Nvidia Sells Shovels, Alphabet Digs the Mine
Nvidia closed fiscal 2026 with $68.13 billion in Q4 revenue, up 73.2% year-over-year, driven by its Blackwell GPU lineup and explosive networking growth of 263%...
AI INVESTMENT STRATEGY
5 articles
Baron Capital: AI Investing Requires Active, Layered Approach
Baron Capital's Head of Technology Research Michael Lippert argues AI should be viewed as a multi-layered onion rather than a single wave of change. He warns pa...
Nvidia, Google Named Safest Public AI Bets
Intelligent Alpha CEO Doug Clinton identifies Nvidia and Google as the safest AI investments in public markets. Nvidia powers inference for all major model make...
AWS Boss Defends Backing Both Anthropic and OpenAI
AWS CEO Matt Garman says Amazon's investments in both Anthropic ($8 billion) and OpenAI ($50 billion) represent a familiar balancing act. He argues AWS has long...
Buy AI Dips Now, Wealth Manager Urges
Wealth manager Doug Boneparth argues investors should buy current dips in AI stocks, calling it hard to imagine a portfolio without AI exposure. Microsoft is do...