We welcome in David Deetsz, chief investment strategist, Deetsz Wealth Management Group. Great to see you, David. I haven't seen you in a while.How have you been feeling about the markets. We were just saying even with all the recent volatility, the S&P's what, two and a half% off the highs. Um, nothing to fret about just yet.What do you say. >> Yeah, so great to be with you again, Nicole. Uh so it's been a volatile week here and I do think that the number one issue is investors reassessing the AI trade and ...

We recently published 11 Stocks on Jim Cramer’s Radar. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. NVIDIA Corporation (NASDAQ:NVDA)’s AI GPUs rule the AI industry. In this appearance, Cramer discussed the orders for these chips. The orders are crucial for NVIDIA Corporation (NASDAQ:NVDA)’s valuation, and the CNBC TV host believes that there is more than enough demand for the chips: NVIDIA (NVDA) Has The AI Orders, Says Jim Cramer “I do think that they have the or ...

We recently published 11 Stocks on Jim Cramer’s Radar. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer recently discussed. Cramer discussed GPU designer Advanced Micro Devices, Inc. (NASDAQ:AMD) ‘s role in the semiconductor industry and its CEO, Dr. Lisa Su: Advanced Micro Devices (AMD)'s CEO Lisa Su "Acquitted Herself" Well, Says Jim Cramer “[After Carl Quintanilla pointed out Melius saying when AMD gave guidance on semi and network TAM in 23 it seemed cartoonish and it turned ...

The small-cap chipmaker is transforming itself, hoping to catch the data center power chip wave.Small-cap chipmaker Navitas Semiconductor (NVTS +2.53%) has been on a wild ride this year. The company began the year as a modest designer of gallium nitride (GaN) chips mainly targeting the mobile phone charger market. However, things changed dramatically after Nvidia named Navitas as one of the partner companies that may help co-design its next-generation 800-volt DC artificial intelligence (AI) factory archite ...

Nvidia's third-quarter earnings report on November 19 is set to be a critical market event, with investors and analysts intensely focused on the AI chip giant's performance and prospects. ...

Nvidia ( NASDAQ:NVDA ) stands as a powerhouse in the semiconductor industry, specializing in graphics processing units (GPUs) that power everything from gaming to artificial intelligence. ...

Analog Devices ( ADI ) is set to release its Q4 results on November 25 . While it will be an important moment to check in, I think ADI's long-term potential beyond that of Q4 needs toI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we have no stock, op ...

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Yeah, look, I mean it's a white knuckle moment, but we've had these before the last three years. It speaks to my view. You have more capback spending next two to three years than you've had the last decade combined.So when you look at the use cases, you look at the hypers scale buildout, it's not a question of if, it's a question of this is actually now starting to play out in terms of the use cases on enterprise second, third derivatives and we believe we are still in the early days of the AI revolution. T ...

Industrial and infrastructure stocks may soon share the spotlight with the artificial intelligence trade.According to ETF Action's Mike Atkins, there's a bullish setup taking shape due to both policy and consumer trends. His prediction comes during a volatile month for Big Tech and AI stocks."You're seeing kind of the old-school infrastructure, industrial products that have not done as well over the years," the firm's founding partner told CNBC's "ETF Edge" this week. "But there's a big drive... kind of awa ...