Unlike other "AI Stocks," Tempus AI has done a phenomenal job of not crashing. Since nearly doubling two months after its IPO, $TEM has help impressively above $50 a share. Tempus' impressive post-earnings performance caught our attention, and a deeper analysis into Tempus AI revealed that it's already a leader in the medical diagnostics field. But their proprietary data might make them an AI gem. Is Tempus AI the CAVA of artificial intelligence stocks?AI Stocks Discussed: Broadcom ($AVGO), Tempus AI ($TEM)You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai.And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI

Super Micro Computer has a Hindenburg Report, and SMCI stock dropped 27% on the news. Hindenburg Research has hit $SMCI with a slew of allegations, and Super Micro Computer's executives have yet to respond. If you thought AI servers were a drama-free industry, the Hindenburg report on Super Micro just changed that. Did SMCI commit fraud, or just some minor accounting violations? In this clip we scratch the surface of the Super Micro Computer Hindenburg Report. For a video episode on SMCI's Hindenburg Report (the SMCI Short Report), find us on YouTube at https://www.youtube.com/@InvestingInAI

Is Google (GOOG and GOOGL) finally an AI stock worth investing in? We discuss the breakup of Google by the U.S. government, the $GOOGL's AI capabilities, and the performance of Google's business segments - many of which still haven't achieved profitability. All in all, Google still doesn't seem like a clear AI winner or the most sound AI stock investment. Oh ya, and move over Waymo. Serve Robotics' (SERV) Wall-E food delivery robot is here to take the crown in AI autonomy.AI Stocks Discussed: Google ($GOOG and $GOOGL), Nvidia ($NVDA), Serve Robotics ($SERV)You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai.And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI

Is the next big AI stock Pegasystems (PEGA)? We contemplate whether $PEGA is the AI stock the market has been waiting for, considering Pegasystems' financial performance and underlying AI narrative. Rather than having a direct role in the artificial intelligence buildout, PEGA specializes in business process management (BPM) software and its applications in various industries. We discuss the financial health of PEGA, including Pegasystems' revenue growth and profitability. While PEGA's consistent revenue growth is tempting, the CEO's large ownership stake and the competitive landscape might make this a real AI stock to pass on.AI Stocks Discussed: Pegasystems ($PEGA), Microsoft ($MSFT), ServiceNow ($NOW), Salesforce ($CRM)You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai.

The stock market has officially crashed. On Sunday night trading was halted in Japan along with 24-hour markets in the US. Crypto crashed, with Ethereum falling 25% in 24 hours. Nasdaq futures fell nearly 6% in preparation of Monday trading. Should investors buy the crash or sell stocks for the safe haven of cash? We break down the macroeconomic picture and determine whether the cracks in the labor market alone indicate an impending recession.

Is Qualcomm ($QCOM) the AI stock for you? Qualcomm is a leader in baseband chips (AKA modems) for 3G/4G/5G and receives royalties from every iPhone sold. Qualcomm's recent expansion into automotive and AI edge chips has also showed promising results. Qualcomm's recent earnings report outperformed peers with a beat on EPS and revenue (plus raising guidance). Our stock analysis of Qualcomm (QCOM) will help you determine if Qualcomm is the right AI stock for you.AI Stocks Discussed: Qualcomm ($QCOM), Meta ($META)You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai.

When Nvidia and Broadcom fell as part of an overall AI selloff, Marvell rose in trading today. Indeed, the market is honing in on Marvell as a custom AI chipmaker, with analysts whispering that $MRVL has relationships with Microsoft, Google, and Amazon for custom AI chips. Marvell is already a leader in optical chips, which help move data between GPUs. We cover Marvell after making a quick aside to our annual stock picking acronyms.Watch this episode as a video on our AI Investing Youtube channel at https://youtu.be/bfXGjmXuDfIAI Stocks Discussed: Marvell ($MRVL), Nvidia ($NVDA), Broadcom ($AVGO), Snowflake ($SNOW)You can find an entire AI investing portfolio and all our AI stock picks at investingintel.ai.

Is Oracle the AI stock for you? We put Oracle ($ORCL) and in the crosshairs of our AI stock-picking masterminds, considering its relationship with TikTok (pending a national ban) and its position as runner-up in the cloud computing game. While Amazon may provide better cloud computing (and AI cloud) services in the long-run, Oracle still stands to benefit from a larger AI pie.AI Stocks Discussed: Oracle ($ORCL), Apple ($AAPL), Amazon ($AMZN), ByteDance and TikTok (not publicly traded AI companies)For a full AI investing portfolio, visit our site at investingintel.ai

Meta decided to be a metaverse company and now wants to be an AI company. But open source AI models don't lead to revenue, and Meta's main strategies to monetize AI are questionable. Nonetheless, Meta's advertising business is booming, and the ban on TikTok may lead to lesser competition in short-form video. While Meta has successfully leveraged AI to improve their advertising algorithms, their plans to massively increase expenditures on AI for an unknown period of time before it can be monetized has spooked investors.You can find all our AI stocks and a full AI investing portfolio at investingintel.aiThe video version of this podcast can be found at youtube.com/@InvestingInAIAI Stocks discussed: Meta ($META)

Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: Coherent ($COHR), a company making lasers used in the manufacture of AI chips and digital displays, Axcelis Technologies (ACLS), a company that specializes in ion implantation machines, and ASE Technology (ASX), a Taiwan-based company that specializes in packaging and testing of chips. The latter two have a significantly lower multiple than some higher flying AI stocks like ARM and Palantir.

Is Broadcom ($AVGO) the right AI stock for you? In this episode we discuss the stock performance and AI potential of Broadcom (AVGO). We highlight Broadcom's role in the AI market, its partnerships with major companies like Apple and Google, and its focus on application-specific circuitry (AI ASICs). We also discuss the potential risks and rewards of investing in Broadcom, including the impact of aging Broadcom CEO Hock Tan and the possibility of a general market pullback. And of course, price targets for investing in Broadcom (AVGO).

Now that Apple is an AI stock, is its prosperity guaranteed? We consider the declining revenues of $AAPL in light of its recent AI ("Apple Intelligence") announcement. If iPhones have become a commodity, Apple's growth may be in danger. But if Apple's new AI announcement at the WWDC AI event can add new iPhone adoption during the upcoming iPhone upgrade cycle, maybe it's still worth taking a bite out of Apple. AI Stocks Discussed: Apple ($AAPL), ATT ($T), Cisco ($CSCO)You can find all our AI stocks and trades and an entire artificial intelligence investing portfolio at https://investingintel.ai

Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of  poor margins and an underwhelming backlog. After discussing Dell as an AI stock, we touch on market sentiment, inflation, and the upcoming Apple event as a catalyst to bolster broad AI adoption.AI Stocks Discussed: Dell ($Dell), Apple ($AAPL), Nvidia (NVDA), Super Micro Computer ($SMCI)For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.aiWatch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI

Is ARM ($ARM) the right AI investment for you? We discuss ARM's dominance in the chip design space and whether you should buy ARM stock as an AI investment. ARM's risks include its exposure to China, its high PE ratio (overvalued), and the extremely low float, with SoftBank still holding 90% of ARM shares.We also discuss Google's (GOOG) latest AI flop with their AI search results gone wild and the big win for the cryptocurrency space as the democratic party veers increasingly crypto-tolerant.AI Stocks Discussed: ARM, Google (GOOG or GOOGL), Apple (AAPL)For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.aiWatch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI

Is ASML the ultimate stable AI investment, or does its reliance on China present a risk to income stability? We break down ASML as an AI trade, considering its underlying AI business and its prospects for 2024 and 2025. We also dive into the biggest AI event of May - Nvidia earnings this week. AI Companies Discussed: ASML (#ASML), Nvidia (#NVDA)For more info on ASML and Nvidia, along with all our AI stocks and investments, visit https://investingintel.ai

Should AI investors consider utilities? What would be the best AI utilities to invest in? We discuss potential investment opportunities in AI utilities, including Eaton (ETN), Carrier (CARR), and Itron (ITRI). The massive power consumption required for training AI models and the expected growth in data centers has boosted  growth potential for these "AI-adjacent" electric companies, and AI investors have responded by buying up utilities and electric companies. AI Stocks Covered: Eaton (ETN), Carrier (CARR), Itron (ITRI), XLU (Utilities ETF)You can find our AI utility and AI electrical company holdings and all our other holdings at https://investingintel.ai

Is Palantir (PLTR) the right AI investment for you? We consider Palantir as an AI stock, including its work in AI, its financials, and its eccentric CEO Alexander (Alex) Karp.Palantir is a software company specializing in productivity software applied to both governmental and non-governmental sectors. PLTR has a history of working with the government and defense but has recently focused on helping corporations be more productive with a suite of stand-alone software offerings. Palantir ($PLTR) is profitable and has shown strong earnings and revenue growth in recent quarters.AI Stocks Discussed: Palantir ($PLTR), Tesla ($TSLA), Taiwan Semiconductor ($TSM), Apple ($AAPL)You can find all our AI stocks and an entire AI investing portfolio (including our position in Palantir) at https://investingintel.ai

Is JFrog (FROG) the right AI investment for you? We explore JFrog's pivotal role in AI and secure software management, particularly highlighting its partnership with Hugging Face for safeguarding AI models. We delve into JFrog's profitability and financial growth. With its ability to help AI developers deploy trusted open source models via its Artifact DevOps/MLops platform, JFrog boasts strategic positioning as the AI sector builds out.We also discuss Tesla's AI ambitions and the market's reaction to Tesla's AI-driven initiatives. JFrog AI Episode Takeaways:-JFrog (FROG) helps developers with software management and secure software development-JFrog has a plugin with Hugging Face for open-source AI models which ensures the security and integrity of models used by developers-FROG has a high gross retention and net dollar retention-$FROG is a smaller cap company with a market cap of around $4 billion and expected revenue for Q1 2024 around $90 to $99 million -Price-to-sales ratio is a useful metric for evaluating JFrog's value, and P/S for $FROG places it at a reasonable valuation-Tesla's recent earnings call was impressive and showcased Elon Musk's vision for the future of self-driving cars-Despite receiving downgrades, TSLA has been moving up-Tesla is actually making money on each EV shipped, unlike Ford and Rivian$FROG Analysis Chapters:0:00 Introduction2:01 The Impact of Market Sentiment4:01 Balancing Positive Sentiment and Stock-Specific Factors8:18 Tesla's FSD AI Problems10:52 JFrog's Collaboration with Hugging Face13:21 Navigating the Uncertainty of Investing in AI Companies with Unclear Financials15:33 Financial Metrics for AI Stocks: PE Ratio and Earnings Per Share19:47 JFrog's Performance vs the NASDAQ24:53 The Journey of ETF DXYZ27:17 Delisting DXYZ: Fidelity and Robinhood's Decision30:31 Back to Tesla: Job Cuts and Executive DeparturesAI Stocks Discussed: JFrog (FROG), Tesla (TSLA), Destiny Tech 100 ETF (DXYZ)

Is Microsoft the right AI investment for you? We discuss Microsoft as an AI investment, considering its role in the artificial intelligence landscape. Microsoft hosts a wide moat in business-to-business services and its ability to adapt to the software-as-a-service model. Microsoft's acquisitions, such as GitHub and Activision Blizzard, and its focus on artificial intelligence, have placed it in a dominant position since Satya Nadella took over as CEO in 2014.In addition to Microsoft's AI position, we discuss $MSFT valuation metrics like price-to-earnings ratio and book value per share, as well as the market sentiment and recent sell-off in AI stocks. $MSFT AI Stock Episode Takeaways:-Microsoft has a wide moat in business-to-business services and a strong presence in software, cloud, gaming, and security.-MSFT has successfully adapted to the software-as-a-service model and has shown consistent growth in revenue and earnings per share since 2018.-$MSFT's focus on artificial intelligence and its acquisitions in the AI space position Microsoft well for future growth.-Market sentiment is currently in the fear zone, with a recent sell-off in AI stocks. Consider the long-term goals and risk tolerance when making investment decisions.-Drops in AI stock prices may present buying opportunities for long-term investors.All our AI stock holdings and our top-performing AI stock investing portfolio can be found at https://investingintel.ai

ServiceNow (NOW) stock has produced impressive gains thanks to its AI investments and impressive growth in various software as a service fields. Should you invest in ServiceNow as an AI investment?ServiceNow ($NOW) is a SaaS company that provides customer service, HR, and employee workflow software. The integration of AI into their products is a key focus for ServiceNow, with initiatives such as AI-powered dispute resolution, AI agents for internal employee service, and AI legal contract writing tools. While ServiceNow has strong fundamentals and market potential, the NOW stock valuation is high, which may limit potential upside. ServiceNow Stock Analysis Takeaways:-ServiceNow's integration of AI into their products aims to automate processes and improve productivity for organizations.-ServiceNow has a strong customer base and high customer retention rate, but its valuation is a concern.-Market volatility and interest rates can have a significant impact on different sectors-AI and automation have the potential to disrupt industries and replace certain jobsServiceNow Stock Analysis Chapters:0:00 Introduction to ServiceNow6:24 ServiceNow's AI Integration in HR and Customer Service26:41 Market Volatility and Interest Rates33:18 The Potential of AI and AutomationView all our analysis on AI stock ServiceNow (NOW) at https://investingintel.ai/servicenow-now-ai-stock.html along with other AI investing tips and ideas for which AI stocks to invest in.