Wall Street’s Best Ideas: Tesla, prepare to be decimated by China It’s only a matter of time before Tesla faces very tough competition from Xiaomi and other Chinese EV stars, according to one of Tesla’s biggest bulls. Plus, who wins in the Nvidia-AMD-Broadcom-Marvell AI battle,
@tiernanraytech
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Wall Street’s Best Ideas: Nvidia’s Chip Technology Opening Strategy
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Wall Street’s Best Ideas: Pondering Nvidia’s move to open up The Street is debating the meaning of Nvidia’s opening-up of its chip-connection technology. Plus, there are reasons to reconsider beaten-down Semtech and Marvell, there are good vibes for Analog Devices’s earnings
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Applied Materials Valuation Challenge Amid Global Economic Trends
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Applied Materials remains a tricky moving target It’s been very hard for the Street to find the right price target for the enormous business of Applied Materials, linked as the business is to so many global economic trends. Meantime, its stake in BE Semiconductor is up
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CoreWeave’s Growth Strategy Over Profitability as Public Company
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Wrestling anew with CoreWeave’s huge spending CoreWeave’s first report as a public company showed profitability will take a back seat to spending to support revenue growth. What you think about that divides the bulls and the bears. Plus, Cisco’s decent results mean the stock
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Absci Advances: Generative AI Drug Enters Phase I Trials
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Absci’s big moment The entry into Phase I trials of a de novo generative AI drug by Absci is something of a landmark. It’s a promising start to a very long journey. “We’re excited to become a clinical-stage biotech company,” says McClain. “It’s exciting from an AI drug
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100 AI Scientists Establish Singapore Consensus Trustworthy AI
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100 leading AI scientists map route to more 'trustworthy, reliable, secure' AI The landmark Singapore Consensus comes at a time when the giants of generative AI – such as OpenAI – are disclosing less and less to the public. https://
zdnet.com/article/100-le
ading-ai-scientists-map-route-to-more-trustworthy-reliable-secure-ai/
… @Yoshua_Bengio -
Lumentum and Arista navigate tariff uncertainty in cloud sector
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Lumentum and Arista shine despite uncertainty Cloud computing demand for fiber optics and networking is supporting healthy results at both Lumentum and Arista, but both companies are waiting to find out what happens when the tariff pause ends on July 8th. Some companies, such as
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Palantir Stock Falls Despite Strong AI Growth Numbers
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Palantir sells off despite everything being ‘on fire’ The valuation is insane for Palantir, but the growth numbers keep impressing. The only fly in the ointment is Europe, where they just don’t get it, according to CEO Alex Karp. https://
thetechnologyletter.com/the-posts/pala
ntir-sells-off-despite-everything-being-on-fire
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HubSpot CEO on AI Value Amid Economic Uncertainty
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Please enjoy my interview with Hubspot CEO Yamini Rangan Hubspot CEO: Making the case for AI in a time of uncertainty Technology has always been pitched as a way to cut costs and boost productivity. That argument should be more relevant than ever at a time of economic
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Apple Faces Downgrades Amid Tariff Uncertainty in Earnings Season
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Apple is the first big casualty of earnings season Apple received two downgrades on Friday morning, the first stock to fall victim to continued uncertainty over tariffs. Although Amazon’s cloud growth was nothing to write home about, the bulls like its role selling toilet paper.