News und Analysen

The Magnificent Seven stocks earned that name for a good reason -- they've delivered a magnificent performance, helping drive the S&P 500 to double-digit gains over the past two years. These players

The AI market is booming. Bain projects the total addressable market for AI hardware and software will grow 40%-55% annually, reaching $780 billion to $990 billion by 2027.

This growth is enabling

Shares of Intel (NASDAQ: INTC) rallied 37.8% in September, according to data from S&P Global Market Intelligence.

Intel had already experienced a momentous month in August after the U.S. government

Nebius Group (NASDAQ: NBIS) has emerged as a potential superstar in one of the world's biggest growth industries: artificial intelligence (AI). The AI market has grown into the billions of dollars

I primarily invest in individual stocks. However, I've started to add more exchange-traded funds (ETFs) to my portfolio. They enable me to easily invest broadly across a specific asset class or

Even before Micron's (NASDAQ: MU) earnings report on Sept. 23, shares of the memory chip manufacturer had already logged an impressive month-to-date gain. Strong results and guidance ultimately led

Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) both made big bets on OpenAI, but they are coming at the opportunity from very different directions. Nvidia's move is about keeping its chips at

Oracle (NYSE: ORCL) is the hottest name in AI, but the company isn't a guaranteed winner in the space. Larry Ellison's bet on OpenAI is risk and the company's balance sheet is already stretched, so

As the artificial intelligence (AI) data center race continues to escalate, a string of massive deals has been announced in recent weeks that involve big tech companies like Alphabet or Microsoft

How much does the U.S. Army love its drones? Let me count the ways -- all $5 billion of them.

Last week, in a development I can only call stunning, the Department of Defense, which the Trump

Oracle (NYSE: ORCL) has made investors significantly richer in the past three years, turning an investment of $1,000 into the stock into almost $4,600, as of this writing. The stock's remarkable

Let's face it -- it's easy to say a particular investment is a lifetime holding when you know you can sell it if the company's circumstances change. A true "forever" trade is a relatively rare

When some investors look at shares of MercadoLibre (NASDAQ: MELI) trading at close to $2,200, they see an expensive stock. But I see one of the best bargains on the entire stock market for long-term

CoreWeave (NASDAQ: CRWV) is making some big moves. Recently, it signed a deal to rent out $14 billion of its computing capacity to Meta Platforms (NASDAQ: META). It also expanded its agreement with

During Nvidia's (NASDAQ: NVDA) Q2 conference call, it made a jaw-dropping market projection: Management believes global data center capital expenditures will reach $3 trillion to $4 trillion by

Broadcom (NASDAQ: AVGO) has become one of the leading players in the artificial intelligence (AI) infrastructure hardware race by leveraging its strength as a custom chip partner. The company built

Intel (NASDAQ: INTC) has been on a deal-making spree over the last few months.

In mid-August, the chipmaker secured a $2 billion investment from SoftBank, just ahead of an $8.9 billion investment

Ten companies traded on U.S. stock exchanges currently have market values of at least $1 trillion, and nine are deeply involved in artificial intelligence (AI). They are listed in descending order

Since debuting on the public markets earlier this year, CoreWeave (NASDAQ: CRWV) has swiftly established itself as a central character in the artificial intelligence (AI) infrastructure narrative.

Taiwan Semiconductor Manufacturing Company (NYSE: TSM), also known as TSMC, is one of the premier manufacturers of advanced processors, many of which are used for artificial intelligence. The

It has been a rollercoaster year for Lucid Group (NASDAQ: LCID), with shares of the electric vehicle (EV) maker gyrating between $16 and $35. But one Wall Street analyst remains unfazed. He has a

Advanced Micro Devices (NASDAQ: AMD) is quietly laying the groundwork for the next generation of computing. With explosive revenue growth, groundbreaking artificial intelligence partnerships, and a

Before the unprecedented levels of artificial intelligence spending lifted Nvidia to new heights, Apple (NASDAQ: AAPL) was long the most valuable company in the world. The consumer technology

Netflix (NASDAQ: NFLX) has built its empire on streaming video content, but the company isn't content to stop there. While investors focus on its subscriber growth and ad revenue, Netflix is quietly

Reports suggested AMD (NASDAQ: AMD) is considering utilizing Intel's (NASDAQ: INTC) manufacturing capabilities.

*Stock prices used were the afternoon prices of Oct. 1, 2025. The video was published