In the fast-paced world of investing, staying ahead requires good ideas and timely decisions. This article highlights five ...
Stock market today: Wall Street takes Trump’s latest tariff threats in stride, and indexes rise
Wall Street is taking President Donald Trump’s latest threat on tariffs in stride, on the whole, and U.S. stocks are drifting ...
Nvidia Stock: Deep Capex Analysis Shows Compute Clusters As The AI Moat
Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...
NVIDIA's $600 Billion Sell-Off: A Buying Opportunity or the Start of AI Market Disruption?
Is the Nvidia stock sell-off a buying opportunity? Are DeepSeek claims a long-term concern for Nvidia's Ai dominance and share price?
Has DeepSeek impacted the appeal of Mag 7 stocks?
Is the promise of the AI-growth story enough to keep investors hooked on the Mag 7 or has DeepSeek impacted their appeal?
‘Very high risk, very volatile’: Why this fundie went nuclear
The Chinese AI upstart is the latest event to send uranium stocks sinking. But this long-time energy market guru says ...
The "Dean of Valuation" Says Nvidia Stock Could Plunge by 31%. Here's My Contrarian Take on Why DeepSeek Could Fuel It to New Highs, Instead.
Finance professor Aswath Damodaran just slapped a $78 price target on Nvidia stock -- implying over 30% downside from current levels.
Here's the worst case scenario for Nvidia stock
While cheap, powerful AI models are a great thing for companies looking to deploy AI, it's potentially terrible news for ...
Nasdaq 100 Slides as China’s Apple Probe and Google’s Earnings Miss Shake Market Sentiment
Apple drops 3% as China weighs App Store probe, while Google sinks 9% on weak earnings. Nvidia edges higher, but risks loom.
Diginomica3d
Jeffrey Emanuel and the lessons we should all learn from the $2 trillion DeepSeek AI market correction
Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...