In last week’s report, we laid out the case for a continuation of the secular bull market for months to years, which would be led by AI. From our analysis, we believe the best gains are yet to come; ...
Agentic AI is raising compute costs, compressing SaaS margins, and disrupting seat-based pricing. See which software ...
Nvidia’s pace of growth in the Data Center segment has been nothing short of remarkable. Data Center revenue reached $89 billion in Q2 FY27, up nearly 9x over the last three years. Meanwhile, Nvidia’s ...
The S&P 500's historic bull market may have 1-3 years left. See why a correction could come first and where AI stocks may ...
Project Jupiter highlights growing power and infrastructure constraints facing Bloom, Oracle, and Applied Digital data center ...
Nvidia's massive SK Hynix deal has locked up AI memory capacity, leaving less HBM supply for rivals and tightening access ...
Nebius and CoreWeave are two of the fastest-growing AI infrastructure companies on the market. Yet when it comes to their stocks, the market has rewarded them very differently. Nebius shares have ...
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