AI investing Archives

Futuristic illustration of Tesla (TSLA), SpaceX (SPCX) and Intel (INTC) branding on a semiconductor-fabrication and rocket-launch complex above Earth, with a SpaceX rocket, orbital station, AI circuit patterns and advanced chip infrastructure representing the TERAFAB AI chip factory initiative.

Tesla, SpaceX and Intel Aim to Turn the Chip Bottleneck Into a Launchpad -( $INTC SPCX $TSLA )

by John F. Heerdink, Jr. 14 hours ago 142Views 0Likes

The latest vision circulating around Tesla, Inc. (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) is not merely another large factory proposal. It is a bid to secure the compute supply chain for a future in which electric vehicles, humanoid robots, artificial intelligence and orbital infrastructure all compete…

Illustration of humanoid robots working on a factory assembly line while a seated audience of Wall Street investors watches from a theater-style front row; stock-price screens and automation signage appear around the industrial stage.

Humanoid Robots Are Moving From Demo Reel to Factory Floor and Wall Street Has a Front-Row Seat -( $AMD $AMZN $BMWYY $NVDA $ROK $TSLA )

by John F. Heerdink, Jr. August 25, 2026 265Views 0Likes

The next major AI trade may not fit inside a data center. It may wear a pair of mechanical hands, work a night shift, and become one of the most consequential buyers of chips, sensors, software and industrial equipment of the decade.…

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

by John F. Heerdink, Jr. August 18, 2026 314Views 0Likes

Wall Street has rarely lacked for ambition, but 2026 is offering an especially lavish menu: artificial intelligence firms approaching trillion-dollar valuations, a space company with revenue aspirations that would make many nations glance nervously at their GDP tables, and silver holding its…

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

by John F. Heerdink, Jr. August 18, 2026 124Views 0Likes

This bullish market story examines how rising bond yields are reshaping—not ending—the investment opportunity set. It highlights **NVIDIA (NASDAQ: NVDA)** and its enormous AI data-center ambitions, **Alphabet (NASDAQ: GOOGL, GOOG)** and the growing strategic value of proprietary business data, and the emerging…

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

by John F. Heerdink, Jr. August 14, 2026 305Views 0Likes

The artificial-intelligence boom is often told through the familiar names of the computing stack—NVIDIA Corp. (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), Microsoft Corp. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN) and Meta Platforms Inc. (NASDAQ: META). But…

Similarweb’s AI Data Moment Arrives: $SMWB Raises the Bar—and Its Outlook

by John F. Heerdink, Jr. August 12, 2026 231Views 0Likes

Similarweb Ltd. (NYSE: SMWB) delivered the sort of second-quarter report investors tend to enjoy: revenue and profitability exceeded guidance, full-year expectations moved higher, and AI demand translated into contracts rather than merely conference-call poetry. On Wednesday, August 12, SMWB shares climbed roughly…

Tag: AI investing

Tesla, SpaceX and Intel Aim to Turn the Chip Bottleneck Into a Launchpad -( $INTC SPCX $TSLA )

Humanoid Robots Are Moving From Demo Reel to Factory Floor and Wall Street Has a Front-Row Seat -( $AMD $AMZN $BMWYY $NVDA $ROK $TSLA )

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

Similarweb’s AI Data Moment Arrives: $SMWB Raises the Bar—and Its Outlook

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