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Palantir (NASDAQ: PLTR) has been one of the most explosive AI stocks to own over the past few years, rising 2,370% since the start of 2023....
Nvidia’s GPUs are powering artificial intelligence (AI) workloads in data centers around the globe. Many AI hyperscalers are already increasing capital expenditure guidance for 2026. 10...
Nvidia’s growth rate could reaccelerate with its China export license expected to be restored. Taiwan Semiconductor and ASML are seeing increased chip demand. Alphabet is the...
Taiwan Semiconductor’s projected growth should translate into a higher premium than it is currently trading at. The market is concerned that AI will disrupt Adobe’s business....
Apple’s growth is slowing down. Taiwan Semiconductor’s management sees monster growth over the next few years. Broadcom’s XPU is becoming a popular alternative for AI computing....