Investor Place

2 days ago | investorplace.com | Luke Lango

For weeks, investors were ready to brace themselves. Looming in the background were a regional war in the Middle East, a hawkish Federal Reserve, a wobbly U.S. economy, and the threat of a global downturn. But instead…Stocks are soaring. Oil prices are falling. Rate-cut odds are rising, with the market now pricing in two rate cuts by year‑end. And tech – especially anything tied to AI – is ripping higher.

3 days ago | investorplace.com | Luke Lango

Editor’s Note:  Even if you haven’t been following these issues for very long, I’d bet you already know how bullish I am on AI. I’ve been laser-focused on the industry since ChatGPT made its blockbuster debut, watching each new development unfold and searching for ways to profit in the process. In that time, AI has rapidly proliferated throughout the global economy – and made astounding progress along the way.

5 days ago | investorplace.com | Luke Lango

The AI industry is undergoing a transformation of sorts right now: one that could define the stock market winners – and losers – for the rest of the year and beyond. That is, the AI model-making process is undergoing a seismic shift from training to inferencing. In short, it’s pivoting away from the gluttonous obsession with training giant omniscient models. Now it’s rushing headlong into a new era, where inferencing – when models make decisions based on new, unseen data – takes center stage.

5 days ago | investorplace.com | Thomas Yeung

Tom Yeung here with your Sunday Digest. In the 1940s, mathematician John von Neumann began working with Princeton University meteorologist Jule Charney on a computer model to predict the weather. The first version… well… wasn’t that useful. It took 24 hours for their ENIAC punch-card machine to model 24 hours of weather… something you could also do in real-time by looking out a window. But computers eventually got faster, and weather forecasters began using machines to help refine their work.

6 days ago | investorplace.com | Luke Lango

It almost feels too good to be true. After the geopolitical jitters that rattled markets last week (though, yes Israel and Iran continued to trade fire through the weekend and into Monday), cooler heads seem to be prevailing. We’re getting closer and closer to sinking our teeth into that all-time high of 6,144.15 we saw on the S&P 500 back in February. Last week’s market freakout was a classic overreaction to geopolitical drama.