Big Tech's elevated valuations may not be justified by pending earnings: David Bahnsen
Big Tech upcoming earnings may not aid justification of elevated valuations, Bahnsen Group's CIO David Bahnsen says. Read ...
Stocks Sink as Investors Worry About China’s A.I. Advances
Stiffer competition for the tech giants at the forefront of the artificial intelligence boom prompted investors to reassess ...
Big tech earnings won't help bail out stocks this time: Bahnsen Group
Investors and analysts were still scrambling early Monday to parse the long-term implications of what the sudden rise of China's DeepSeek AI assistant over the weekend might mean for shares of Nvidia ...
Nimble Chinese AI Model Raises Deep Questions About Chip Boom
China’s DeepSeek calls into question the driving force behind Big Tech for more than two years: that artificial-intelligence development requires huge amounts of expensive advanced chips. This push ...
YouTube Could Be Google's Next Big Thing - Reiterating Buy
Google's significant investment in AI, particularly the Gemini AI, aims to surpass competitors. See why I reiterate my buy ...