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The Latest Breaking News from Beth Kindig

Nvidia's Real 'Bottleneck' Isn't Chips, It's Power, Says Beth Kindig, Tech Analyst Shares What It Means For AI Investors

While the world is focused on the race for faster AI chips, the true bottleneck for the industry’s explosive growth is rapidly becoming power, according to a leading tech analyst from I/O Fund, Beth Kindig.

Palantir Is Well Beyond Perfect 10, It's A 'Perfect 100,' Says Beth Kindig As PLTR Has Best QoQ Growth Across AI's Biggest Players

Palantir Is Well Beyond Perfect 10, It's A 'Perfect 100,' Says Beth Kindig As PLTR Has Best QoQ Growth Across AI's Biggest Players

Palantir Technologies Inc. (NASDAQ:PLTR) is back in focus after this I/O Fund analyst highlighted its soaring valuation alongside an impressive 93% year-over-year growth in its U.S. commercial business.

Steve Eisman Says We're 'Not Yet' In A Bubble Amid A Hot IPO Market: 'People Can Get Carried Away, But Valuations Correct Quickly'

Steve Eisman Says We're 'Not Yet' In A Bubble Amid A Hot IPO Market: 'People Can Get Carried Away, But Valuations Correct Quickly'

Investor Steve Eisman, best known for calling out the 2008 subprime debt crisis, weighed in on whether today's market resembles a bubble as IPOs surge and retail enthusiasm fuels big price swings.

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AI 'Revolution Is Here'—287 S&P 500 Firms Cite Artificial Intelligence On Earnings Calls In Q2

The artificial intelligence revolution is undeniable, with AI mentions in SP 500 earnings calls skyrocketing to an all-time high of 287 in the second quarter of 2025.

Beth Kindig Warns Of AI Software 'Bubble' Risk Amid R&D Stage, Says True Value Lies In Stocks That Are 'Participating Right Now'

While investor enthusiasm for artificial intelligence (AI) continues to drive markets, technology analyst Beth Kindig has issued a specific warning: a bubble is forming, but it’s concentrated primarily in the AI software sector.

Nvidia Makes 4x Intel's Revenue—But Commands Half The Forward Valuation

In the battle of Silicon Valley titans, Nvidia Corp (NASDAQ:NVDA) is leaving Intel Corp (NASDAQ:INTC) in the dust – on both the income statement and the stock chart.

Why One Analyst Remains Cautious on Nvidia Heading into 2025

Analysts warn that Nvidia’s growth may peak despite its AI market leadership.

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Nvidia's market cap could more than triple to $10 trillion as it enjoys an 'impenetrable' advantage over AI rivals, analyst says

Nvidia's market cap could more than triple to $10 trillion as it enjoys an 'impenetrable' advantage over AI rivals, analyst says

"The same thing is happening with Nvidia, which is that the CUDA platform is what software engineers, AI engineers are learning in order to program GPUs. So that helps lock them in. So that combination, right now, I'm calling an impenetrable moat."

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