January 22, 2026 Jensen Huang, CEO of Nvidia, spoke at Davos yesterday.  And no surprise to anyone, he was bullish about the future.  His bullish comments are helping the AI stocks rally higher today. As a reminder, in 2026 outlook, our #1 most important question for the stock market is:  “how sustainable is AI growth?”   His Davos speech gave us some clues. Importantly, he dismissed the notion of an “AI bubble”, saying that infrastructure investment is still just at the begi

Despite strong near-term results, software stocks recently have been under pressure. The most commonly cited reason is AI and the threat it poses to the companies' revenue model.

The White House in conjunction with several state governments is forming a plan to "force" large tech companies to bid on long-term contracts for electricity.

AI-related stocks are falling today on news on Oracle and Amazon. And we have an update on the Fed Chair race. Apparently, the decision is still up in the air.

Three months ago, Oracle announced a massive cloud computing contract. That contract seemed to catapult the company into the mega-tier of top AI cloud providers. But the story is turning out to be rocky.

December 3, 2025 Summary Amazon is hosting its Amazon Web Services (AWS) conference this week. So there's lots of chatter about its AI offering relative to competitor AI cloud providers. We'll also talk briefly about monthly payrolls from ADP. In absence of the regular govn jobs figures (delayed by the shutdown), the ADP reports have taken on greater importance. Amazon AWS Amazon is hosting its AWS conference this week.  The company gave an update on the release of its own

Google is emerging as not only a leading AI model company (with Gemini) but now also is marketing its own line of AI processors with partner Broadcom.

The market is rallying back today, after last week's pullback. AI stocks are recovering strongly. Lightning round of updates from a few key stocks.

NVDA reported earnings last night. Here are our thoughts after the report.