Elon Musk’s visionary projects have been sparking some huge conversations in the AI world in recent months. Whether it’s the orbital AI data centers, which were given a massive vote of confidence following the…
David Tepper of Appaloosa Management is already a big name in the hedge fund world. What makes Tepper stand head and shoulders above the crowd at a time like this, though, is his fund’s…
As investors pile in (and now, rush out) of the red-hot semiconductor trade as the go-to way to play the AI revolution and the big AI compute inflection point that many might still underestimate…
After the sudden May surge in shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) alongside the broader basket of semiconductor stocks, it feels like it’s a given that Jensen Huang’s GPU giant will be…
It might be time to at least start thinking about the kinds of battered software names to pick up while they’re heavily out of favor at the hands of the AI revolution. Of course,…
Shares of Costco (NASDAQ:COST | COST Price Prediction) have been in comeback mode since the start of the year, now up close to 23% year to date. The bulk-buy retailer has really made up…
The semiconductor trade is starting to get just a bit overheated once again as the cohort leads to a reinvigoration of sorts in the AI trade. With Cerebras (NASDAQ:CBRS) hitting the ground running on…
Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just the big…
With big tech’s CapEx in the hundreds of billions and the potential for them to test the $1 trillion in the next year, investors, many of whom are starting to get just a little…
In case you missed it, shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) finally broke out to hit new highs of $235 and change per share before pulling back slightly. It’s been a long…
With the broad market starting to get just a bit more expensive, while the retail crowd digests a less-than-bullish report issued by Apollo, which suggests that the S&P 500 could be looking at 0%…
Shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) have broken out in a big-time way, with shares blasting off more than 4% on Thursday, thanks in part to promising developments arising from China. Indeed,…
There’s been much discussion about the possibility of an AI bubble of late. Of course, not everybody has the risk tolerance or conviction to make bearish bets on the highest-flyers within the hottest corners…
The space stocks might be about to enter their most exciting period to date, with SpaceX readying for an IPO that is going to spark a tidal wave across the broad market. Could Elon…
First, there was the TACO trade (Trump Always Chickens Out) amid rising tariff fears in the months and quarters that followed Liberation Day. These days, there’s growing chatter about the so-called NACHO (Not a…
The Nasdaq 100 and S&P 500 are blasting off with AI taking charge and more Magnificent Seven making fresh all-time highs. Despite the vicious upside rally, though, shares of Microsoft (NASDAQ:MSFT | MSFT Price…
AI investors who are sitting on colossal gains are facing a difficult dilemma nowadays, with semi stocks heading into overdrive while other tech titans look to experience massive breakouts of their own. As the…
The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially since the…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) just delivered one of the most impressive quarterly blowouts in its history, but it wasn’t quite enough to power a turnaround in the stock. Not with expectations as…
The cooldown period for the broad basket of AI stocks, especially the semiconductors, appears to have ended, thanks in part to the rise of agents and powerful frontier models like Anthropic’s Claude Mythos. As…
