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227 Articles

Eric Bleeker | Feb 14, 2026 at 9:17 AM EST

Wall Street’s AI Paradox: Why Has NVIDIA’s Stock Flatlined as Hyperscaler Spend Explodes?

Here’s the paradox keeping Wall Street analysts up at night: Tech giants are pouring $700 billion into AI infrastructure, yet…

Eric Bleeker | Feb 14, 2026 at 7:29 AM EST

SanDisk Soars 163% in 2026: Can it Be the Market’s Top Performer in Back-to-Back Years?

SanDisk (NASDAQ:SNDK | SNDK Price Prediction) has delivered one of 2026’s most explosive rallies, surging 163% year-to-date to $626.56 on…

Eric Bleeker | Feb 14, 2026 at 6:49 AM EST

GE Vernova Surges 2.95% This Week and Becomes Massachusetts’ Largest Company

GE Vernova (NYSE:GEV | GEV Price Prediction) surged another 2.95% this week, closing at $802.13 on Friday. That handily outpaced the…

Eric Bleeker | Feb 13, 2026 at 12:15 PM EST

Meta, Amazon, and Goolge Lead a $700 Billion Capex Wave: What Stocks Win Beyond NVIDIA?

The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx…

Eric Bleeker | Feb 13, 2026 at 10:49 AM EST

Western Digital the 2nd Best Stock in the S&P 500 As Shares Rally 65% in 2026

Western Digital (NASDAQ:WDC | WDC Price Prediction) has delivered an exceptional start to 2026, with shares climbing 64.9% year-to-date through…

Eric Bleeker | Feb 13, 2026 at 9:45 AM EST

Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead

Bill Ackman’s Pershing Square Capital made a significant portfolio shift, selling its entire stake in Chipotle Mexican Grill (NYSE:CMG |…

Eric Bleeker | Feb 13, 2026 at 8:17 AM EST

AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue?

Corning Incorporated (NYSE:GLW | GLW Price Prediction) has delivered one of 2026’s most impressive rallies, climbing 50.2% year-to-date and 46%…

Eric Bleeker | Feb 13, 2026 at 8:11 AM EST

Seagate’s Stock Has Outperformed 99% of the S&P 500 in 2026

Seagate Technology (NASDAQ:STX | STX Price Prediction) has delivered one of the market’s most impressive performances to start 2026. The…

Brad Faye | Feb 12, 2026 at 11:10 PM EST

A Tale of Two Tech Companies: Meta (META) vs Microsoft (MSFT)

Summary: For Meta (META) and Microsoft (MSFT), it has indeed been a tale of two tech giants as of late.…

Brad Faye | Feb 12, 2026 at 3:45 PM EST

Lumentum Leaps Nearly 8% During AI Optics Boom

Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe…

Eric Bleeker | Feb 12, 2026 at 3:31 PM EST

Live: Will Arista Networks Beat Q4 Earnings After the Bell?

Arista Networks (NYSE: ANET | ANET Price Prediction) reports Q4 2025 earnings tonight after the bell. After a year of…

Brad Faye | Feb 12, 2026 at 3:30 PM EST

NVIDIA’s (NVDA) $100 Billion Bet For 2026

Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends that AI investors…

Eric Bleeker | Feb 12, 2026 at 1:47 PM EST

Micron is Up 44% in 2026: Is It a Better Buy Than Camtek or Cohu?

Micron Technology (NASDAQ:MU | MU Price Prediction) has delivered a stunning start to 2026. The memory giant’s stock has surged…

Eric Bleeker | Feb 12, 2026 at 9:10 AM EST

Generac’s Data Center Pivot Fuels 57% Rally Despite Q4 Earnings Miss

Generac Holdings (NYSE:GNRC | GNRC Price Prediction) has surged 56.65% year-to-date, with shares climbing 36.35% over the past month and…

Eric Bleeker | Feb 12, 2026 at 8:59 AM EST

Teradyne Stock Soars 66% in 2026 as AI Chip Testing Demand Surges

Teradyne (NASDAQ:TER | TER Price Prediction) is having a stellar start to 2026. The stock has surged 66.07% year-to-date, reaching…

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AI Portfolio Articles

All AI Portfolio Content

Wall Street’s AI Paradox: Why Has NVIDIA’s Stock Flatlined as Hyperscaler Spend Explodes?

SanDisk Soars 163% in 2026: Can it Be the Market’s Top Performer in Back-to-Back Years?

GE Vernova Surges 2.95% This Week and Becomes Massachusetts’ Largest Company

Meta, Amazon, and Goolge Lead a $700 Billion Capex Wave: What Stocks Win Beyond NVIDIA?

Western Digital the 2nd Best Stock in the S&P 500 As Shares Rally 65% in 2026

Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead

AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue?

Seagate’s Stock Has Outperformed 99% of the S&P 500 in 2026

A Tale of Two Tech Companies: Meta (META) vs Microsoft (MSFT)

Lumentum Leaps Nearly 8% During AI Optics Boom

Live: Will Arista Networks Beat Q4 Earnings After the Bell?

NVIDIA’s (NVDA) $100 Billion Bet For 2026

Micron is Up 44% in 2026: Is It a Better Buy Than Camtek or Cohu?

Generac’s Data Center Pivot Fuels 57% Rally Despite Q4 Earnings Miss

Teradyne Stock Soars 66% in 2026 as AI Chip Testing Demand Surges

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

History Says This Unstoppable Dow Juggernaut Is a No-Brainer Buy Right Now

Lucid Stock Is Deeply Oversold and We See 45% Gains Ahead

Why Tortoise AI Infrastructure ETF (TCAI) Is One the Best AI ETFs

Trump Once Said He'd Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

History Says This Unstoppable Dow Juggernaut Is a No-Brainer Buy Right Now

AI Portfolio Articles

All AI Portfolio Content

Wall Street’s AI Paradox: Why Has NVIDIA’s Stock Flatlined as Hyperscaler Spend Explodes?

SanDisk Soars 163% in 2026: Can it Be the Market’s Top Performer in Back-to-Back Years?

GE Vernova Surges 2.95% This Week and Becomes Massachusetts’ Largest Company

Meta, Amazon, and Goolge Lead a $700 Billion Capex Wave: What Stocks Win Beyond NVIDIA?

Western Digital the 2nd Best Stock in the S&P 500 As Shares Rally 65% in 2026

Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead

AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue?

Seagate’s Stock Has Outperformed 99% of the S&P 500 in 2026

A Tale of Two Tech Companies: Meta (META) vs Microsoft (MSFT)

Lumentum Leaps Nearly 8% During AI Optics Boom

Live: Will Arista Networks Beat Q4 Earnings After the Bell?

NVIDIA’s (NVDA) $100 Billion Bet For 2026

Micron is Up 44% in 2026: Is It a Better Buy Than Camtek or Cohu?

Generac’s Data Center Pivot Fuels 57% Rally Despite Q4 Earnings Miss

Teradyne Stock Soars 66% in 2026 as AI Chip Testing Demand Surges

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

History Says This Unstoppable Dow Juggernaut Is a No-Brainer Buy Right Now

Lucid Stock Is Deeply Oversold and We See 45% Gains Ahead

Our $500K AI Portfolio

Why Tortoise AI Infrastructure ETF (TCAI) Is One the Best AI ETFs

Trump Once Said He'd Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.