To The Moon

Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia 'have absolutely no idea what they're talking about'. Last Friday afternoon, Jeffrey Emanuel sat down in his Brooklyn apartment and started writing a blog post. For hours, he pounded away on his keyboard while his wife kept their young children occupied and brought him food. Emanuel worked late into the night, and by early Saturday morning he had written nearly 12,000 words.Emanuel's argument shook Silicon Valley not because he claimed that the big U.S. technology companies were misleading or deceitful. His main point was simply that they were nowhere near as smart and efficient as Wall Street was touting them as. The big tech companies had built and trained their artificial-intelligence breakthroughs using tremendous amounts of data and advanced compute resources that required them to pay for Nvidia's data-center hardware, which is sold at very high gross margins. Emanuel pointed out that a China-based co

We recently compiled a list of the 8 Best Value Dividend Stocks to Invest in According to Warren Buffett.In this article, we are going to take a look at where Occidental Petroleum Corporation stands against the other dividend stocks.Many experienced economists and investors today take inspiration from Warren Buffett’s strategies. His focus on value investing played a key role in building his fortune. This investment philosophy involves purchasing undervalued stocks or businesses when market sentiment drives prices lower and holding them for the long term. Buffett has made some of his most successful investments by capitalizing on opportunities when others were selling out of fear.Value investing remains one of the most widely used investment strategies, having generated substantial returns over time. A report from Bank of America highlighted its long-term success, showing that since 1926 through 2023, value stocks have delivered a total return of 1,344,600%, significantly outperformin

SoFi Technologies Inc. provided mixed first-quarter guidance, with profitability expected to be below Wall Street forecasts but revenue above — and that’s sending the stock sinking more than 12% in early Monday trading.The financial-technology company SOFI expects $725 million to $745 million in adjusted net revenue for the first quarter. Analysts were modeling $688 million. SoFi is also targeting $175 million to $185 million in adjusted earnings before interest, taxes, depreciation and amortiza

$D-Wave Quantum$ CEO Alan Baratz says $Nvidia$ CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard today, “not 30 years from now, today.”

— President Joe Biden’s administration plans one additional round of restrictions on the export of artificial intelligence chips from the likes of Nvidia Corp. just days before leaving office, a final push in his effort to keep advanced technologies out of the hands of China and Russia.Nvidia objected to the proposal in a statement. “A last-minute rule restricting exports to most of the world would be a major shift in policy that would not reduce the risk of misuse but would threaten economic growth and US leadership,” Nvidia said.Earlier: US Discusses Capping Nvidia AI Chip Sales to Some Countries. The measures build on years of curbs that already limited the ability of American chipmakers like Nvidia and Advanced Micro Devices Inc. to sell advanced processors in China and Russia. The US also has sought to prevent adversary nations from accessing cutting-edge US technology through intermediaries in places like the Middle East and Southeast Asia. Data centers are strategically crucial

Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn't mention Rubin, the company's next chip familyNvidia Corp. shares made a run higher in the days leading up to Chief Executi

SoFi Technologies Inc : Kbw Cuts to Underperform From Market Perform; Raises Target Price to $8 From

We recently published a list of 10 Worst ARK Stocks To Buy According to Short Sellers. In this article, we are going to take a look at where SoFi Technologies, Inc. stands against other worst ARK stocks to buy according to short sellers.Cathie Wood ofARK Investmentis one of Wall Street’s most well-known hedge fund bosses. In a hedge fund industry dominated by players that focus on quantitative trading, value stocks, and balanced portfolios, Wood stands out from the pack by focusing on disruptive innovation and firms that she and her firm believe will change the world.At the heart of Ark Invest’s trading strategy is the fund’s flagship ARK Innovation ETF fund. Over the past five years, this fund has gained a modest 23% which is substantially lower than the flagship S&P index’s 93.5%. Zooming into its 2024 performance, this fund has gained 20.5% while the index is up by 28.3%.

The U.S. Department of Justice has aggressively pursued Google as a monopolist in recent years, going back to the first Trump administration. And it's gotten a federal judge to rule in its favor.But the DOJ's full intentions weren't fully clear until late last night when the department filed specific remedies that it would like to see the U.S. District judge impose. The DOJ is out for a pound of flesh.An end to search payments: The payments that Google makes to be the default on mobile devices were at the heart of the DOJ's case. Most prominent among these are Google's payouts to Apple, which were pegged at $20 billion in 2022 during the trail. That number represented 16% of Google's cost-of-revenue. But they're also material to Apple, comprising 5% of its 2022 revenue. Assuming that stream of payments all falls to the bottom line, it would have been roughly 21% of Apple's net income that year.The ban goes beyond third-party payments. The DOJ has said it wants to stop Google from using