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What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
Why This Gold Pullback Is a Buying Opportunity
Let’s take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
Electronic Arts (ERTS) Needs Tiger Woods
There was a time when video game stock Electronic Arts (ERTS) was racking up the profits as easily as Pac-Man chomping those little yellow dots.…
Activision Call of Duty, EA Games Show Video Game Stocks Eager for Comeback (ATVI, ERTS, NTDOY, SNE MSFT)
Activision (ATVI) Call of Duty and Electronic Arts (ERTS) EA Games titles show video game stocks have the ability to bounce back. Call of Duty…
May Video Game Sales Down for Activision, Electronic Arts and others
Activision Blizzard (ATVI) and Electronic Arts (ERTS) stock continued to see trouble in the May video game sales report from NPD. While video game sales…
Take-Two Hopes New Titles Fight off Electronic Arts, Activision
Take-Two Interactive (TTWO) shareholders have been enjoying a very healthy 2010. The video game studio behind Rockstar-developed western Red Dead Redemption has done incredibly well…
Electronic Arts Sees Success With FIFA 2011, But Sport Game Sales Slump Overall
FIFA 11, the latest version of Electronic Arts’ (NASDAQ: ERTS) perennial soccer videogame, has sold 2.6 million copies in its first week on sale. The…
March Video Game Sales Predictably Stronger (SNE, NTDOY, ATVI, ERTS, TTWO)
March video game sales were up 6% over last year, breaking the steep declines in February and January after the holiday season. According to the…
The Biggest AI Story You Missed
Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy…
Activision Blizzard (ATVI) Redefines Video Game Sales Via the Web
When video game stock Activision Blizzard (ATVI) released Call of Duty 4: Modern Warfare in 2007, the video game hit all the right notes, winning…
Zynga Valued Higher Than Electronic Arts as IPO Expectations Rise
Since the studio opened in 2007, when they received millions in start up investment from Kleiner Perkins Caufield & Byers’ iFund, Zynga has expanded from…
EA May Still Have Room to Run
Electronic Arts (ERTS) has pleased investors, and may have more to offer.
ERTS, ATVI, MSFT Find Small Victories in July Video Game Sales
After enduring two months of sluggish video game sales and releasing a number of titles from video game stocks such as Activision Blizzard (NASDAQ: ATVI)…
Sony Could Launch Online Video Game Sales for PlayStation (SNE, MSFT, NTDOY, ATVI, ERTS, TTWO)
Video game blogs have been spouting rumors as of late about Sony (SNE) instituting a $50 a year premium online gaming service for its PlayStation…
‘Chinese Facebook’ Renren Inc. Goes Public
China Facebook competitor Renren Inc. just wnet public with a Chinese IPO for the social networking company.
Two Stocks Our Experts Are Buying Now
In the real world, investing isn’t done with clean spreadsheets and perfectly labeled data. That’s where human analysts still have the advantage.
March Video Game Sales May Pick Up (ATVI, ERTS, SNE, TTWO, NTDOY, MSFT)
After a disappointing February video game sales report, many analyst insiders are predicting a strong month in March for top video game makers Activision Blizzard…
3 Best Nasdaq Darlings, 3 Duds to Sell
Nasdaq stocks have been on a tear lately, outpacing the market by a wide margin. But that doesn’t mean all Nasdaq stocks are buys. I…
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