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…
Jensen Huang has a prediction that should reframe how you think about Nvidia’s next chapter. Speaking in a recent interview, the Nvidia founder and CEO made a statement that cuts straight to the core…
NVIDIA Corporation (NASDAQ:NVDA | NVDA Price Prediction) has delivered one of the most extraordinary growth runs in corporate history. But Sarah Kunst of Cleo Capital thinks it may be time for investors to recalibrate…
Jim Cramer came back from hearing directly from Jensen Huang with a message that cuts through the short-term noise: things on the ground are better than he expected, and that matters for where Nvidia…
Vertiv (NYSE:VRT | VRT Price Prediction) CEO Giordano Albertazzi has a message for anyone wondering whether his company can keep up with the AI infrastructure wave: the capacity is there, and it’s growing fast.…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang walked onto the GTC 2026 stage and dropped a number that stopped the room: purchase orders for the Blackwell and Vera Rubin platforms are expected…
A T. Rowe Price analyst recently said something worth paying close attention to if you’re watching the AI infrastructure buildout. His focus wasn’t on NVIDIA itself, but on what breaks first as the buildout…
A T. Rowe Price analyst recently laid out a compelling case for why Nvidia (NASDAQ:NVDA | NVDA Price Prediction) remains the most important platform in technology right now, and the argument goes well beyond…
Hightower’s Stephanie Link isn’t waiting for the all-clear. While much of the market watches geopolitical headlines, she’s putting money to work in three names ahead of what she expects to be a pivotal week…
Nebius just landed the biggest contract in its short history. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) is surging 14% in pre-market trading after announcing a deal with Meta (NASDAQ:META) worth up to $27…
There is a signal cutting through the macro noise right now, and it comes from a proprietary data product most investors have never heard of. 3Fourteen Research tracks real-time GPU availability, and what it…
Constellation Energy trades at a 40x trailing P/E with a beta of 1.1. That is not how utilities are supposed to behave. It is how high-growth tech infrastructure companies behave, and that gap between…
Alex Kantrowitz, founder of Big Technology and a CNBC contributor, delivered a pointed critique of Meta’s AI positioning this week, and the core of his argument comes down to one number: 900 million weekly…
