Tag: big picture
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Meta’s splashy new business AI hire offers yet another reason to bank on Zuckerberg
By poaching MongoDB’s CJ Desai, Mark Zuckerberg shows he’s serious about building an enterprise AI business.
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What we want to see next week from one of Jim Cramer’s 6 stocks to buy
Micron has all the leverage heading into earnings as memory supply constraints persist. But how long will this favorable cycle last?
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What must happen for Boeing stock to get unstuck. The company needs, at least, to do its part
Some of the headwinds facing the jetmaker — both in and out of its control — need to clear up.
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A rare Microsoft bear warms up to the stock. Here’s what changed their mind
Stifel upgraded the software and cloud giant to buy from hold.
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Meta is having a ChatGPT moment with Muse. What is it and what makes it so special
The tech world and Wall Street are abuzz with Meta’s new AI agent ahead of CEO Mark Zuckerberg’s developers conference keynote.
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A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours
The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem.
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Eli Lilly CEO offers investors 3 more reasons to stick with the stock
Encouraging updates from Eli Lilly CEO Dave Ricks strengthen the bull case for the stock.
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Microsoft just got 2 price target increases. Why one of them is not a ringing endorsement
Not every price target increase is bullish.
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What an Oscar-winning movie can teach us about investing through the AI slowdown debate
The problem for investors: much of what’s flowing through the airwaves is noise and won’t help you make money.
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