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Author Archive - Usman Kabir

Arm Holdings (ARM): Redefining AI with Optimized Processors and Llama Integration

We recently published a list of Coatue’s 35 Most Important AI Stocks.

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January 30 - News

Super Micro Computer (SMCI): Revolutionizing AI with High-Performance Servers

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Super Micro Computer, Inc.

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January 30 - News

Semtech Corporation (SMTC): Driving AI Innovation with Advanced Semiconductor Solutions

We recently published a list of Coatue’s 35 Most Important AI Stocks.

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January 30 - News

Coherent Corp. (COHR): Leading AI Datacom Growth with Engineered Materials

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Coherent Corp.

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January 30 - News

Equinix (EQIX): AI-Optimized Data Centers Driving Infrastructure Demand

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Equinix, Inc.

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January 30 - News

Dell Technologies (DELL): Accelerating AI with Generative Solutions and Partnerships

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Dell Technologies Inc.

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January 30 - News

Analog Devices (ADI): AI-Enabled Growth Backed by Strong Financial Performance

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Analog Devices, Inc.

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January 30 - News

ASML Holding (ASML): Shaping AI’s Future with Cutting-Edge EUV Lithography

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where ASML Holding N.V.

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January 30 - News

Lam Research (LRCX): Innovating AI Semiconductor Manufacturing for Higher Performance

We recently published a list of Coatue’s 35 Most Important AI Stocks.

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January 30 - News

Amazon.com, Inc. (AMZN): The Powerhouse of Ecommerce and Generative AI Innovations

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Amazon.com, Inc.

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January 30 - News

Morgan Stanley’s 15 Best European AI Stocks

In August last year, investment bank Morgan Stanley released an investor note highlighting that even though the chaos around prominent AI firms had somewhat subsided, an AI rumbling...

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January 30 - Hedge Funds, News

Coatue’s 35 Most Important AI Stocks

Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.

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January 30 - Hedge Funds, News

Costco Wholesale Corporation (COST): Membership-Driven Growth and Strategic Expansions

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff.

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January 30 - News

Walgreens Boots Alliance (WBA): Consistent Growth Across Global Markets

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Walgreens Boots Alliance, Inc.

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January 30 - News

Walmart Inc. (WMT): Leading Global Retail with Expansion and Cross-Border Services

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Walmart Inc.

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January 30 - News

Vistra Corp. (VST) Delivers Strong Q3 2024 Earnings with $1.85B Net Income, Secures Major Solar PPAs with Amazon and Microsoft

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Vistra Corp.

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January 30 - News

Is Broadcom Inc. (AVGO) the Safe Stock to Buy for the Long Term in 2025?

We recently published a list of 12 Safe Stocks to Buy for the Long Term in 2025. In this article, we are going to take a look at where Broadcom Inc.

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January 30 - News

Tenet Healthcare (THC): Streamlining Clinical Documentation with AI-Powered Solutions

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff.

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January 30 - News

Pinterest, Inc. (PINS): Boosting Engagement and Ad Performance with Generative AI Features

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Pinterest, Inc.

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January 30 - News

IQVIA Holdings Inc. (IQV): Driving Healthcare Advancements with NVIDIA AI Collaboration

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where IQVIA Holdings Inc.

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January 30 - News

ZoomInfo Technologies (ZI): AI-Driven Market Intelligence Innovation

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where ZoomInfo Technologies Inc.

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January 30 - News

Lear Corporation (LEA): Leading Automotive Innovation in E-Systems

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff.

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January 30 - News

Fidelity National Financial (FNF): Innovating Real Estate Digitalization

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Fidelity National Financial, Inc.

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January 30 - News

Brown & Brown, Inc. (BRO): Profitable Growth in Global Insurance

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Brown & Brown, Inc.

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January 30 - News

Jones Lang LaSalle (JLL): AI and Real Estate Investment Leadership

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff.

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January 30 - News

Robert Half Inc. (RHI): AI-Enhanced Recruitment Redefined

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Robert Half Inc.

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January 30 - News

Kemper Corporation (KMPR): Profitable Growth in Insurance Solutions

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff.

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January 30 - News

First American Financial (FAF): Pioneering Real Estate Tech Solutions

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff.

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January 30 - News

Science Applications International (SAIC): Revolutionizing IT with ReadyOne

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff.

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January 30 - News

Hawaiian Electric (HE): Advancing Wildfire Prevention with AI

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Hawaiian Electric Industries, Inc.

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January 30 - News

Clarivate Plc (CLVT): Driving Innovation in Information Services

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff.

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January 30 - News

Is Johnson & Johnson (JNJ) the Safe Stock to Buy for the Long Term in 2025?

We recently published a list of 12 Safe Stocks to Buy for the Long Term in 2025.

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January 29 - News

Is Thermo Fisher Scientific Inc. (TMO) the Safe Stock to Buy for the Long Term in 2025?

We recently published a list of 12 Safe Stocks to Buy for the Long Term in 2025. In this article, we are going to take a look at where Thermo Fisher Scientific Inc.

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January 29 - News

Coherent Corp. (COHR) Reports Strong Q4 Growth, Strengthens AI Position with GE Vernova Partnership

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Coherent Corp.

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January 29 - News

Dell Technologies Inc. (DELL) Increases Dividend by 20%, Strengthens AI Leadership at NVIDIA GTC 2025

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Dell Technologies Inc.

Keep Reading →

January 29 - News

Iron Mountain Incorporated (IRM) Reports Strong Q3 Growth with 12.2% Revenue Increase, Driven by AI-Powered Solutions

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Iron Mountain Incorporated (NYSE:IRM) stands against...

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January 29 - News

Arm Holdings plc (ARM) Reports Record Q3 Revenue, Expands AI Influence with F1 Partnership

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against the other...

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January 29 - News

Applied Materials, Inc. (AMAT) Reports Record $27.18B Revenue in FY 2024, Advances AIx Platform for Semiconductor Innovation

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Applied Materials, Inc.

Keep Reading →

January 29 - News

Amazon.com, Inc. (AMZN) Reports Strong Q3 2024 Growth with $158.9 Billion in Sales, Advances AI with $50 Million Generative AI Initiative and $11 Billion Investment

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Amazon.com, Inc.

Keep Reading →

January 29 - News

Microsoft Corporation (MSFT) Delivers $9 Billion in Shareholder Returns, Strengthens AI Integration with $80 Billion Investment in FY 2025

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against...

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January 29 - News

Meta Platforms, Inc. (META) Reports 19% YoY Revenue Growth in Q3 2024, Boosted by Strong AI Investments and Continued Profitability

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Meta Platforms, Inc.

Keep Reading →

January 29 - News

NVIDIA Corporation (NVDA) Reports 33% QoQ EPS Growth in Q3 2024, Driven by Exceptional Profitability and AI Innovation

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the...

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January 29 - News

Alphabet Inc. (GOOG) Sees 34% Net Income Growth in Q3 2024, Boosted by Strong Search, Cloud Performance, and AI Innovations

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Alphabet Inc.

Keep Reading →

January 29 - News

Apple Inc. (AAPL) Reports 6% Revenue Growth in Q4 2024, Driven by New Product Launches and AI Integration

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Apple Inc.

Keep Reading →

January 29 - News

Taiwan Semiconductor Manufacturing Company Limited (TSM) Reports 39% YoY Revenue Growth and Advances with 2nm Technology

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited...

Keep Reading →

January 29 - News

Broadcom Inc. (AVGO) Reports 51% Revenue Growth in FY 2024, Plans to Expand Partner Ecosystem with New Training and Tools

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Broadcom Inc.

Keep Reading →

January 29 - News

Micron Technology (MU) Reports Strong FY 2024 with $25.11B Revenue, Positioned for Growth in Generative AI with HBM3E and DDR5

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Micron Technology (NASDAQ:MU) stands against the other...

Keep Reading →

January 29 - News

Advanced Micro Devices, Inc. (AMD) Posts Strong Q3 2024 with $6.8B Revenue, Expands Gaming Product Line with New Ryzen Processors

We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Advanced Micro Devices, Inc.

Keep Reading →

January 29 - News

Voya Financial, Inc. (VOYA): Revolutionizing Investments with AI-Driven Collaborative Alpha

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Voya Financial, Inc.

Keep Reading →

January 29 - News

Marsh & McLennan Companies, Inc. (MMC): Empowering Productivity Through Generative AI Tools

We recently published a list of 35 Non-Tech AI Opportunities Amid DeepSeek Selloff. In this article, we are going to take a look at where Marsh & McLennan Companies, Inc.

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January 29 - News

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