If you are trying to figure out whether NVIDIA's share price still makes sense, you are not alone. The stock often sits at ...

Nvidia’s reported pullback from a proposed $100 billion OpenAI investment tied to the Stargate AI infrastructure buildout signals a shift toward capital discipline in the ...

Apple and Nvidia are exploring manufacturing partnerships with Intel's foundry business. The talks focus on shifting portions ...

Having raised its distribution for 27 consecutive years, Enterprise Products Partners is an all-weather, core holding in my ...

Micron Technology benefits from AI-driven HBM demand, but the current valuation fully reflects these tailwinds. Learn more ...

We came across a bullish thesis on Corporación América Airports S.A. on Monopolistic Investor’s Substack by Antoni Nabzdyk.

We came across a bullish thesis on UP Fintech Holding Limited on Kratic’s Substack by Kratic Capital. In this article, we ...

Faraday Future Intelligent Electric Inc. ("Faraday Future", "FF" or "Company"), a California-based global shared intelligent ...

We came across a bullish thesis on Applied Materials, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on AMAT. Applied Materials, Inc.’s share was trading at ...

We came across a bullish thesis on Micron Technology, Inc. on Beating The Tide’s Substack by George Atuan, CFA. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.’s ...

Nvidia was propelled to its current highs by the development of AI, but is it still one of the best ways to play it?

Key Insights CBRE Group's estimated fair value is US$147 based on 2 Stage Free Cash Flow to Equity CBRE Group's ...