Tag: AI stocks

The AI Crash will happen. The question is when. (Chart from Silicon Angle.) I have spent my life being early ...

Right now, there’s a lot of hate for the Cloud Czars and their leaders. There are now four such Czars, ...

Almost lost amid the hullaballoo over Trump’s tariffs was what may be the start of the AI crash. Nvidia (NVDA) ...

AI has been challenged in the last year by overexuberance and by the failure of LLMs to scale. Its challenge ...

Meta Logo I have been no fan of Meta Platforms (META) in the past. I owned the stock briefly, selling ...

The Artificial Intelligence (AI) hangover has begun. Both Nvidia and Meta Platforms fell 10% after earnings that beat street estimates. ...

I look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.

There will be a reshuffling, away from basic enablement like cloud and A.I. “operating systems,” toward applications and solutions.