Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

REVEALED: Beth kindig - The Real Truth

MSFT Could Emerge as Big Tech's Free Cash Flow King in 2027 While GOOGL, META Stay Negative: Analyst

Microsoft Corp. (NASDAQ:MSFT) could emerge as Big Tech’s strongest free cash flow generator in 2027, while Google’s parent, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META) could remain free-cash-flow negative, according to third-party estimates highlighted by I/O Fund analyst Beth Kindig.

Dear AMD Stock Fans, Mark Your Calendars for May 5

Dear AMD Stock Fans, Mark Your Calendars for May 5

AMD continues to be a major beneficiary of the AI Revolution.

Nvidia At $20 Trillion Isn't Crazy, Says Kindig — It's A Logical Outcome Of AI Spend

Nvidia At $20 Trillion Isn't Crazy, Says Kindig — It's A Logical Outcome Of AI Spend

I/O Fund’s CEO Beth Kindig has issued what may be the boldest valuation call of the AI era: Nvidia Corp (NASDAQ:NVDA) at $20 trillion by 2030.

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

OpenAI May Be Exciting, But Real Money In AI Is In These Stocks, Says I/O Fund's Beth Kindig

While OpenAI may be the “straw that stirs the AI drink” and dominates daily headlines, investors should focus on the “picks and shovels” of the artificial intelligence boom, according to Beth Kindig, lead tech analyst at I/O Fund.

Nvidia's Real 'Bottleneck' Isn't Chips, It's Power, Says Beth Kindig, Tech Analyst Shares What It Means For AI Investors

While the world is focused on the race for faster AI chips, the true bottleneck for the industry’s explosive growth is rapidly becoming power, according to a leading tech analyst from I/O Fund, Beth Kindig.

Palantir Is Well Beyond Perfect 10, It's A 'Perfect 100,' Says Beth Kindig As PLTR Has Best QoQ Growth Across AI's Biggest Players

Palantir Technologies Inc. (NASDAQ:PLTR) is back in focus after this I/O Fund analyst highlighted its soaring valuation alongside an impressive 93% year-over-year growth in its U.S. commercial business.

Steve Eisman Says We're 'Not Yet' In A Bubble Amid A Hot IPO Market: 'People Can Get Carried Away, But Valuations Correct Quickly'

Investor Steve Eisman, best known for calling out the 2008 subprime debt crisis, weighed in on whether today's market resembles a bubble as IPOs surge and retail enthusiasm fuels big price swings.

inkl

Read news from The Economist, FT, and more,
with one subscription

AI 'Revolution Is Here'—287 S&P 500 Firms Cite Artificial Intelligence On Earnings Calls In Q2

AI 'Revolution Is Here'—287 S&P 500 Firms Cite Artificial Intelligence On Earnings Calls In Q2

The artificial intelligence revolution is undeniable, with AI mentions in SP 500 earnings calls skyrocketing to an all-time high of 287 in the second quarter of 2025.

Beth Kindig Warns Of AI Software 'Bubble' Risk Amid R&D Stage, Says True Value Lies In Stocks That Are 'Participating Right Now'

Beth Kindig Warns Of AI Software 'Bubble' Risk Amid R&D Stage, Says True Value Lies In Stocks That Are 'Participating Right Now'

While investor enthusiasm for artificial intelligence (AI) continues to drive markets, technology analyst Beth Kindig has issued a specific warning: a bubble is forming, but it’s concentrated primarily in the AI software sector.

CoreWeave Just Valued Core Scientific Like It's 2021 Again

CoreWeave Just Valued Core Scientific Like It's 2021 Again

CoreWeave Inc (NASDAQ:CRWV) just made a big move — but the market didn't applaud. Shares of Core Scientific Inc (NASDAQ:CORZ) plunged nearly 21% on Monday, even as AI cloud provider CoreWeave announced it will acquire the Bitcoin (CRYPTO: BTC) miner in an all-stock deal.

Nvidia Makes 4x Intel's Revenue—But Commands Half The Forward Valuation

Nvidia Makes 4x Intel's Revenue—But Commands Half The Forward Valuation

In the battle of Silicon Valley titans, Nvidia Corp (NASDAQ:NVDA) is leaving Intel Corp (NASDAQ:INTC) in the dust – on both the income statement and the stock chart.

Why One Analyst Remains Cautious on Nvidia Heading into 2025

Why One Analyst Remains Cautious on Nvidia Heading into 2025

Analysts warn that Nvidia’s growth may peak despite its AI market leadership.

Nvidia's market cap could more than triple to $10 trillion as it enjoys an 'impenetrable' advantage over AI rivals, analyst says

Nvidia's market cap could more than triple to $10 trillion as it enjoys an 'impenetrable' advantage over AI rivals, analyst says

"The same thing is happening with Nvidia, which is that the CUDA platform is what software engineers, AI engineers are learning in order to program GPUs. So that helps lock them in. So that combination, right now, I'm calling an impenetrable moat."

1

People

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

Intel Corporation

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

415,069 stories

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play