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2 mins read

These stocks are best-positioned to gain in the next wave of AI investment, Goldman Sachs says

As AI investment has rebounded in recent weeks, Goldman Sachs analysts recommend "platform" stocks …

Kelly Cloonan   


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Nvidia stock has 25% upside as it approaches an iPhone moment with its Blackwell chip, analyst says

"Giving up on Nvidia here after its hit — Hopper — is like giving up on Apple at iPhone 1 or 2," Me…

Matthew Fox   


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1 min read

Alphabet stock tumbles on mixed earnings results, but Goldman sees 25% upside ahead on AI strength

Goldman Sachs raised its price target for Alphabet stock after Tuesday's earnings call, pointing to…

Kelly Cloonan   


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Forget AI: These 3 overlooked areas of the stock market have 'coiled spring' upside, JPMorgan says

JPMorgan expects earnings growth for the non-Magnificent 7 stocks in the S&P 500 to catch up by yea…

Jennifer Sor   


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7 mins read

How a Trump or Harris presidency could impact your investments

BI compiled outlooks from top Wall Street strategists to get a clear picture of what potential Trum…

Matthew Fox   


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Morgan Stanley recently met with Nvidia's management team. Here are the biggest takeaways as the bank eyes another 12% upside for the stock.

Nvidia's Blackwell GPU chips are sold out for the next 12 months, Morgan Stanley said after hosting…

Matthew Fox   


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Wall Street is bullish on Amazon earnings despite uncertainty around consumer spending, rising investment costs

Wall Street analysts are mostly bullish heading into Amazon's earnings report. AWS is a bright spot…

Filip De Mott   


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4 mins read

Advertisers are scrutinizing the value of AI tools as some early efforts fall flat

Two years after OpenAI's ChatGPT and other chatbots launched, advertisers' excitement over generati…

Lucia Moses,Lara O'Reilly   


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Chip giant TSMC reports blockbuster results even as questions over AI mania loom

The demand for AI "is real," said CC Wei, TSMC's chairman and CEO.

Huileng Tan   


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Apple stock has 25% upside amid 4 potential catalysts from next week's iPhone 16 reveal, Goldman Sachs says

An unexpected price increase to the lineup of iPhone 16 models would provide Apple with a direct re…

Matthew Fox   


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Why the stock market's AI trade came back to life this week

Oracle cofounder Larry Ellison said the AI spending race will go on "forever" as the cost of large …

Matthew Fox   


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Tesla stock has 40% upside as a 'top pick' as it corners the EV-credit market, Morgan Stanley says

"We see potential for the Tesla Energy business to be worth more than the autos business," Morgan S…

Matthew Fox   


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Nvidia's investment in SoundHound sends shares of the AI voice company soaring 55%

Nvidia revealed a stake in the AI company in a new regulatory filing, as well as an investment in A…

Phil Rosen   


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Billionaire 'Bond King' Bill Gross recommends 4 defensive investments for a bull market he sees losing steam

Bill Gross says investors should focus on defensive and high-yielding stocks.

Filip De Mott   


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1 min read

AI won't replace human workers, but 'people that use it will replace people that don't,' AI expert Andrew Ng says

Andrew Ng, the founder of Google Brain and a professor at Stanford University, is optimistic about …

Lakshmi Varanasi   


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5 mins read

In an oversaturated market for AI companies, these startups have the best shot at surviving

As differentiated as AI startups try to be, the market has undeniably become crowded.

Dan DeFrancesco   


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5 mins read

Sam Altman believes wars will be fought over AI unless there's massive spending on infrastructure. But that comes with a cost.

Sam Altman says the development of AI infrastructure is key to avoiding war over the tech. Experts …

Katherine Tangalakis-Lippert   


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Nvidia stock is on track to double in coming years as AI follows the path of past tech bubbles, portfolio manager says

Nvidia has slid in recent weeks as investors question whether its blistering rally can continue. A …

Jennifer Sor   


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4 reasons why the S&P 500 has another 5% upside this year, UBS says

Disinflation, Fed rate cuts, broader earnings, and continued AI investment will support a stock ral…

Filip De Mott   


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5 mins read

AI is ushering in a new era of personalized marketing

In a survey, 51% of marketing professionals said they used generative AI. The technology's adoption…

Matthew S. Smith