Top Tech Stock News
Newsletter
Big Tech Q1 Earnings: AI Capex Increases As AI-Related Gains Continue
Recent Q1 earnings releases from Microsoft, Amazon, Alphabet and Meta reaffirmed that AI spending is continuing to increase through 2024 as companies seek AI-related revenue gains.
The Risk is Higher in the Market than it Feels
In this report, we will show that the sentiment readings over the last several months suggest investors should be cautious. This is backed up by our broad market analysis, which indicates that risk is more elevated than most investors may think. This doesn’t mean we can’t push marginally higher. Instead, it is suggesting that the downside is greater than any additional upside. Interestingly, the last two standing from the Mag 7, Meta and Amazon, appear to be giving the strongest clues that we could see more volatility over the coming weeks to months.
We Are Raising Our Bitcoin Targets To $106K - $190K
Bitcoin is an asset where the bulls pound the table to “buy, buy, buy,” and the bears relentlessly and stubbornly call it a scam. In reality, both are the wrong approach. This is because although Bitcoin is the highest performing asset in the past ten years, it’s also the one of the most volatile. Consider that it was trading at $58,000 in March of 2022, and by December of 2022 had lost 72% of its value. That year, the loud and proud Bitcoin bulls were not your friends. Timing is everything.
Investing In AI with Beth Kindig: 1-Hour Video Interview
Jordi Visser, CIO and Chairman of Weiss Multi-Strategy Advisers, spoke to Beth Kindig on the Real Vision podcast on March 20th, to dive deep into AI’s potential for explosive economic growth, how to find winners in this theme, sectors that benefit from AI, the potential for crypto to decentralize AI, and more.
Semiconductor Stocks Q4 Overview: AI Gains Heat Up
Semiconductor stocks are standout performers so far in 2024, with investor appetite for AI stocks remaining elevated as AI chip leader Nvidia continues its streak of high growth.
I/O Fund Catapults to 131% Cumulative Performance Due to Leading AI Allocation: Official Press Release
I/O Fund, a tech research site that actively manages a real-time portfolio, announces returns of 57% in 2023 with a cumulative return of 131% since inception. This compares to popular tech ETFs that have cumulative returns of (-10%) in the same time period for an outperformance of 141% in less than four years.
Verified Returns & Risk Management: A Retail Investor's Imperative
Last year was a stellar year for investors – in 2023, the Nasdaq 100 rose 54% for its best annual return since 1999, while the S&P 500 gained 24%. The Magnificent 7 were the de facto leaders of this market rally, with the group’s returns averaging 111% for 2023 and accounting for more than 60% of the S&P 500’s annual gain.
Arm Stock: AI Chip Favorite Is Overpriced
Arm Holdings is positioned to capitalize on the growing adoption of artificial intelligence (AI) technologies, leveraging its established licensing model and extensive ecosystem to drive future growth.
