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…
Mobileye (NASDAQ:MBLY | MBLY Price Prediction) and Luminar Technologies (NASDAQ:LAZR) both bet their futures on autonomous driving. One is building a real business around that bet. The other is fighting for survival. Their most…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just posted one of the most striking revenue beats in recent memory, and CEO Charles Liang is not shy about what it means for the company’s…
Oil is sitting at $96 a barrel as of March 13, 2026, up from $71 just ten days ago. The Iran war has effectively closed the Strait of Hormuz, through which roughly 20% of…
“I keep thinking this has got to end, but we got confirmation this week from HP Enterprise that it’s going to go on for much longer than people think.” That’s Jim Cramer, and the…
“Chinese company ByteDance is reportedly working on building up its computing power outside of China, using top of the line Nvidia AI chips,” CNBC reported this week. That single sentence carries enormous weight for…
SentinelOne (NYSE:S | S Price Prediction) CEO Tomer Weingarten made a pointed claim on live TV recently that cuts right to the heart of the enterprise security debate: “Microsoft has the most vulnerabilities and…
Alex Karp has never been shy about saying what he thinks. But a recent comment from the Palantir CEO cuts straight to the strategic logic of modern warfare in a way that deserves attention.…
Jeff Thompson, CEO of Red Cat Holdings (NASDAQ:RCAT), went on national television with Maria Bartiromo and said something that should stop every defense investor cold. “China and Russia making about 4 million and Ukraine…
Not all enterprise software moats are created equal. That’s the framework analyst Biel laid out recently when assessing which software companies can actually survive the AI wave, and which ones just look protected until…
Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) CEO Michael Hurlston went on live television and said something you almost never hear from a public company executive: “We’re sold out really until the end of…
Michael Cuggino, fund manager at Permanent Portfolio Family of Funds, has two AI stock picks: Meta Platforms (NASDAQ:META | META Price Prediction) and Palantir Technologies (NASDAQ:PLTR). His framework cuts through the noise around AI…
Alex Karp doesn’t oversell. He’s a philosopher-CEO who speaks carefully, especially about classified operations. So when he describes what Palantir’s technology does on the modern battlefield, the words deserve close attention. “The fact that…
