AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One place this is already showing up is in memory. My colleague Eric Fry believes this…
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of our time, and why the biggest profits in the next phase of this boom may…
Profit From What AI Can’t Get Enough Of
My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking at AI the wrong way right now. I completely agree.
GDP Cut, Consumer Spending Slowing, Oil Drama in Hormuz
In this week’s Market Buzz, we discussed the latest revision to U.S. GDP, how the situation in the Strait of Hormuz is evolving and the recent slowdown in consumer spending – and why seasonal factors, like winter weather, may be…
Tesla Upgraded, Super Micro Computer Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and…
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