The AI Trade Is Back On – Here’s Where to Look Next
NVIDIA just shattered Wall Street’s slowdown thesis. Louis Navellier says the headline number is only part of the story. Now, attention could quickly shift to the companies powering the broader AI buildout.
Special Report
This is just a really odd divergence between earnings momentum for AI infrastructure stocks (forward EPS estimates in blue) and price momentum ( $SOX ...
AI trade technical health check:
$AIS $SMH $SOXX all trying hard to defend their 100-day moving averages. The rebound from the late July lows remains ...
This is why Abbott’s data center moratorium down in Texas is such a big deal. We haven't cleared that risk yet. And it’ll remain top of mind for i...