ANET

The market has shunned these stocks to open the year.

You may want to reconsider.

Intel Corporation (NASDAQ:INTC) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer highlighted the positive developments of the company, as he remarked: The second group of stocks leading us higher are the fiber optic plays that help transport data within the data […]

NVIDIA Corporation (NASDAQ:NVDA) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer said that the company “really hasn’t done much of late,” as he remarked: It’s worth filling you in on the disappointment… Because I want you to understand my skepticism now […]

Palantir Technologies Inc. (NASDAQ:PLTR) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. When a caller asked about the stock during the episode, Cramer said: Well, you know, Palantir right now, I have to tell you, here’s what’s going on with Palantir… It […]

This type of investment could experience more volatility than expected.

Wondering if Palantir Technologies at around US$148.46 is priced for perfection or still has room to run? This article walks through what the current share price might really imply about value. The stock has seen a 3.8% gain over the last 7 days, while the 30 day return is a 2.8% decline and the year to date return is an 11.6% decline, set against a 100.6% return over the past year and a very large 3 year gain of about 18x and a 5 year gain of about 6x. Recent coverage has focused on...

Why did Founders Fund invest $220 million in cattle management startup Halter?

After a massive sell-off, this CEO thinks his company's stock is a bargain.

This trio of elite companies dominates the AI supercycle, and will continue to win for the foreseeable future.