Alphabet Inc. (GOOG): Accelerating AI Revenue Growth with TPU Chips
We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where ...
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Strategist who coined the Magnificent Seven warns US tech is set to lag
The strategist, who coined the popular Magnificent Seven term to refer to the handful of tech stocks that powered the S&P 500 ...
DeepSeek Isn't the Only Low-Cost AI Startup. Here's What It Means for OpenAI and Nvidia.
DeepSeek is an artificial intelligence (AI) research lab based in China. It was spun out of the country's most successful hedge fund, High-Flyer, in 2023. The fund had been using AI for years to ...
Can This Popular Vanguard Tech ETF Trounce the S&P 500 Again in 2025?
Historically, the Vanguard Information Technology ETF has averaged a total annual return of 13.7% since its inception 21 ...
Non-Sense Making: Why Should Gen Z And Gen Alpha Watch The Cinema Of David Lynch?
In our hyper-rational, technology-mediated 21st century, Lynch’s cinema perforates this tyranny of a totalitarian vision and ...
Why Wall Street did not punish Apple and how the tech giant can benefit the most from China’s DeepSeek
Using DeepSeek's AI models and integrating them into its hardware aligns well with Apple’s strategy and keeps the company ...
Alphabet Inc. (GOOGL) Launches Meridian, Open-Source Marketing Mix Model to Optimize Budget Allocation
In the rapidly shifting landscape of artificial intelligence, the recent market developments have raised important questions ...
Opinion
DeepSeek exposes Wall Street’s myopia, AI’s potential
The drop in costs that DeepSeek has shown will lead to more frequent use of AI models for tasks where they were previously considered too expensive and the emergence of new applications and use cases ...
The big Trump tariff countdown: World market themes for the week ahead
Saturday could be the best indication so far, when Trump has promised to slap neighbors Canada and Mexico with 25% levies ...
Apple’s iPhone sales during the holiday season slipped despite a highly anticipated AI rollout
Apple on Thursday disclosed its iPhone sales dipped slightly during the holiday-season quarter, signaling a sluggish start to ...
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DeepSeek-triggered rout highlights equities’ diversification dilemma
The emergence of DeepSeek and the potential undoing of Nvidia’s dominance, even momentarily, is a stark reminder of the need ...
DeepSeek will hardly dent magnificent seven stocks, survey shows
Investors believe DeepSeek’s AI debut will not impact the Magnificent Seven companies, with 88% of respondents expecting minimal effects on the S&P 500. The survey highlights President Trump’s ...