FOUND: Ted mortonson - You Need To See This

Yes, Artificial Intelligence Stocks Are Booming

It's fair to ask about the latest tech boom, "Is it really different this time?"

Kiplinger · Jan 27

Meta Spending Big On AI Talent But Will It Pay Off?

Mark Zuckerberg and Meta are spending billions of dollars for top talent to make up ground in the generative artificial intelligence race, sparking doubt about the wisdom of the spree.

International Business Times · Jun 30, 2025

Salesforce just dropped $8 billion on Informatica. Here's why it's key to Marc Benioff's ambitious bet on AI agents

Salesforce CEO Marc Benioff has previously come under activist pressure for his aggressive M&A strategy.

Fortune · May 27, 2025

Nvidia analyst predicts 'jaw-dropper' Q3 earnings—others on Wall Street are not so sure

Multiple analysts said Wednesday’s call could prove to be a “sell the news” event, just like last quarter.

Fortune · Nov 19, 2024

Nvidia’s Q2 earnings could spark an AI rally—or a selloff

Nvidia’s earnings are a referendum on both AI investment and the semiconductor industry, multiple industry analysts told Fortune.

Fortune · Aug 27, 2024

Big Tech is using massive free cash flows to pay more dividends

Silicon Valley behemoths like Meta, Alphabet, Microsoft and Apple can afford to pay shareholders while still spending on R&D.

Fortune · Jul 31, 2024

Will Big Tech earnings calls stop massive stock market rotation?

Most of the tech giants maintain immense profitability and a head start in the AI race, but more good news might not buoy the markets.

Fortune · Jul 26, 2024

The 'Magnificent Seven' have dragged the S&P to record highs. Will the moniker remain relevant?

Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla accounted for half of the S&P 500’s total gains last year, according to Morgan Stanley.

Fortune · Jul 15, 2024