Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.
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Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.
AI Is Eating Software - 4 AI Stocks to Keep You off the Menu
Investing in Intelligence: AI Stocks and Options
30 minutes
4 months ago
AI Is Eating Software - 4 AI Stocks to Keep You off the Menu
AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...
Investing in Intelligence: AI Stocks and Options
Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.
