In a simulated trading contest starting March 2026, ChatGPT managed a virtual $100,000 portfolio that grew to $139,005 by late April, outperforming the S&P 500's rise to about $106,129. The portfolio concentrated on AI infrastructure stocks like Credo Technology, Alphabet, Nebius Group, and Amphenol, benefiting from strong sector demand and key partnerships. This experiment highlights AI's potential in stock selection but remains a simulation without guaranteed future results.
A simple tap on a smartphone triggers a complex AI-driven process that spans from touch sensors to cloud computing, cybersecurity, automated warehouses, and last-mile delivery technologies. Key companies like Nvidia, Qualcomm, and Ambarella provide t...
Credo generated over $1.3 billion in revenue in fiscal 2026 and expects more than 80% growth in fiscal 2027, fueled by strong sales in optical products like ZeroFlap optics, DSPs, and silicon photonics. The acquisition of Dust Photonics has expanded ...
David H. Lerner highlights cautious optimism for SpaceX due to current valuation and expected volatility around the Starship launch, recommending patience before buying. Meta Platforms is gaining momentum driven by AI initiatives, prompting Lerner to...
