Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV)
Is Google (GOOG and GOOGL) finally an AI stock worth investing in? We discuss the breakup of Google by the U.S. government, the $GOOGL's AI capabilities, and the performance of Google's business segme...
23 Aug 202433min
Pegasystems (PEGA) as an AI Stock - Ready for More AI Software Pain?
Is the next big AI stock Pegasystems (PEGA)? We contemplate whether $PEGA is the AI stock the market has been waiting for, considering Pegasystems' financial performance and underlying AI narrative. R...
16 Aug 202426min
Stock Market Crash - Impending Recession or Unwarranted Selloff?
The stock market has officially crashed. On Sunday night trading was halted in Japan along with 24-hour markets in the US. Crypto crashed, with Ethereum falling 25% in 24 hours. Nasdaq futures fell ne...
5 Aug 202440min
This AI Stock Is in Every Phone - Qualcomm (QCOM) as an AI Stock
Is Qualcomm ($QCOM) the AI stock for you? Qualcomm is a leader in baseband chips (AKA modems) for 3G/4G/5G and receives royalties from every iPhone sold. Qualcomm's recent expansion into automotive an...
2 Aug 202432min
Marvell to Make Nvidia GPUs Obsolete? $MRVL as an AI Stock
When Nvidia and Broadcom fell as part of an overall AI selloff, Marvell rose in trading today. Indeed, the market is honing in on Marvell as a custom AI chipmaker, with analysts whispering that $MRVL ...
17 Juli 202433min
Oracle Can’t Keep Up with Amazon - $ORCL as an AI Stock
Is Oracle the AI stock for you? We put Oracle ($ORCL) and in the crosshairs of our AI stock-picking masterminds, considering its relationship with TikTok (pending a national ban) and its position as r...
11 Juli 202431min
Meta - AI Open Source Doesn't Pay the Bills ($META as an AI Stock)
Meta decided to be a metaverse company and now wants to be an AI company. But open source AI models don't lead to revenue, and Meta's main strategies to monetize AI are questionable. Nonetheless, Meta...
4 Juli 202436min
3 AI Stocks You've Never Heard Of - Coherent (COHR), Axcelis (ACLS), and ASE (ASX)
Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: Coherent ($COHR), a company making lasers used in t...
27 Juni 202434min
