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240 results for aoi

Apple’s Real AI Strategy Is Hiding in Its Acquisition History

Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.

Microsoft Has the AI Backlog, But This Company Has the Returns

Let’s take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, I’ll share one company that is already…

A New Reality for the AI Trade

Microsoft eases AI fears… the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…

The AI Boom’s Next 2 Winners May Surprise You

Rob and I discussed the recent semiconductor rout, Wednesday’s capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…

More Traders Predict a Fed Hike. Don’t Bet On It

Kashkari goes full hawk… the ADP jobs report comes in soft… the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…

Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now

AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…

Why Giving Winning Stocks Too Much “Playing Time” Can Cost You

The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.

Warsh Won’t Give Wall Street a Roadmap. Is a Rate Hike Coming Anyway?

Let’s look at what this week’s inflation report really told us, what Warsh just told Wall Street at Jackson Hole and what it could mean…

How to Find the AI Companies Big Tech May Buy Next

My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech giants may…

The 3-Question Test I Use Before Putting a Dollar Into Any Company

Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…

Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch

In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this…

The Fed Holds – But Is a September Hike a Lock?

The Fed holds rates steady… Warsh puts on a masterclass in saying nothing… why AI might keep a rate hike at bay… two more hyperscalers…

It’s Do-or-Die Time for the AI Infrastructure Trade

5 Takeover Targets for the AI Revolution

To show you why timing matters in the market, I’ll walk you through five companies that look ripe to be bought. AI is redefining tech,…

After AOL’s Special Dividend: Stay or Go?

AOL’s special dividend is now history, and although it was a nice bonus, investors are left wondering if AOL is worth hanging onto any longer.

Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks

In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for investors. We’ll look beyond…

The Booming AI Trend Makes MSFT Stock a Long-Term Buy

Taking into account both its A.I. and non-A.I. catalysts, consider MSFT stock a buy on any weakness.

Everyone Will Overread the Fed Tomorrow

The AI trade goes deep in the red… Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…

Big Tech’s Tab Is Running Up – But Who Is Profiting?

In today’s Market 360, I’ll examine the enormous AI tabs being run up by four of the world’s biggest technology companies and show you which…

AOL’s Dirty Little Secret

Is AOL preparing to make a move? The company’s CEO denies any deal is in the works, but AOL needs some sort of catalyst to…

Google Beat but AI Stocks Are Still Sinking. What’s Going On?

Luke got the earnings right, but the timing wrong … here’s what comes next… an AI event this Thursday… how to play the data center…

The AI Trade Isn’t Slowing

Alphabet blows past earnings… capex jumps to $205 billion… why the “Lag 7” story is wrong… Louis Navellier’s’ “best market since 1999”

An AI Just Hacked a Company on Its Own

A Prisoner’s Dilemma with a Chinese accent… another Messy Middle story… OpenAI’s AI hacks Hugging Face… reader feedback about yesterday’s Digest

Why Understanding AGI Now Could Be Your Most Profitable Decision

Soon enough, artificial narrow intelligence (ANI) will start looking a lot more like what experts in the field call “strong” AI – or artificial general…

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