NVIDIA Proved the AI Boom Is Far From Over
The "peak AI" crowd still has the story wrong. In today's Market 360, Louis reveals why Nvidia remains one of the great companies of our time. And why the biggest profits in the next phase of the AI boom may not go where most investors expect.
Special Report
The $MU numbers are fantastic for a number of reasons but this is my biggest takeaway:
Based on the results, it is clear that memory is no longer a co...
Drone stocks are ripping.
$SWMR IPO'd and rallied 700%. That level of first-day demand signals something bigger than typical new-issue enthusiasm.
Con...
In past tech waves, hardware bottlenecks forced software to optimize. Or software bottlenecks forced hardware to carry the load.
The AI wave is differ...