Portfolio Pros

Nvidia is investing billions into this emerging tech that could change AI

Nvidia is investing billions into this emerging technology that could change the AI industry Photonics is considered to be a more efficient alternative to the current process of transferring data using electricity, which could be crucial to the AI boom.

https://www.barrons.com/articles/nvidia-nvda-stock-price-ai-chips-cfe27c9d

Nvidia Has a Plan to Get the Stock Moving Again Nvidia is offering more details about its data-center business. The new disclosure is meant to assuage investor worries about future growth.

NextEra to buy Dominion in a deal that unites key players in the race to power AI

NextEra Energy to buy Dominion in deal that unites two key players in race to power AI data centers Dominion powers the world's largest data center market in Northern Virginia. NextEra is the biggest renewable energy developer in the U.S.

Historically, when the 30-year yield has held above 5% for extended periods, it has preceded significant market corrections, such as during the 2000 Dot-com crash and the 2008 Financial Crisis. Keep an eye on how long this yield stays above 5%.

The net profit figures from Nvidia are absolutely staggering

Sometimes a coupe solid sector ETFs is all you need to participate in a long term revolution.

It’s difficult to comprehend the price action of AI stocks but what is that same price movement telling us about potential future earnings and growth?

Sometimes revolutions, while volatile in terms of price action, can be underpriced over the long term. People scream bubble but those aren’t actually all that common. Many times the market itself is telling us where to pay attention.

Data Center spending is holding up the US economy with massive investments to meet compute demands

The rapid evolution of AI capabilities has software stocks on the ropes but is that justified? Are enterprise level software providers oversold? Or are they truly vulnerable to swift disruption?

Nasdaq has only had a 12 day winning streak 3 times in its entire history. There has never been a 13 day streak.

Today was day 12.