Dell, HPE, Lenovo look to AI in $252 billion server market
Dell, HPE and Lenovo aim for a bigger slice of an AI-server market set to grow 55% in 2025, reaching $252 billion. While ...
What Nvidia's Blowout Earnings And Stubborn Inflation Mean For Your Portfolio
NVIDIA's Q3 earnings were extraordinary, driven by AI and accelerated computing demand. Learn more about the market in general and my strategy for next year.
Nvidia Looks Poised To Beat Q3 Earnings
Financial writer sees another earnings beat for Nvidia Corporation in Q3 despite AI CAPEX growth, but has valuation concerns.
Casey’s General Stores (CASY) Is Gaining Market Share
Mairs & Power, an investment advisor, released the “Mairs & Power Small Cap” third quarter 2024 investor letter. A copy of ...
Is Kinsale Capital Group (KNSL) a Uniquely Positioned Company in the Insurance Market?
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor ...
Will Baldwin Insurance Group (BWIN) Continue to Gain Market Share?
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy ...
Will Paylocity Holding Corporation (PCTY) be Able to Expand its Market Share and Wallet Share For Years?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 ...
Here’s Why Alphabet (GOOG) Underperformed the Broader Market
The broader market, represented by the Russell 3000 Index ... That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet… And is still used by hundreds of banks, hedge funds, ...
Amazon’s Moonshot Plan to Rival Nvidia in AI Chips
The cloud computing giant won’t dislodge the incumbent anytime soon but is hoping to reduce its reliance on the chipmaker.
Nvidia Traders Brace for Potential $300 Billion Earnings Move
With Nvidia Corp. due to report an unusually complex quarter as the world’s most valuable company, traders are preparing for ...