It is time. Typekit Lightroom bye bye bye bye software on my personal website. Plan this out and then the lightning round is over.Are you ready. Ski. Daniel.New Jersey. Daniel. >> Hi, Jim.The AI revolution is here and the money is pouring in. This stocks lunch has already been eaten by traditional gen AI putting chip companies like Nvidia and AMD, as well as big tech like meta, Microsoft, OpenAI, Apple, Amazon, Google and even Tesla in perfect position to benefit tremendously by utilizing the treasure trove ...

Right after I won the election, I talked to President Trump and I suggested that uh it'd be great for him to come to Pittsburgh where we could talk about the crossroads of the AI revolution, the energy revolution. Uh Pittsburgh and Pennsylvania is really at the center of both revolutions. We have the second largest energy production in the country.We have bountiful uh natural gas, fourth largest reserves in the world, incredible skilled workforce that you just referred to, incredible technology universities ...

Group 1 - The article discusses the potential investment opportunities in small and mid-cap stocks, particularly those with significant insider buying activity [2][3] - The focus is on the AI revolution and its impact on natural gas producers due to increased electricity demand from AI data centers [2] - The Insiders Forum portfolio aims to outperform the Russell 2000 benchmark by selecting 12-25 attractively valued stocks across various sectors [2] Group 2 - The article emphasizes the importance of insider purchases as a signal for potential stock performance [2] - It highlights the company's strategy of identifying stocks that have had recent significant insider buying, which may indicate confidence in the company's future [2] - The overall goal is to provide subscribers with market-beating returns through informed investment choices [2]

The AI revolution promises to bring more knowledge more quickly to more people. Users are right to embrace it. But there is a sting in the tail https://t.co/qbyR1YIDmE ...

Market & Economic Outlook - The market is closely watching CPI data [1] - The market believes it can tolerate tariffs of 10-12%, potentially 30% on China, resulting in an average of 15% tariffs [5] - The market anticipates that the positives from AI revolution, Trump deregulation, and tax cut extensions will offset the impact of tariffs [6] - A 30% across-the-board tariff is considered quite damaging [6] Trade & Tariffs - The absence of reciprocal tariffs seen earlier in April is a key factor [4] - The market does not anticipate the implementation of 30% tariffs [4] - Trump's flexibility, as demonstrated by the Nvidia news, suggests potential extensions for tariffs [5] Fiscal Policy & Tax Cuts - The extension of tax cuts and 100% expensing are viewed favorably [9] - The current fiscal situation is largely in line with expectations from Trump's campaign promises [10] - Failure to revert to Obama-era tax levels contributes to a $3 trillion 10-year deficit [11] Monetary Policy & Federal Reserve - The drama at the Fed is unprecedented [6] - There is a view that the Fed should cut rates [11] - Fed independence is considered extremely important [12] - Dissent within the Federal Open Market Committee (FOMC) is minimal [13][14] Technological Innovation - AI is seen as a solution for firms facing higher prices due to tariffs [7] - AI is still on the march [7] - Nvidia news is spurring the NASDAQ to new all-time highs [8]

Core Insights - Alibaba is positioning itself for a significant resurgence beyond e-commerce, leveraging a new AI model and substantial buyback funds [1] Group 1: Company Developments - Alibaba has introduced a powerful new AI model, indicating a strategic shift towards technology innovation [1] - The company has billions allocated for stock buybacks, suggesting confidence in its future performance and potential stock price appreciation [1] Group 2: Market Implications - There is speculation that Alibaba could be a hidden gem in the AI revolution, with Wall Street potentially overlooking its growth prospects [1]

Looking at earning season, Tekkenom Services, according to Lseg, uh they make up pretty much all the earnings growth this earning season. Without them, earnings growth would actually be negative. Do you think that Technom Services can live up to it.What are the potential pitfalls here. I mean, look, I think we're actually going to see an accelerated growth when it comes to earning season. The big thing here, it's you're seeing on the consumer side for what's like a Netflix subscription growth, especially in ...

Nvidia rapidly approaching its next mega cap milestone driven by the AI revolution. Of course, Christina parts Nevlo is here with more. Hi, Christina.Nvidia is inching closer to the once unthinkable, a $4 trillion market cap. Shares would need to actually hit 16393 to make it the first company ever to cross that milestone. Despite the staggering runup, Wall Street's bullishness hasn't faded.City just raised its price target to 190, citing a surge in sovereign AI demand. That governments racing to build and ...

Core Insights - Nvidia is a leading player in the AI revolution, with its chips being the gold standard for AI processing, resulting in a stock increase of 990% since early 2023 [2] - The company currently holds a market cap of $3.86 trillion and has the potential to become the world's first $20 trillion company, representing an upside of over 400% [3][8] - Nvidia's revenue is projected to reach approximately $200 billion in fiscal 2026, with a forward price-to-sales (P/S) ratio of around 19, necessitating revenue growth to about $1 trillion to support a $20 trillion market cap [8][9] Company Overview - Nvidia pioneered the graphics processing unit (GPU) in 1999, introducing parallel processing that significantly improved computational efficiency, making its chips the preferred choice for AI applications [5] - The Compute Unified Device Architecture (CUDA) platform enhances the performance of Nvidia's GPUs, with over 400 libraries available for developers, solidifying Nvidia's position as the industry standard [6] - Nvidia's chips are utilized across various sectors beyond gaming, including cloud computing, data centers, and machine learning, with a strong foothold in generative AI [7] Market Potential - Wall Street forecasts an annual revenue growth of 21% for Nvidia over the next five years, suggesting the possibility of reaching a $20 trillion market cap by 2035 if growth is sustained [9] - Analyst Philip Panaro predicts Nvidia's stock could reach $800 by 2030, aligning with a market cap close to $20 trillion, driven by significant opportunities in AI and Web 3 investments [10][14] - The potential for Nvidia's growth is further supported by the anticipated $10 trillion investment in Web 3 by 2030, with a substantial remaining opportunity in data centers [14]

Core Viewpoint - Micron Technology's strong fiscal Q3 2025 earnings indicate a positive trend for the semiconductor industry, which is expected to boost demand for Applied Materials' equipment [2][4]. Group 1: Micron's Performance and Its Impact on Applied Materials - Micron's sales and adjusted earnings per share (EPS) exceeded estimates, driven by a 50% growth in high-bandwidth memory (HBM) sales within a single quarter [4]. - Micron raised its overall DRAM sales growth guidance for calendar 2025 from "mid-teens" to "high-teens," with HBM sales expected to grow significantly faster than overall DRAM sales [5]. - DRAM equipment sales accounted for 27% of Applied Materials' total revenue last quarter, suggesting that Micron's strong DRAM sales will likely lead to increased purchases of Applied's equipment [6]. Group 2: Applied Materials' Positioning and Future Outlook - Applied Materials anticipates a 40% growth in advanced DRAM equipment sales in 2025 as customers increase investments in these technologies [7]. - The company is well-positioned to benefit from advancements in various semiconductor technologies, including HBM and DDR5, which are crucial for AI applications [8][9]. - Applied's diverse equipment offerings for different chip-making processes provide a competitive advantage over companies that focus on a narrower range of products [11]. Group 3: Market Forecast and Valuation - The 12-month stock price forecast for Applied Materials is $200.76, indicating a 5.28% upside potential based on 22 analyst ratings [12]. - Despite a decrease in revenue exposure to China from 43% to 25% due to export restrictions, most of Applied's business in China involves less advanced technologies, which does not significantly impact long-term growth prospects [13]. - The current forward price-to-earnings multiple of 20x is in line with its three-year average of 19x, suggesting the stock is fairly valued for the next 12 months [14].