Alphabet's (GOOG) AI chips are gaining traction—the first real challenge to Nvidia's (NVDA) dominance. Here's what this shift means for the AI trend… and which companies will benefit the most as the AI chip war escalates.
Will Alphabet (GOOG) dethrone Nvidia (NVDA) with its new chips? Plus, what Dell's (DELL) earnings prove about the AI trend… The best spinoff ever… Why is Bitcoin (BTC) in a freefall? … JPMorgan's (JPM) debanking mistake… And forecasts for 2026.
What Alphabet (GOOG) and Microsoft's (MSFT) record results say about AI's real ROI. Plus, why Powell spooked the market… Is Meta's (META) pullback a buying opportunity? … And a SCREAMING BUY in the healthcare sector.
Alphabet (GOOG) scored a victory in its monopoly case, but Apple (AAPL) was the real winner. Thanks to the ruling, Apple has a $25 billion annual tailwind… yet investors are overlooking it.
Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC).
Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back.
How the latest CPI data will impact the Fed's next move. Plus, is Alphabet (GOOG) breaking up? … An AI stock to avoid and one with huge upside… The Hims & Hers Health (HIMS) CEO's big sale… And crypto's surge.
These 11 stocks are poised to thrive under the Trump Administration—including tech, ecommerce, and banking giants… a stock with a nearly unlimited total addressable market… and two stocks that could easily double within two years.
Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he's short.
Investors are ignoring this critical AI play… How to profit from Trump's "big, beautiful bill"… Alphabet (GOOG) is raising the AI bar… Apple's (AAPL) costly Fortnite misstep... Can Sam Altman be trusted? … And why solar stocks are plunging.
Apple (AAPL) could drop Google Search—is Alphabet (GOOG) in trouble? Plus, don't count on rate cuts… Trump's tariff plan… 2 beaten-down stocks poised for a comeback… Investors should be piling into this sector… Buffett's retirement… And how to play crypto.
A lost decade for Disney (DIS) investors… An under-the-radar private equity crisis… GameStop's (GME) Bitcoin announcement is the tip of the iceberg… A handful of major crypto catalysts… Alphabet's (GOOG) AI win… And a word of caution on trading China.
On Tuesday, the DOJ indicated its concerns about Alphabet's (GOOG) monopoly status… and recommended breaking up the tech giant as an "antitrust remedy." What exactly would this mean for Google… and for investors?
