Explore 3 Stock Ideas & Industry Insights Download Free Report

Artificial Intelligence

Next Catalyst: Swarmer (NASDAQ: SWMR) Labs Plans AI Strategy Discussion During 2026 Earnings Release

Swarmer Labs (NASDAQ: SWMR) intends to address its artificial intelligence initiatives in the upcoming 2026 earnings release, positioning the discussion as a future catalyst for growth.

Vinay Lochav | 28 July 2026

Alphabet's $205B Capital Expenditure Plan Boosts Semiconductor Stocks

Alphabet is poised to enhance its capital expenditures significantly, with expectations to invest between $195 billion and $205 billion by 2026. Such substantial investments largely cater to the growing demand for cloud services and artificial intelligence technology, which has raised expectations across the semiconductor …

Vinay Lochav | 28 July 2026

Credit Spread Tightening Threatens Tech Borrowers Before Major Earnings Reports

AI‑linked corporate bonds are seeing widening spreads as investors question the sustainability of recent funding, a trend that could raise borrowing costs for tech firms ahead of the upcoming Meta and Microsoft earnings releases. Investors should monitor the bond market for early signals of …

Vinay Lochav | 28 July 2026

Naver Surges 10% Following Nvidia's $1 Billion Investment Commitment

Naver's shares rose 10% after Nvidia unveiled plans to invest $1 billion for a stake in the company. This investment will enable the expansion of AI data centers in South Korea, enhancing capabilities in a rapidly growing sector.Key HighlightsNaver's share price increased by 10% …

Vinay Lochav | 28 July 2026

Anthropic Deal Boosts AMD Stock by 1.45% Amid Growth Potential

Advanced Micro Devices (AMD) has made significant headlines with its recent partnership with Anthropic, a prominent AI startup. This collaboration underscores a strategic pivot toward the burgeoning artificial intelligence market. Following the announcement on July 22, AMD's shares rose by 1.45%, reinforcing investor confidence …

Vinay Lochav | 28 July 2026

Jim Cramer Warns After $250 B Nvidia Deal: Margin AI/Data‑Center Positions Must Be Sold

Jim Cramer’s abrupt advisory to liquidate margin‑financed AI and data‑center positions is reshaping short‑term trading behavior across the technology sector. By mandating a sell‑off deadline of 9:30 a.m. the next morning, he aims to remove leveraged exposure before any price movement can exacerbate risk. …

Vinay Lochav | 28 July 2026

NextBoat Inc. completes Rebrand, Aims at $57 Billion Marine Market with AI

NextBoat Inc. has formally transitioned its corporate identity, moving away from its prior branding. Effective in late May 2026, this change underscores the firm’s commitment to modernizing the scattered pre‑owned boat market and pursuing a larger portion of the $57 billion U.S. marine sector.

Vinay Lochav | 28 July 2026

Nvidia, OpenAI Discuss $250 Billion Backstop for AI Infrastructure

Nvidia, OpenAI Engage in Major Funding Talks

Vinay Lochav | 28 July 2026

AI Regulation Faces Challenge as 2,000 Proposals Lack Long-Term Framework

The recent surge of over 2,000 proposals targeting AI governance raises significant concerns regarding regulatory clarity. Despite the quantity, none of these initiatives establish a long-term framework necessary for sustainable growth and innovation in the industry. This void leaves investors and market participants managing …

Vinay Lochav | 28 July 2026

AI Pioneer Vasant Dhar Advises Caution Amid ChatGPT Investment Surge

AI has become a transformative force across multiple sectors, and the financial industry is no exception. Vasant Dhar, a key figure in bringing artificial intelligence to Wall Street in 1994, has raised eyebrows by expressing skepticism about employing tools like ChatGPT in investment decisions. …

Vinay Lochav | 28 July 2026
Support

Hi! How can we help you today?

Loading…