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Nvidia Sells the Shovels, Alphabet Digs the Mine: Two Paths to AI Dominance
24/7 Wall St.88d agobearish
Nvidia Sells the Shovels, Alphabet Digs the Mine: Two Paths to AI Dominance

NVIDIA (NASDAQ: NVDA) closed its fiscal year on Feb. 25, 2026 with $68.13 billion in Q4 revenue, up 73.2% YoY. Alphabet (NASDAQ: GOOG) followed in late April with $109.90 billion in Q1 revenue and a $460 billion Cloud backlog. Both earnings reports frame the same AI build-out from opposite ends: NVIDIA sells the shovels, Alphabet ... Nvidia Sells the Shovels, Alphabet Digs the Mine: Two Paths to AI Dominance

Chasing The Alpha In Alphabet Stock — The Swing Trading Advantage
Investor's Business Daily88d agoneutral
Chasing The Alpha In Alphabet Stock — The Swing Trading Advantage

The market momentum in the last month has made many investors feel confident as the beta — the general market lift — did a lot of heavy lifting for positions. Of the "Magnificent Seven," Alphabet turned in one of the strongest performances since the follow-through day on April 8. From the follow-through day (1), Alphabet stock shot up 10% in three weeks' time (2).

Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge
Barrons.com88d agobullish
Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question
24/7 Wall St.88d agoneutral
Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question

Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability scenario heading into the summer. “The big risk here is right now… we’ve got this massive deviation that’s going on kind of in ... Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question