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Why strong earnings aren’t saving tech stocks

Tech leaders like Alphabet (GOOG) and AMD (AMD) are beating expectations and raising guidance… Yet, their stocks are getting absolutely smoked. Let's look at 3 forces dragging down AI tech trades right now… and where to look instead.

AI

The easy AI hyperscaler trade is over

For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.

Apple missing the AI boat

Did Apple miss the AI boat?

Apple (AAPL) has finally entered the AI race—but is it too little, too late? We break down AAPL's delayed strategy… whether it missed the M&A window… and what investors should watch in the near term.

How to profit from Trump’s sweeping nuclear EOs

Trump's executive orders aim to quadruple U.S. uranium demand by boosting nuclear production. The EOs—driven by soaring energy demand and a push for energy independence—are a major catalyst for uranium stocks. Here's how investors can profit.

AI

AI skeptics just got a reality check

The narrative around artificial intelligence has been shaky in recent months. But blockbuster earnings from Meta (META) and Microsoft (MSFT) prove that the AI growth story is alive and well. Let's dive into the numbers.

Chinese tech

DeepSeek: AI disruptor or Chinese propaganda?

China's DeepSeek claims to be a better, cheaper, more energy-efficient AI than ChatGPT-4. However, many industry experts are skeptical of these claims… Is it really the tech disruptor China claims? Here's what you need to know.

CES 2025 Gary Shapiro, CTA

6 of the biggest tech trends from CES 2025

From artificial intelligence to sustainable solutions to tokenization, this year's Consumer Electronics Show provided a glimpse into a smarter, greener future. Here are six major highlights from CES 2025—and why they matter.