Is Spotify a Bandwagon Stock? 8 Key Issues Famous Hedge Funds Are Ignoring
September 27, 2018
Beth Kindig
Lead Tech Analyst
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Is the S&P 500 Overdue for a Correction? 2025 Forecast & Buy Levels to Watch
In our last Broad Market Report titled, Historic Uncertainty Meets $7 Trillion Dollar Debt Wall: What Comes Next For The S&P 500, the S&P 500 was trading near 5800 and still well below its February hi
Google Stock Clears Major Hurdle, Yet One Serious Concern Remains
This week, Google cleared a major hurdle with Search accelerating from 10 points of growth last quarter to 12 points this quarter -- putting to rest many doubts that Search monetization is at risk giv
Can Oracle Become the Next $1 Trillion AI Stock?
When it comes to AI cloud leaders, Oracle is not often mentioned, yet the company is quickly positioning itself to lead among Microsoft, Amazon and Alphabet when it comes to cloud growth over the next
Robinhood Stock: Spot Crypto Volumes May Lead to Incoming Volatility
Robinhood’s fundamental transformation over the past two years has been nothing short of remarkable. Crypto is driving strong revenue growth at 50% YoY in Q1, while TTM operating margin is approaching
AI Stocks in 2025: What Every Investor Should Know
The market evolves quickly, and nowhere is that more apparent than in AI stocks, which continue to lead in both innovation and returns. At the I/O Fund, our deep coverage of AI stocks, combined with a
Nuclear Power Emerging as a Clean AI Data Center Energy Source
Data center power demand is forecast to surge over the next decade, with some estimates seeing demand increasing 3x by 2030. Inference is expected to be a primary driver with power demand growth proje
AMD vs Nvidia: The AI Stock That Could Win by 2028
Last week, AMD offered more details on the release of their groundbreaking GPUs with little fanfare in the markets – which is par for the course as AMD has a history of being forgotten about until the
This AI Stock is Set to Surge from Inference Demand
Up until now, the AI conversation has been dominated by training and compute, yet inference is showing signs of exploding growth. Microsoft and Google recently highlighted 5x to 9x YoY growth in AI to
Taiwan Semiconductor Stock: AI Growth Amid Geopolitical Risk
Despite their leadership, AI stocks like Taiwan Semiconductor and Nvidia are flat year-to-date and trading at similar levels as June 2024. Clearly, the AI trade is not as straightforward as it might s
Historic Market Uncertainty Meets $7 Trillion Debt Wall: What Comes Next for the S&P 500
We are seeing mounting evidence that this bounce may be the start of a new push to all-time highs, such as improved breadth, better than expected earnings plus the size of this bounce. However, one ca
