Everything by David.

Investing

Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run

May 12, 2026 Investing

Tesla Sinks 5% as Musk Heads to China: Robotaxi Glitches, Battery Delays Test Investor Patience

May 12, 2026 Investing

SanDisk and Micron Fall 9%, Western Digital Drops 8% as Memory Supercycle Trade Hits Pause Button

May 12, 2026 Investing

Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

May 12, 2026 Investing

Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

May 12, 2026 Investing

Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case

May 12, 2026 Investing

Truist Cuts SoFi Price Target to $17: Loan Platform Slowdown Pressures the Bull Case

May 12, 2026 Investing

Barclays Just Hiked Bloom Energy Price Target to $254: AI Data Center Power Story Just Got Bigger

May 12, 2026 Investing

Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

May 12, 2026 Investing

Canaccord Hikes Plug Power Price Target to $4 as Project Quantum Leap Pays Off

May 12, 2026 Investing

JPMorgan Cuts Hims & Hers Price Target as GLP-1 Shift Reshapes the Growth Story

May 12, 2026 Investing

Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

May 12, 2026 Investing

Truist Cuts PayPal Price Target as Cross-Border Volume Weakness Bites

May 12, 2026 Investing

Plug Power Rises 9% and Retreats: Is It Outperforming Other Fuel Cell Stocks Like FuelCell Energy and Bloom Energy?

May 12, 2026 Investing

DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

May 12, 2026 Investing

Quantum Computing Is Up 26% Today: Is It Outperforming Other Quantum Stocks Like D-Wave, IonQ, and Rigetti?

May 12, 2026 Investing

Circle Internet Stock Is Up 68% in 2026: Is It Outperforming Other Crypto Stocks Like Strategy and Bitmine?

May 11, 2026 Investing

Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

May 11, 2026 Investing

FuelCell Energy Surges 18%, Plug Power Climbs 13%, Bloom Energy Rallies 12% as Fuel Cell Stocks Ignite

May 11, 2026 Investing

Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire

May 11, 2026