3 Paths That Could Push the S&P 500 up to 39%
Discover why the S&P 500 rally relies on solid earnings over euphoria, per Josh Brown and Nick Colas. Explore 3 paths forward.
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Trump says AI could be bigger than oil as the AI race accelerates. Explore ETFs targeting AI chips, data centers, power infrastructure and nuclear energy.
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Discover why the S&P 500 rally relies on solid earnings over euphoria, per Josh Brown and Nick Colas. Explore 3 paths forward.
Read original at benzingaDwarkesh Patel warns massive AI hyperscaler investments will drive up discount rates, pummeling Warren Buffett-style cash flow stocks.
Read original at benzingaCerebras Systems and Advanced Micro Devices are both benefiting from AI infrastructure growth. While AMD offers greater scale, profitability and diversification with Data Center revenues more than doubling, Cerebras appears to have an edge with faster growth expectations, $25.4B in remaining performance obligations, and strong partnerships with OpenAI and AWS. Cerebras expects core revenues to more than triple in 2027, though it remains unprofitable with customer concentration risks.
Read original at zacks-investment-researchIf Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Read original at benzingaAMD stock slipped in premarket trading as Nvidia's massive Q2 earnings beat drew focus, highlighting ongoing competition in data center AI hardware.
Read original at benzingaNvidia shares surge 7.4% premarket as strong guidance boosts chip stocks, while CEO Jensen Huang cites robust AI demand.
Read original at benzinga