AI
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Stock of the Week – Schneider Electric: The Quiet Foundation of the AI and Global Electrification Revolution
The race for artificial intelligence is most often presented as a competition for more powerful chips, better models, and larger…
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Tesla surges 4% after earnings supporting sentiments Wall Street
Yesterday’s U.S. earnings calendar was clearly dominated by Tesla (TSLA.US), which beat market expectations on both earnings per share and…
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Microsoft – Is the Giant Already Undervalued?
Key takeaways Attractive Valuation Metrics: With a forward P/E of 22x (25% below the 5-year average) and a PEG ratio…
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“AI” Layoffs: Is it a fiction?
Headlines about successive layoffs, carried out or planned, mostly in the US and mostly in technology-related sectors, have become a…
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AllBirds – From sneakers to AI, can It work?
Allbirds shares surged more than 500% in today’s session, with the price jumping from roughly $2.5 to around $18, after…
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Software Stocks Rebound
The market mood is upbeat as we move through Tuesday. US equity futures are edging higher, and the rally in…
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Novo Nordisk Announced a Strategic Partnership With Open AI
Shares of Novo Nordisk (NVO.US), listed in the U.S., are up nearly 3% following the announcement of a strategic partnership with…
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Tech Talk – SaaS-Pocalypse
Despite moderately cautious investor sentiment, today’s session marks yet another day of sharp declines for software stocks. This move is…
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CoreWeave – Lifeline or Break-through?
CoreWeave is a cloud infrastructure operator and software distributor, both focused on artificial intelligence. It is not a brand as…
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Stock of The Week – ASML
The Race for Artificial Intelligence is Most Often Associated with Tech Giants Like NVIDIA, Microsoft, and Alphabet. These companies design chips,…
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