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Market Analysis

AMD vs. Arm vs. Intel: The Best Stock to Play the Rise of Agentic AI

With the rise of agentic AI, the number of central processing units (CPUs) used within AI data centers is set to explode. While graphics processing units (GPUs) are good at providing raw computing power, CPUs act more l…

5 min read

Goldman lists 3 non-AI investment themes

Sam Azzarello: What's next for markets and the global economy after a year defined by escalating tariffs, persistent geopolitical tensions, and the rise of artificial intelligence across industries?

35 min read

Will the Fed hike interest rates this month?

In his first public comments since the Federal Open Market Committee (FOMC) meeting in June, new Fed Chair Kevin Warsh stated that “prices are too high” while speaking at the ECB (European Central Bank) Forum on Central…

10 min read

Great News for Nvidia Stock Investors!

Fool.com contributor Parkev Tatevosian discusses what the news could mean for Nvidia (NASDAQ: NVDA) stock investors.

1 min read

Meta and Anthropic Discuss $10B AI Infrastructure Agreement

Meta Platforms Inc. (NASDAQ: $META) is in talks to lease as much as $10 billion of computing capacity to Anthropic, opening a possible path into the AI cloud market as demand for chips and data center access continues t…

2 min read

Does ‘token shock’ hurt AI adoption?

The "tokenmaxxing" trend has drawn scrutiny from auditors and risk officers, who are now conducting deeper reviews of how artificial intelligence tokens are consumed, not just how many are used. As enterprises grapple w…

5 min read