AI stocks generally rose last week as the VanEck Semiconductor ETF rose 1.8%. The sector continues to have a broad divergence as software stocks struggle in 2026 and certain segments of semiconductors like memory…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has quietly exited its stake in ARM Holdings (NASDAQ:ARM). For two companies deeply intertwined in the AI chip ecosystem, Nvidia designs on ARM architecture, ARM powers everything from…
OpenAI is nearing a funding round that could value the company at over $850 billion, putting it among the world’s most valuable companies. What does this mean for Microsoft (NASDAQ:MSFT | MSFT Price Prediction),…
Everyone knows NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Tesla (NASDAQ:TSLA) are the marquee names in robotics and autonomous systems. But with both stocks carrying trillion-dollar valuations, the leverage may be limited. Today, we’re…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) reports fourth-quarter fiscal 2026 results on February 25, 2026 after market close. After twelve consecutive quarters of beats and shares up 35% over the past year, there’s…
Live Updates Shares Now Down 9%5:09pm ETIt’s simple, AXT shares are up 1,000% across the past year, so investors were likely expecting a bigger guide. Instead, what they got was roughly inline with consensus.…
If you have $1,000 to invest, it can be daunting to find the right stock to get started investing. Thankfully, I’m confident the market is handing investors an opportunity at the beginning of 2026…
When one of Wall Street’s most powerful banks calls a stock “the most under-owned megacap,” it’s worth paying attention. Morgan Stanley just made that call on Microsoft today, a company that has fallen into…
Gavin Baker is not a household name like Buffett or Druckenmiller, but among serious technology investors, his views on AI carry enormous weight. The Atreides Management founder is known for podcast appearances displaying remarkable…
It’s 13F season when Wall Street funds release their holdings. One of the most widely followed 13F reports is David Tepper’s Appaloosa Management. Tepper is one of the most successful hedge fund managers of…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang runs the world’s largest company and his placement on the ‘Mount Rushmore’ of tech leaders is all but secured. Yet, what we’re seeing across the…
Tech stocks delivered a choppy week, with the sector’s biggest names diverging sharply as AI spending debates intensified and bear market territory claimed two Magnificent Seven members. Incredibly, every single Magnificent 7 stock is now down…
Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026. Recently, Eric Bleeker and Austin Smith focused their attention on the competitive battle between…
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe AI investors will want to keep an eye on in 2026. Recently, the two…
The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings and positioned…
