Cramer: Tesla can’t trade on hopes forever
Tesla (NASDAQ:TSLA | TSLA Price Prediction) has been one of the most debated stocks on Wall Street for years, and Jim Cramer just put the core tension into one sentence. “There’s only so long…
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Jeremy Phillips
Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a recent interview,…
Wealth Manager: “Hard to See a World Where You’re Not Investing in AI” Buy These Dips Now
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead. Whether you have discounts today and you want to scoop those…
Wedbush’s Ives: Palantir, Oracle, Microsoft to dominate defense AI integration
Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the fiscal 2026…
Wedbush: Nvidia has 30-40% upside ahead
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives just called it a “table pounder” with 30 to 40% upside from current levels.…
AI Stocks That Will Thrive Even if Oil Hits $200
Practically all of my personal investing is centered around AI companies, or those who will benefit from it. But we can’t ignore macro events. What happens if things get ugly out there? Not mild-recession…
Kyndryl CEO: Enterprise AI is a bullet train on 30-mph tracks
I’ve kept an eye on Kyndryl Holdings (NYSE:KD | KD Price Prediction) since its IBM spinoff, and CEO Martin Schroeter has a gift for cutting through the noise. Asked about AI return on investment,…
Amazon’s Globalstar play about spectrum, not just hardware
Bloomberg’s Ed Ludlow reported live from Kennedy Space Center that Amazon (NASDAQ:AMZN | AMZN Price Prediction) is in talks to acquire Globalstar (NASDAQ:GSAT). What Globalstar has is very valuable licensed spectrum. Having a constellation…
Bloomberg: Tesla’s AI dreams don’t change reality, cars still pay the bills
I’ve been watching Tesla’s delivery numbers pretty much every quarter for years now, and this one landed with a thud. Tesla delivered 358,000 vehicles in Q1 2026, missing Wall Street’s expectation of 372,000, and…
Is Amazon CEO Jassy wrong about his custom chips bet?
Editor’s Note: a prior version of this story included a shortened section of a quote from Jim Cramer. This has been updated to include a full quote, and additional context. “David Faber: “Andy Jassy…
Semianalysis CEO: Google’s free cash flow will hit zero next year from AI capex
My portfolio has benefited from the hyperscaler capex race for the better part of two years now, and even I did a double-take when Dylan Patel, CEO of semiconductor and AI research firm Semianalysis,…
Cramer: Palantir will have great 2026-2027 despite recent selloff
Jim Cramer made a call on Mad Money that deserves a closer look. A viewer asked about Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction), and Cramer described it as a “rule of 40 juggernaut”…
Semianalysis CEO: Adobe faces existential threat from AI commoditization
I’ve been watching Adobe for a decade, and the question I keep coming back to is this: when a company’s most loyal users start asking whether they actually need it anymore, how long does…
3Fourteen’s Pies: AI and semis are ‘where the underlying strength is’
Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to stop thinking…
DRAM prices surged 90-95%, memory suppliers booked two years out
I’ve been watching the memory semiconductor cycle for years now, and I can’t stop thinking about a comment from a market analyst this week. On a recent TV segment, the analyst argued the selloff…
Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in XAI, OpenAI…
BKV CEO: Natural gas is only viable way to build gigawatt capacity in 2-4 years
If you need a gigawatt of power in the next two to four years, there is exactly one realistic path. BKV Corp (NYSE:BKV | BKV Price Prediction) CEO Chris Kalnin made that case in…
Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers
Jensen Huang said something that should reframe how you think about Nvidia’s growth story. It did for me. “We gained share the number of customers outside of the clouds. The top five cloud service…
Salesforce CEO Benioff: Slack revenue expected to hit $3 billion this year
Marc Benioff wants you to rethink what Slack actually is. On a recent appearance on Mad Money with Jim Cramer, the co-founder and CEO of Salesforce (NYSE:CRM | CRM Price Prediction) made a striking…
Buffett on Apple sale: ‘I sold it too soon’
Warren Buffett has never been shy about admitting when he got something wrong. But his latest admission carries a particular sting: when pressed on his decision to trim Berkshire Hathaway’s Apple position, the Oracle…