Jeff Bezos has started Prometheus, a new AI-driven company targeting the $70 trillion physical economy, including manufacturing, drug development, and chip production. This sector is about ten times larger than the ecommerce market that made Amazon a giant. Prometheus aims to accelerate innovation in complex industries like jet engine design by using AI to drastically reduce development time. While still early stage, this move signals a major shift toward integrating AI into physical industries, with significant long-term economic impact expected over the next decade.
Amazon's stock has pulled back by over 10% recently, trading at $237.50, despite strong fundamentals. AWS growth accelerated 28% in Q1 2026, the fastest in 15 quarters, and the custom silicon business is scaling rapidly. CEO Andy Jassy highlights maj...
The consumer services sector is currently undervalued compared to historical averages and scores highest in quality within its sector. The FDIS ETF provides broader exposure and better value than the XLY ETF, with slightly better long-term returns, t...
The Invesco QQQ Trust provides investors a single ticker to access the top 100 largest non-financial Nasdaq companies, heavily weighted in AI and tech leaders like NVIDIA, Microsoft, and Apple. It has delivered strong returns, up over 20% year-to-dat...
The Neuberger Berman Next Generation Connectivity Fund (NBXG) offers a strong 8.7% dividend yield and trades at a 14.4% discount to net asset value, making it an attractive investment. The fund benefits from exposure to leading tech companies like NV...
Fred Piard, a quantitative analyst with over 30 years in technology, highlights that recent data show software and IT services stocks are undervalued, while semiconductors and hardware stocks appear overvalued. He notes that the SPDR NYSE Technology ...
