Let's bring in Dan Ies, Wed Bush's global head of technology research. Dan, great to see you. >> Great to see your outfit, too.It's always fun to see what you're wearing. >> Thank you. >> Um, it's interesting that you come out with this note and you say, is this going to be is there a Blackberry moment waiting for Apple, which really implies the worst situation for a tech stock after a massive rally here.This doesn't alleviate any of those concerns. Look, I think the biggest look, there was a huge concern o ...

Brookfield (BN) Q2 2025 Earnings Call August 07, 2025 10:00 AM ET Company ParticipantsKatie Battaglia - VP - IRBruce Flatt - Chairman & CEONicholas Goodman - President & CFOCherilyn Radbourne - MD - Equity ResearchConference Call ParticipantsBart Dziarski - Diversified Financials AnalystKenneth Worthington - Equity AnalystMario Saric - AnalystJaeme Gloyn - Analyst - Equity Research & Diversified FinancialsOperatorHello, and welcome to the Brookfield Corporation Second Quarter twenty twenty five Conference C ...

The AI revolution was born in the US, but China is catching up. Here’s a closer look at the contest for 21st century technological supremacy https://t.co/tqtZ5Otg7M ...

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Let's talk about Palunteer and whether or not we should see some fireworks. The options market, I'm just checking right now, is implying a pretty decent size move. What exactly is the street expecting or analysts expecting when it comes to Palunteer's results.>> Yeah, Dom Street's expecting upside here in terms of the quarter, but I think Street's underestimated. I mean, we're seeing this AI revolution. Palunteer is one of the leaders, and I think that's why they're the messy of AI.You know, when it comes t ...

Stock Performance & Earnings Analysis - The report highlights five "red hot" stocks with strong earnings performance and positive surprises, suggesting potential investment opportunities [1][10][11] - Ferrari (RACE) is identified as an earnings all-star, consistently beating expectations despite a high price-to-earnings (P/E) ratio of 50 [2] - Carvana (CVNA) has rebounded strongly, demonstrating an "up and to the right" earnings trend, although its P/E ratio is also high at 65 [3][4] - Robinhood (HOOD) has shown a remarkable turnaround with a good earnings surprise track record, currently trading at a P/E ratio of 80 [4][5] - Vertiv (VRT), benefiting from the AI revolution, has experienced strong earnings growth and is now trading at a P/E ratio of 38 [6][7] - Coinbase (COIN) is breaking out to new all-time highs, with analysts showing varied opinions on its earnings, and a very high P/E ratio of 135 [9][10] Industry Trends & Market Sentiment - The analysis spans multiple sectors, including automotive (Ferrari, Carvana), finance (Robinhood), AI infrastructure (Vertiv), and cryptocurrency (Coinbase), indicating broad market coverage [3][5][6][9] - The report notes that high P/E ratios are common among these high-growth stocks, suggesting that investors are prioritizing momentum and growth over traditional valuation metrics [2][4][7][10] - Vertiv's partnership with Nvidia is mentioned as a potential positive catalyst, foreshadowing Nvidia's upcoming earnings [9]

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 ...