In the wave of technology, OpenAI Codex shines like a dazzling star, attracting the attention of many developers. With the release of gpt-5-codex, more and more users are shifting from Claudecode to ...

OpenAI quickly followed up by releasing a series of examples and prompts for Codex, aimed at helping developers better leverage its powerful capabilities in responsive and mobile front-end development ...

I reiterate my strong buy rating on Micron. HBM is still the main pillar of my case, as I believe it is the single biggest growth engine. HBM supply sold out for 2025. HBM revenue up ~50% q/q and ...

Vistra is a quality growth and profitability play, not a deep-value bargain, with strong fundamentals and sector-leading efficiency supporting its fair valuation. Options and market positioning are ...

With summer winding down, it’s time to focus on September and the hot stocks to put on your buy list. This month, tailwinds are strengthening for many companies, and much of this strength is ...

1533 ET – Treasury yields fall ahead of a batch of data while markets watch President Trump’s move to influence U.S. monetary policy. A second estimate for 2Q GDP is expected to tick higher in a WSJ ...

It's often said that stock prices are a slave to earnings, but this adage doesn't seem to hold up for the Indian stock market currently. Nifty and small and mid-cap stocks have rallied between 12% and ...

Palantir is a leading provider of AI software for the U.S. government and commercial clients. Palantir nearly grew revenue at a 50% pace last quarter. The stock is highly valued. Several strong ...

The connected TV trend is still in its early phases. The retail media industry is exploding. International expansion remains untapped. The Trade Desk (NASDAQ: TTD) is going through a testing time.

This article first appeared on GuruFocus. Sep 2 - Nvidia (NASDAQ:NVDA) could see another wave of demand as OpenAI ramps up plans for data centers running at gigawatt scale. Reports suggest OpenAI is ...