The AI arms race among Big Tech shows no signs of slowing. Companies continue to pour tens of billions of dollars into data centers, talent, and compute power, all chasing the next leap in…
So far in 2026, the S&P 500 is up approximately 5.2% year-to-date after posting a strong 18.1% total return in 2025. While the index has recovered from a rocky start earlier this spring, CFRA…
The S&P 500 returned 12.8% from Election Day 2024 through April 10, 2026, according to FactSet market data. Higher oil prices and tariff headlines created volatility, yet corporate results held firm and policy moves…
Investors have watched AI reshape one industry after another. Now Anthropic’s latest move has software-as-a-service (SaaS) stocks feeling the heat again. On Friday, shares of cloud and edge infrastructure names plunged as traders priced…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is drawing sharply divergent calls from two respected Wall Street firms, even as both maintain bullish ratings. Wolfe Research trimmed its price target to $360 from $390, while…
The S&P 500 is mixed after March inflation came in just below forecasts and uncertainty over a peaceful resolution to the Iran war. Tech stocks, though, were once again doing the heavy lifting. Right…
Investors have experienced the market’s recent choppiness and are growing concerned the easy gains from low energy costs are evaporating. President Trump’s “drill baby drill” agenda delivered record U.S. crude oil production of 13.6…
Applied Optoelectronics (NASDAQ:AAOI) put a $1 billion revenue target for full-year 2026 on the table when it filed its Q4 2025 earnings 8-K on February 26, 2026. The figure is forward guidance, not a…
AI infrastructure deals keep accelerating as model-development costs climb into the billions and only a handful of players can foot the bill. Last year Nvidia (NASDAQ:NVDA | NVDA Price Prediction) walked away from advanced…
Three of the most closely watched hedge funds on Wall Street added aggressively to their Netflix (NASDAQ:NFLX | NFLX Price Prediction) positions in Q4 2025 as the company’s proposed acquisition of Warner Bros. Discovery…
Chips have fueled the AI gold rush, sending valuations of stocks like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) soaring as investors piled in. Six months later, though, the hardware leader sits flat while diversified…
From Sub-Dollar Penny Stock to Defense Platform Ondas Holdings (NASDAQ:ONDS) traded below a dollar a year ago as a niche wireless communications company with drone interests. Today it is a scaled autonomous systems platform…
Bitcoin (CRYPTO:BTC) has ridden a wild ride lately. It hit an all-time high of $126,198 in October before crashing to around $60,000 in early February. Amid rising global tensions, it has risen to over…
AI data centers keep devouring storage at record clips, and memory chip demand shows no signs of slowing. NAND flash prices, in particular, keep surprising to the upside. That is what just pushed Sandisk…
U.S. gasoline prices climbed above $4 a gallon again, up 30% since late February as Middle East tensions disrupted oil routes. Electric vehicle demand has slowed, and broader markets show their own technical stress.…
The artificial intelligence race keeps delivering plot twists that would make Hollywood blush. Just when investors thought Palantir Technologies (NYSE:PLTR | PLTR Price Prediction) had locked in its spot as the enterprise data king,…
Think of AI as the new electricity — every hyperscaler needs more of it right now, or risk falling behind. Meta Platforms (NASDAQ:META | META Price Prediction) alone spent $72 billion on capex in…
AI workloads have stretched data-center capacity to the limit. Hyperscalers now spend hundreds of billions annually to keep pace, yet GPUs handle only part of the job. CPUs still orchestrate training runs, manage inference…
Software-as-a-service stocks powered portfolios for a decade on predictable revenue and fat margins. Then AI arrived. Tools that write code, design interfaces, and automate workflows triggered the so-called SaaS-pocalypse in early 2026. The iShares…
Mars exploration is heating up. NASA eyes sample returns and crewed landings by the 2030s, but its current relay satellites — some decades past design life — struggle with data traffic from rovers, orbiters…
