Editor’s Note: a prior version of this article incorrectly stated the Eaton acquisition of Boyd Thermal was pending when the acquisition closed in March. This article has been reflected to reflect this information. Everyone…
For most of the last decade, Intel (NASDAQ:INTC | INTC Price Prediction) was the stock you didn’t want to own. NVIDIA crushed it on AI accelerators, TSMC ate its foundry lunch, and AMD chipped…
Steve Eisman said on a recent podcast: “I’m sort of bewildered, given that there’s a war going on, why people would be selling defense stocks.” The reason that bewilderment matters to your portfolio is…
Although Wall Street treats homebuilders as cyclical, Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) just doubled down on the industry in a way that demands attention. On Sunday, May 31, 2026, Berkshire agreed to…
SpaceX filed its S-1 with the SEC on May 20, 2026, ahead of what became the largest IPO on record. The 308-page document contains a phrase that has no precedent in IPO history: a…
CNBC’s Dominic Chu confirmed this morning that Nvidia’s new PC chip lands in Dell and Lenovo laptops and desktops starting fall 2026, runs on Microsoft Windows, and targets thin-and-light form factors capable of running…
Although the bull case has rarely sounded louder, Wall Street has a long memory, and that memory is not kind to stretched valuations that meet an inflation regime. The SPDR S&P 500 ETF Trust…
Most retirees with seven-figure 401(k) balances never run the math on what their Required Minimum Distributions will look like when the IRS starts requiring them. They should. A $1.6 million pre-tax balance can throw…
The S&P 500 dividend yield has fallen to 1.08%, a level the index has not seen since the 1800s. For retirees who built their income plan around stock dividends, that number is the financial…
Although NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang rarely lacks for big numbers, his latest one stopped Wall Street cold. Huang has been telling audiences that humanoid robots represent a $40 trillion…
Buried deep in SpaceX’s freshly filed IPO paperwork sits one of the strangest risk disclosures I’ve read in years. It describes a threat that could limit launches, ground satellites, and force expensive course corrections…
Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is…
If you are in your 70s with a sizable traditional IRA and adult kids in their peak earning years, the question of when to pull money out is worth more than most stock picks…
On a recent episode of the Early Retirement – Financial Freedom podcast titled “Why I Chose To Retire At 70 (Surprising Truth Revealed),” the host (a retirement-focused financial planner) asked a question that quietly…
Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot. I have been studying physical AI deployments for…
Wedbush’s Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio. His line: “This is 3rd…
Two of the loudest, most experienced voices in financial media just pounded the table on a stock the crowd has written off. On Mad Money on May 28, 2026, Jim Cramer hosted legendary technician…
Mark Cuban sold Broadcast.com to Yahoo in April 1999 for $5.7 billion in stock. He then made more money hedging that Yahoo stock than he did from the sale itself. Read that twice. The…
Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to date. And Micron Technology (NASDAQ:MU) just…
NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or…
