Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

The Latest Breaking News from Doug Clinton

AAPL, HPQ, SNDK, WDC: Gene Munster Says 'Memory Hog' AI Will Trigger a Massive 2027 Upgrade Cycle

Deepwater Management Managing Partner Gene Munster predicts a major enterprise and consumer hardware refresh cycle beginning in 2027, driven by resource-intensive artificial intelligence applications that demand far greater memory capacity.

Wall Street Is Betting on Nuclear Energy, But Legendary Investor Peter Thiel Just Ditched This 1 Key Power Stock

Wall Street Is Betting on Nuclear Energy, But Legendary Investor Peter Thiel Just Ditched This 1 Key Power Stock

The Trump administration has supported a major rally in nuclear energy shares, but VST may have now become overvalued.

New Apple iPhones Are Flying Off the Shelves in China. Does That Make AAPL Stock a Buy Today?

New Apple iPhones Are Flying Off the Shelves in China. Does That Make AAPL Stock a Buy Today?

Apple stock is extending gains on reports the company’s iPhone Air is seeing massive initial demand in China. Here’s how you should play AAPL shares at current levels.

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Deepwater's Doug Clinton Says Apple, Amazon's AI Stories Are Weak: From Nvidia To Meta, Here's What His AI Models Are A Fan Of

Doug Clinton, CEO of Intelligent Alpha and Co-founder of Deepwater Asset Management, believes Apple Inc. (NASDAQ:AAPL) and Amazon.com Inc. (NASDAQ:AMZN) are lagging in the artificial intelligence race compared to their tech giant peers.

Nvidia Stock Is Staring Down a New $1 Trillion Opportunity. How Should You Play NVDA Here?

Nvidia is going after an estimated $1 trillion custom AI agents opportunity with the launch of NeMo microservices. Experts remain largely bullish on NVDA shares for 2025.

This ETF uses ChatGPT to invest like Warren Buffett

Named for stock trading expert Jesse Livermore, the ETF will blend investment strategies using ChatGPT, Anthropic’s Claude and OpenAI.

Nvidia’s market cap will soar to $50 trillion—yes, trillion—says early investor in Amazon and Tesla

In the next 10 years, Nvidia’s value could be worth more than the entire S&P 500 today, tech investor James Anderson predicted.

inkl

Read news from The Economist, FT, and more,
with one subscription

3 Big Questions Before Investing In Private Or Publicly-Traded Companies From Loup Ventures' Doug Clinton

3 Big Questions Before Investing In Private Or Publicly-Traded Companies From Loup Ventures' Doug Clinton

The co-founder and managing partner of a technology-driven venture capital firm shared his three key questions to ask before investing in a company.

How AOL And AIM Paved The Way For Apple, iMessage, Twitter And Facebook

How AOL And AIM Paved The Way For Apple, iMessage, Twitter And Facebook

Before every cell phone had text messaging and social media platforms like Facebook and Twitter Inc. (NYSE: TWTR) existed, there was AOL Instant Messager, better known as AIM.

What Could A Salesforce NFT Cloud Mean?

What Could A Salesforce NFT Cloud Mean?

Cloud computing company Salesforce.com (NYSE: CRM) could be entering the non-fungible token space according to a report from employees. Here’s a look at what that could mean.

Like It Or Not, Super Bowl Ads Show There Are 'Alternatives To Tesla Coming,' Says Analyst

Like It Or Not, Super Bowl Ads Show There Are 'Alternatives To Tesla Coming,' Says Analyst

Electric vehicle ads in the latest Super Bowl game are an indication that competition for Tesla Inc (NASDAQ: TSLA) is on the way, Loup Funds analysts Gene Munster and Doug Clinton said on M

Why Analyst Thinks Coinbase Is On Track To Become A 'Generational Company'

Why Analyst Thinks Coinbase Is On Track To Become A 'Generational Company'

Loup Funds analysts Gene Munster and Doug Clinton touched on Coinbase Global Inc (NASDAQ: COIN) in a recent video after the company aired an advertisement featuring a QR code in the Super Bowl.

Peloton Story Not Fully Written Yet: Analyst Counts Bike Maker Among 'Generational Companies' Alongside Apple, Amazon

Peloton Story Not Fully Written Yet: Analyst Counts Bike Maker Among 'Generational Companies' Alongside Apple, Amazon

Loup Funds analysts Gene Munster, Doug Clinton, and Andrew Murphy discussed Peloton Interactive Inc’s (NASDAQ: PTON) attempts to “steady the ship” as the fitness equipment maker undergoes a leadership change.

FAANG No More? Facebook, Netflix 'Fracturing' Away From Elite Tech Group, Says Gene Munster

FAANG No More? Facebook, Netflix 'Fracturing' Away From Elite Tech Group, Says Gene Munster

Mark Zuckerberg-owned Meta Platforms Inc (NASDAQ: FB) and online video streaming platform Netflix Inc (NASDAQ: NFLX) are fracturing away from the elite FAANG group, Loup Funds co-founder

Get all your
news in one place.

100's of premium titles.
One news app.

Why These Analysts Think Spotify Will Be 'Just Fine' Despite Raging Joe Rogan Controversy

Loup Funds analysts Gene Munster and Doug Clinton said Monday that Spotify Technology SA (NYSE: SPOT) is going to be “just fine” in the end despite the raging controversy over Joe Rogan and COVID-19 pandemic.

Sony-Bungie, Microsoft-Activision: Analysts Think This Is Just The Beginning Of A M&A Spree In The Gaming Industry

Loup Funds analysts Gene Munster and Doug Clinton said during a discussion Monday that there is a build-up of urgency around the acquisition of gaming content after a recent flurry of mergers and acquisitions.

1

People

212,759 stories

Mark Zuckerberg

Aswath Damodaran

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

417,120 stories

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play