Noticias del mercado

Nvidia was just the beginning — Here are AI’s next big winners

Nvidia was only the beginning of the AI boom, and Sylvia Jablonski argues that September’s volatility could unlock the next big winners. With hyperscalers still spending aggressively and AI infrastructure expanding, the real upside may come from the overlooked trades — memory, photonics, and the ...

The 3 Best Artificial Intelligence (AI) Stocks for September

Nvidia, Amazon, and Micron still look like genius buys.

Fervo Energy (FRVO) Bags New Power Deal, Soars 28%; Hedge Fund Interest Climbs

Fervo Energy (NASDAQ:FRVO) soared by 28.41 percent on Tuesday to close at $19.75 apiece after bagging home a new power purchase agreement (PPA) with Google to support the development of its data center facility in Utah. Under the agreement, the energy company will deliver 396 megawatts of power to Google from its Cape Station project […]

Apple: Cook Avoided The AI Trap, Ternus Should Too

Apple's new CEO, John Ternus, has inherited an AI strategy that Tim Cook built around restraint. Read more on AAPL stock here.

Netflix (NFLX) Unveils New Partnership, Is It Still Below Fair Value?

Netflix (NFLX) is back in the spotlight after unveiling “The Gentlemen’s Serve,” a multi-country partnership with Stella Artois tied to the second season of Guy Ritchie’s series The Gentlemen. Netflix’s latest brand tie up lands as the stock trades at US$80.81, with a 30 day share price return of 12.69% but a year to date share price decline of 11.19%, while the 1 year total shareholder return is down 33.44% despite an 80.11% gain over three years. This suggests that long term momentum...

S&P 500, Dow, Nasdaq Futures Flat After Indices End Lower On US-Iran Stalemate — DELL, PANW, FRVO, AAPL, TTWO In Focus

The ‌U.S. military on Tuesday said it began striking Islamic Revolutionary Guard Corps (IRGC) targets in ⁠Iran.

John Ternus takes over as Apple enters era of AI, foldable phones

John Ternus took over as Apple's chief executive on Tuesday, inheriting a company that towers over the smartphone market but trails its rivals in artificial intelligence.He becomes executive chairman of Apple's board, with a mandate the company has said includes engaging policymakers around the world.

Not Nvidia. Not OpenAI. This Artificial Intelligence (AI) Stock Will Be the Ultimate Winner.

Alphabet is involved in nearly every part of the AI boom.

Alphabet (GOOGL) Becomes Berkshire’s Third Largest Holding, Is It Fully Priced?

Alphabet (GOOGL) is back in focus after Berkshire Hathaway, now led by CEO Greg Abel, reshaped its portfolio by trimming Bank of America and making Alphabet its third largest holding. Alphabet’s share price has eased over the past month, with a 30 day share price return of down 5.93% and a 90 day share price return of down 6.68%. This comes even as the one year total shareholder return of 58.97% and three year total shareholder return of 148.94% point to strong longer term momentum that now...