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…
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…
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,…
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”…
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…
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…
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…
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…
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…
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…
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…
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…
Elena Gomez, President and CFO of Toast (NYSE: TOST), sat down with Julia Boorstin to discuss how the company is turning its restaurant network into a data-driven competitive moat. The anchor of her argument…
IBM (NYSE:IBM | IBM Price Prediction) CEO Arvind Krishna made a notable observation about the current deal-making environment in a recent on-air interview, anchoring his comments to the company’s latest acquisition: “I think the…
At the annual RSA cybersecurity conference, Zscaler (NASDAQ:ZS | ZS Price Prediction) Chairman and CEO Jay Chaudhry sat down to address a question rattling investors: can AI replace what Zscaler does? The concern wasn’t…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is down more than 20% year-to-date, making it the worst-performing stock in the Mag-7 by a wide margin. And according to Ben Wright of Melius Research, who recently…
Dell Technologies (NYSE:DELL | DELL Price Prediction) fell from $168 all the way down to $110, and Jim Cramer thinks the market got it completely wrong. On a recent Mad Money segment, Cramer argued…
Micron Technology (NASDAQ:MU | MU Price Prediction) CEO Sanjay Mehrotra has been consistent about where his company is headed. “We are investing in global manufacturing in our global manufacturing footprint to support their growing…
A Steward Partners executive made a blunt observation this week that cuts to the heart of what’s frustrating growth investors right now: “Nvidia is unbelievable. If you looked at their last earnings report it…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) could become the first $10 trillion company, the CEO gave about as clean an answer as you’ll hear from a Fortune 500 executive. “Absolutely. Absolutely possible. And that’s…
