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ChatGPT is so 2025 — here are the real AI gold mines for investors in 202623:32 Money is flooding into AI. Defense, healthcare and agentics are the big winners, writes Mark Minevich. GE sees fuel prices higher than they are now through the summer due to the Iran conflict23:00 GE Aerospace’s stock falls as the full-year outlook was kept mostly intact despite a big first-quarter earnings beat. Halliburton’s outlook backs one analyst’s view to buy oil-service stocks now23:00 Halliburton’s stock was gaining Tuesday after the company’s profits more than doubled, beating expectations, even as the Middle East conflict took a bite out of the oil-services giant’s results. This is what critics of Apple and Tim Cook get dead wrong21:56 Apple’s true innovation is betting on hardware as the clearest path to profit from the AI revolution. Intel’s stock has been so strong that even skeptics have changed their minds21:24 The chip maker’s stock is on track for the best month in at least 46 years — leading to no fewer than two analyst upgrades two days before it reports earnings. |