Rivian: Time To Thrive

Seeking Alpha - Fri, 11/07/2025 - 02:02

AAPL: The Big Tech Stock Wall Street Keeps Getting Wrong

TalkMarkets - Fri, 11/07/2025 - 02:00
I am well aware that I sound like a broken record. But Apple Inc. is most dangerous when people write it off like they did when shares sank to around $172 in April – and I told you in no uncertain terms it was a buy

Amazon's Power Shortage Makes The Case For Why AI Needs Nuclear

TalkMarkets - Fri, 11/07/2025 - 01:40
Amazon’s recent power-shortage battle exposes a looming reality: the rapid growth of AI infrastructure is outstripping the grid’s capacity, making nuclear power a key solution for reliable, large-scale energy.

Nvidia’s Huang Says Company Isn’t In Talks To Sell Chips To China

TalkMarkets - Fri, 11/07/2025 - 01:20
Huang said Friday that the company is not in active discussions to sell its advanced Blackwell AI chips to Chinese firms, pushing back on speculation that it is seeking a pathway back into the world’s largest semiconductor market.

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