|
|
|
|
|
|
|
|
|
01.07.26 - 21:24
|
Why I Am Aggressively Loading the Truck on Nvidia on Repeat (24/7 Wall St.)
|
|
|
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA), and the pullback to $200.09 has only made me more aggressive. This is the position I add to every time the tape gives me a discount, because the business behind the ticker is compounding faster than the multiple is expanding. When institutions rotate on a yield ... Why I Am Aggressively Loading the Truck on Nvidia on Repeat...
|
|
|
|
|
|
|
01.07.26 - 20:00
|
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4% (24/7 Wall St.)
|
|
|
Palantir Technologies (NASDAQ:PLTR) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA). Palo Alto Networks (NASDAQ:PANW) stock is riding the risk-on tape higher, up 4% to $355.40. The move for Palantir stock caps a sharp reversal for a ... Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%...
|
|
|
01.07.26 - 19:54
|
Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value (24/7 Wall St.)
|
|
|
Palantir CEO Alex Karp recently appeared on CNBC to sharpen his critique of frontier AI labs, arguing that enterprises deploying models from OpenAI and Anthropic are “livid” about how much proprietary value flows to model providers. Karp framed the new Palantir partnership with NVIDIA as a direct response, positioning the two companies as the operational ... Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value...
|
|
|
|
|
|
|
|
|
01.07.26 - 18:18
|
AMD Is Up 150% This Year But Here Are 5 Overlooked Stocks Betting on What Comes Next (24/7 Wall St.)
|
|
|
The Pentagon just earmarked over $74 billion for drone dominance and counter drone technologies in the FY2027 budget request, and that is only one slice of the AI arms race AMD and NVIDIA are fighting over. While Wall Street obsesses over who wins the GPU throne, the real money in the next AI phase is ... AMD Is Up 150% This Year But Here Are 5 Overlooked Stocks Betting on What Comes Next...
|
|
|
|
|
|
|
|
|
|
|
|
|
01.07.26 - 17:36
|
Broadcom vs Nvidia: The $100B AI Race and One Winner (24/7 Wall St.)
|
|
|
Broadcom (NASDAQ: AVGO) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models. NVIDIA closed Q1 FY2027 on May 20, 2026, and Broadcom followed with Q2 FY2026 on June 3, 2026. One sells branded GPUs to everyone. The other designs custom silicon for a ... Broadcom vs Nvidia: The $100B AI Race and One Winner...
|
|
|
|
|
|