Stocks To Buy

So the Fed just cut rates by a quarter point – their second cut this year – and you'd think Wall Street would be throwing a party, right? Wrong. Markets actually sold off because Jerome Powell basically said "don't get too comfortable, folks" about future cuts. Here's the thing though: the Fed is becoming irrelevant. I know, I know – that sounds like financial heresy. But hear me out. We're living in the AI economy now, and AI doesn't care if Powell ...
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So the Fed just cut rates again – quarter point, nothing fancy – and instead of markets doing their usual happy dance, they basically shrugged and went back to scrolling TikTok. Why? Because Jerome Powell had the audacity to suggest that maybe, just maybe, they won't cut again in December. Cue the dramatic gasps from Wall Street. But here's the thing that's got me scratching my head: Why are we still pretending the Fed is the main character in this story? The Old ...
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Remember when getting a government contract was the golden ticket to stock market glory? Those days are so last year. Now, the real magic happens when you get a text from Sam Altman or Jensen Huang saying "hey, want to be friends?" OpenAI and Nvidia have basically become the stock market's fairy godparents, except instead of turning pumpkins into carriages, they turn random Tuesday announcements into billion-dollar market cap bumps. It's like having the Midas touch, but for semiconductors and chatbots. The ...
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Remember when your friend told you to buy that "boring" data storage company because "AI needs somewhere to put all its stuff"? Well, turns out they weren't wrong. Seagate Technology (NASDAQ: STX) just dropped earnings that made Wall Street do a double-take, and the stock shot up 19% faster than you can say "I should have bought more." Here's the deal: Seagate makes the hard drives that store all the data powering our AI-obsessed world. Think of them as the digital ...
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Remember when everyone was saying AI was overhyped? Yeah, about that... The latest earnings reports just dropped, and spoiler alert: the AI boom is still very much booming. While the skeptics keep waiting for the bubble to burst, companies like ASML, Taiwan Semiconductor, and a bunch of other tech giants just served up another round of "hold my beer" moments. The Numbers Don't Lie (Even When We Wish They Would) Let's start with ASML – the company that makes the machines that make ...
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Remember when PayPal was just that thing you used to buy questionable items on eBay? Well, the digital payments dinosaur just pulled off something pretty slick, and investors are throwing money at it like it's 1999. PayPal's stock jumped 11% on Tuesday after announcing they're buddying up with OpenAI to let ChatGPT users pay for stuff without leaving the chat. Yeah, you read that right – you can now go from "Hey ChatGPT, find me a new coffee maker" to actually ...
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Remember when Jensen Huang basically told everyone to chill out about quantum computing? Yeah, that was January. Fast forward to now, and the Nvidia CEO is practically doing backflips over quantum stocks. Talk about a plot twist worthy of a Netflix series. Here's the tea: Back in January, Huang was the ultimate quantum buzzkill, saying we were "at least 15 to 20 years away" from useful quantum computers. Ouch. But by June? Complete 180. Suddenly quantum computing was "reaching an inflection ...
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Remember all those "AI is overhyped" takes floating around? Yeah, about that... This earnings season just delivered a reality check to the skeptics, and spoiler alert: the AI boom isn't slowing down. If anything, it's hitting the gas pedal harder. The Numbers Don't Lie (Even When We Wish They Would) Let's start with ASML, the Dutch company that makes the machines that make the chips. Think of them as the ultimate middleman in the semiconductor food chain. Their bookings jumped to $6.28 billion ...
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