Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM | QCOM…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) currently trades at $33.28. That is striking for a company that just reported revenue more than doubling year over year. Supermicro builds AI-optimized servers and datacenter…
Apple (NASDAQ:AAPL | AAPL Price Prediction) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks…
Andy Jassy is going all in. Amazon (NASDAQ:AMZN | AMZN Price Prediction) plans to deploy roughly $200 billion in CapEx in 2026, the largest single-year infrastructure bet in corporate history. The market is pricing…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) just rewrote what a Mag 7 quarter is supposed to look like. EPS of $5.11 against a $2.63 estimate, a 94% surprise, paired with revenue of $109.90B (+22% YoY)…
Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL | ORCL Price Prediction) has rallied 24% in the…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the easiest large-cap decision a retirement portfolio will make this year, with shares trading at a forward P/E of 22 while the AI business compounds at triple…
Jim Cramer’s well-documented skepticism on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) traces back to the company’s January earnings, when a strong headline beat triggered one of the worst single-day reactions the stock has seen…
The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or NVIDIA (NASDAQ:NVDA)? Google’s decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers reframes the…
On a recent episode of Suze Orman’s Women & Money, a 50-year-old caller named Andrea explained that she had $33,000 in revolving debt, mostly from divorce legal fees, plus $87,000 in a 401(k) with…
Artificial intelligence has dominated investor attention for two years, but biotech revenue lines are also bending sharply higher. A small group of biotechs is building real commercial businesses around recently approved drugs, with growth…
When a 60-year-old federal worker called CBS News business analyst Jill Schlesinger asking if he could afford to gift his two sons $200,000, renovate his house for $80,000, and retire at 62, her answer…
Ray Dalio is telling investors to circle the calendar. On a recent episode of Prof G Markets titled “Ray Dalio: The World Order Has Unraveled,” the Bridgewater founder framed the stretch between the 2026…
The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different. According to IDC analyst Jeff Janochowicz, speaking on Marketplace’s “All-in-One” segment about Middle East…
Reid Hoffman, the LinkedIn co-founder and prolific Silicon Valley investor, is making one of the boldest calls of his career on artificial intelligence. Speaking on “Money And Wealth With John Hope Bryant” in an…
Allison Ellsworth, co-founder of prebiotic soda brand Poppi, has a story that should reset how operator-investors think about marketing spend. Sitting down one Friday night with wet hair after a shower, she filmed a…
On a recent Ramsey Show Highlights segment titled I Keep Catching My Husband Lying About Debt, Dave Ramsey reacted to a 60-year-old Pennsylvania caller named Marie who discovered her husband’s fourth instance of hidden…
Axel Merk has a read on Kevin Warsh that cuts against the political caricature, and it matters for how investors should think about the rate path now that the Fed has paused its cutting…
Ray Dalio is compressing his timeline. On a recent Prof G Markets episode with Ed Elson titled "Ray Dalio: The World Order Has Unraveled," the Bridgewater founder said "We're on the brink of some…
Meta Platforms (NASDAQ:META | META Price Prediction) trades at $610.34 after a brutal selloff, while the Wall Street consensus price target sits at $855.11. That’s an implied upside of roughly 41% — one of…
