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The Globe and Mail

The Globe and Mail offers the most authoritative news in Canada, featuring national and international news

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The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > Motley%20Fool > 4326433 > this-was-situational-awareness-s-top-5-holdings-at-the-end-of-q2-they-re-all-on-sale-now

Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now

2+ week, 1+ day ago   (707+ words) late July. Recent 13-F filings show which AI stocks the fund held before it collapsed. The top five holdings offer a good balance of exposure to different components of the AI sector. The tale of Icarus, the boy who flew…...

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theglobeandmail.com > investing > markets > stocks > ARM > pressreleases > 4352998 > prediction-this-ai-infrastructure-stock-will-soar-after-sept-3-hint-its-not-broadcom

Prediction: This AI Infrastructure Stock Will Soar After Sept. 3 (Hint: It's Not Broadcom)

1+ week, 6+ day ago   (659+ words) Ciena is capitalizing on the fast-growing demand for optical components. The supply shortage in this niche is giving the company's earnings a massive boost. Ciena has...further after reporting solid results and guidance. The artificial intelligence (AI) infrastructure juggernaut...bellwether…...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > Motley%20Fool > 4381644 > amd-s-instinct-systems-are-now-live-in-saudi-arabia-here-s-what-the-next-250-megawatts-are-worth-to-the-stock

Are Now Live in Saudi Arabia -- Here's What the Next 250 Megawatts Are Worth to the Stock

1+ week, 4+ day ago   (617+ words) infrastructure is live in Saudi Arabia and serving customers. The partners plan up to 250 megawatts more beginning in 2027, on the way to as much as 1 gigawatt by 2030. AMD's...heavily on multiyear commitments that stretch far into the future, I think…...

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theglobeandmail.com > investing > markets > stocks > CVS > pressreleases > 3899630 > 3-sp-500-stocks-with-open-questions

3 S&P 500 Stocks with Open Questions

3+ week, 5+ day ago   (356+ words) The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t...which is why we built StockStory to help you navigate the market. That said, here are three S&P 500 stocks that don’t make the…...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > Motley%20Fool > 4483611 > nvidia-palantir-and-meta-platforms-are-rattling-wall-street-with-this-18-6-billion-warning

Nvidia, Palantir, and Meta Platforms Are Rattling Wall Street With This $18.6 Billion Warning

5+ day, 7+ hour ago   (466+ words) decisive net sellers of their company’s stock over the last half-decade. Additionally, insider buying has...Street's nearly four-year bull market quite like the evolution of artificial intelligence (AI). Empowering software and systems with the tools to make autonomous, split-second decisions......

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > motley > 3998000 > i-ve-covered-semiconductors-for-years-nvidia-is-my-no-1-pick-heading-into-2027

I've Covered Semiconductors for Years. Nvidia Is My No. 1 Pick Heading Into 2027.

2+ week, 6+ day ago   (256+ words) ticker is set to run into next year. What keeps me in the stock heading into 2027 is how demand and pricing...infrastructure, with Nvidia designing and supplying the platforms. Rental pricing for H100s and B200s tells the same story. One year, H100 rates…...

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theglobeandmail.com > investing > markets > stocks > MSFT-Q > pressreleases > 4344356 > broadcom-or-amd-here-s-why-the-market-is-pricing-the-same-ai-boom-so-differently-across-2-chip-stocks

Broadcom or AMD? Here's Why the Market Is Pricing the Same AI Boom So Differently Across 2 Chip Stocks.

2+ week, 4+ hour ago   (511+ words) Broadcom is the steadier AI infrastructure play, benefiting from its custom chip design business,...greater upside potential as it challenges Nvidia in the AI accelerator market, but it carries more risk....Platforms. Each of these chips is narrowly built for…...

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theglobeandmail.com > investing > markets > stocks > NUE > pressreleases > 4499737 > 3-top-rated-value-stocks-to-buy-now

3 Top-Rated Value Stocks to Buy Now

4+ day, 19+ hour ago   (768+ words) Finding the best value stocks to buy in this market is a delicate balancing act. Value investing is a religion to many folks, the same way bargain hunting at flea markets or coupon...a pride that value investors have about…...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > motley > 4523350 > the-overlooked-chip-stock-poised-to-outperform-nvidia-amd-and-broadcom-in-the-ai-semiconductor-boom

The Overlooked Chip Stock Poised to Outperform Nvidia, AMD, and Broadcom in the AI Semiconductor Boom

3+ day, 19+ hour ago   (442+ words) wins, is likely to translate into stronger growth for the company. The company's valuation is attractive right now, which could pave the way for a nice surge in its stock price over the next three years. Nvidia, Advanced Micro Devices,…...

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theglobeandmail.com > investing > markets > markets-news > motley > 4466392 > meet-the-nvidia-backed-stock-that-s-growing-at-a-454-pace-it-s-a-screaming-buy-right-now

Meet the Nvidia-Backed Stock That's Growing at a 454% Pace (It's a Screaming Buy

1+ week, 7+ hour ago   (360+ words) rate is almost hard to believe. Nebius is one of the fastest-growing, publicly traded cloud computing...in. Its growth should propel it to new heights over the next few years, making it a smart stock to buy now. I'll cut…...

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