Meta placing big chip order with Google calls into question Nvidia's dominance position
Paul Sweeney
Dan Ives
Nvidia remains the one chip fueling the AI revolution despite Meta needing to work with Google due to supply constraints
How should investors digest daily panic and stay invested in tech given volatility like Apple's 9% drop on tariff news
Paul Sweeney
Dan Ives
Apple's massive installed base and upcoming AI monetization will drive $75-100 per share incremental value
Meta stock down 20% from highs - how to position given concerns about AI play
Paul Sweeney
Dan Ives
Meta is a table pounder buy despite near-term earnings pressure from increased CapEx
Dan Ives
We're in year three of an 8-10 year tech bull market - this is truly a fourth industrial revolution
When does America shift to more sophisticated AI use beyond search and basic tasks
Paul Sweeney
Dan Ives
Today it's enterprise AI driving $2-3 trillion spending, consumer revolution coming with autonomous robotics
Tesla lagging market up only 4% YTD - what are institutional investors saying
Paul Sweeney
Dan Ives
Autonomous and Optimus robot will be most important chapter in Tesla's growth story