The AI investment story has shifted repeatedly over the past year. Investors first piled into semiconductor companies, then power producers, networking firms, and data center infrastructure providers as the race to build AI capacity…
Three things happened to OpenAI last week. The company went from being a model lab to something closer to a vertically integrated empire that wants to design its own silicon, own a chunk of…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%. The split…
A CNBC segment reported that Comcast (NASDAQ:CMCSA | CMCSA Price Prediction) plans to separate its media and cable/technology operations into two publicly traded companies, with Mike Cavanaugh leading NBCUniversal and Michael Angelakis returning as…
Due to the attention given to their trillion dollar market caps and preoccupation with A.I., the Magnificent 7 stocks (Apple, Amazon, Alphabet/Google, Meta Platforms/Facebook, Nvidia, Microsoft, and Tesla) often make people forget that…
Former House Speaker Kevin McCarthy, now chairman of the Alpha Institute, told CNBC on June 29, 2026 that artificial intelligence is on track to become the rare issue both parties run against in the…
At 66 with $1.3 million, the math is straightforward. A 5% blended yield throws off roughly $65,000 a year before Social Security. The cash flow underneath these three blue chips is what matters most…
The stock market has become noticeably more unsettled over the past month. The S&P 500 closed on Friday at 7,354, down 3.3% from its June 2 record high of 7,609. Ordinarily, a pullback of…
CNBC’s Dan Murphy reported this morning that after four days of tit-for-tat strikes, a senior U.S. official told the network that both sides will “stand down for now and vessels can move freely” in…
I keep hitting the buy button on Nike, and Tuesday’s earnings report has not slowed me down. It has done the opposite. Every panic headline about CFO Matthew Friend stepping down, every Reddit thread…
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9%…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock has cooled off this summer, but the 24/7 Wall St. price target says the pullback looks like a setup for further upside. Shares closed at $192.53 on…
FuelCell Energy (NASDAQ:FCEL) stock is up 17% in morning trading on Monday, leading a sharp rally across hydrogen and fuel cell names. Bloom Energy (NYSE:BE) stock is up 6%, while Plug Power (NASDAQ:PLUG) stock…
IBM (NYSE:IBM | IBM Price Prediction) has quietly become a cash-generating utility for corporate AI orchestration, sitting on a $255.3 billion market cap with a $12.5 billion generative AI book of business. For income…
I keep buying Amazon every time the bears hand me a headline like the falling $47.66 average Prime Day order, and I am not stopping now. The narrative writes itself: smaller baskets, dead consumer,…
