SoFi Technologies (NASDAQ: SOFI | SOFI Price Prediction) reported Q1 2026 results before the open on April 29, 2026, beating on revenue and meeting on EPS. Investors did not reward the earnings report. Shares…
The market’s latest artificial intelligence panic says more about investor psychology than it does about the future of AI. Reports that OpenAI missed some of its internal growth targets helped trigger a sharp selloff…
Global tech markets rarely run in straight lines, but every so often demand gets so distorted that the rules themselves start bending. That’s what we’re seeing in CPUs today. From cloud providers scaling AI…
For the last two years, investors have focused almost entirely on AI semiconductors. GPUs became the stars of the market while companies raced to build larger and more powerful data centers. But there’s a…
Investors are watching Amazon (NASDAQ: AMZN | AMZN Price Prediction) ahead of Q1 2026 results due tomorrow after the close. With a $200 billion AI capex plan on the line and AWS posting its…
If you’ve spent any time in New York City traffic, you already know the feeling — the gridlock, the honking, the creeping pace that turns a 15-minute trip into a half-hour negotiation with frustration,…
The AI trade has been one of the most powerful market narratives in decades, but it’s also been one of the most narrowly defined. For the past two years, investors have largely treated AI…
Investors are watching Corning (NYSE: GLW | GLW Price Prediction) ahead of its Q1 2026 results, expected before tomorrow’s open. The maker famous for Pyrex kitchenware and iPhone Gorilla Glass has quietly become one…
Investors are watching Coca-Cola (NYSE: KO | KO Price Prediction) ahead of Q1 2026 results due before the market opens Tuesday, April 28. After Keurig Dr Pepper (NASDAQ:KDP) posted stronger-than-expected results pointing to durable…
The 1 Number: 2,957,362 H100-equivalent GPUs. That is what NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shipped in a single quarter, and it explains why the AI compute leader still has a long runway. The…
AMD (NASDAQ:AMD | AMD Price Prediction) CEO Lisa Su told the Axios AI+ Summit last week that “We’re only in year two of a ‘massive ten-year cycle’ of rapid AI advancements and infrastructure build-out.”…
Smartphone sales have hovered in a rut for years, with global shipments often flat or down amid longer replacement cycles. Investors wondered whether AI could spark the next big upgrade wave — or if…
When Intel (NASDAQ:INTC | INTC Price Prediction) released its Q1 2026 earnings last week, the semiconductor sector got a clear signal: the AI demand story holds firm, and it’s expanding beyond GPUs into CPUs.…
Government intervention in the market isn’t new, but the scale and scope of recent U.S. investments into strategic industries has few modern parallels. From semiconductors to rare earth minerals to defense systems, the Trump…
If you blinked in late February, you might have missed one of the sharper reversals in small-cap energy storage. Shares of Eos Energy Enterprises (NASDAQ:EOSE) collapsed roughly 39% in a single stretch, rattling shareholders…
Reports that iHeartMedia (NASDAQ:IHRT) and Sirius XM Holdings (NASDAQ:SIRI | SIRI Price Prediction) are in early merger talks immediately sent shockwaves through the audio media space. Investors clearly liked one side of the equation…
Meta Platforms (NASDAQ:META | META Price Prediction) sits at a $1.7 trillion market cap, putting it in rare air. Yet, the company has flirted with the $2 trillion mark multiple times over the past…
At first glance, it doesn’t make much sense. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) — the undisputed leader of the AI chip boom — trades at roughly half the forward earnings multiple of Advanced…
Semiconductor stocks have ridden the AI wave to eye-popping heights. Data centers now devour chips for training and running large language models, pushing the sector’s valuations sky-high. Yet smart investors know not every high-flyer…
Artificial intelligence isn’t just a software story anymore — it’s an infrastructure arms race. Data centers are hitting physical limits as power consumption and heat climb alongside AI workloads. That’s where optical photonics steps…
