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The Trade Desk: The Easy Money Has Been Made, But Why I'm Staying Long
The Trade Desk navigates macro headwinds while gaining share in digital ads, setting up for long-term growth despite premium ...
OpenAI said to have tapped Google for AI chips in a shift away from Nvidia
The deal for GOOG’s tensor processing units (TPU) marks a supplier diversification for OpenAI, which has relied on NVDA chips in the past to train its AI models and for inference computing, a process ...
US stock market ends higher; S&P 500, Nasdaq hit record close on trade deal, US Fed rate cut hopes
Nvidia share price gained 1.8%, edging closer to $4 trillion market capitalization, while Amazon shares rallied 2.85%. Micron ...
Okta: It's Not Dead Money At All (Rating Upgrade)
OKTA's strong margins and platform stickiness make it a value play despite slow growth. Click to learn more about OKTA's AI ...
Micron: Mispriced Growth Stock Offers Rich Return Prospects
Read here for an update on Micron (MU) stock's growth amid recovering memory demand, data-center trends, and HBM advancements.