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…
Ever wonder why some portfolios keep delivering steady income even when the market turns choppy? Dividend growth stocks have a quiet edge. According to Hartford Funds’ analysis with Ned Davis Research, S&P 500 stocks…
The market has spent much of 2026 stuck between two competing forces — stubbornly high interest rates and a growing expectation they’ll eventually fall. That tension has left income investors asking a simple question:…
Somehow, members of Congress have turned relatively modest salaries into impressive investment portfolios while the rest of us grind it out in the market. For years, questions have swirled around lawmakers buying and selling…
The market has spent much of the year rewarding caution and punishing complacency. After a long stretch where mega-cap tech felt untouchable, volatility has crept back in — driven by shifting interest-rate expectations, AI…
The market has a funny way of chasing what’s visible while missing what actually powers it. Everyone is focused on AI chips, software, and trillion-dollar tech giants. But here’s the question investors should be…
QuantumScape (NYSE:QS | QS Price Prediction), the pre-revenue solid-state battery developer, used its Q4 2025 report to pair a narrow earnings beat with a strategic pivot: chasing AI data centers, robotics, aviation and defense…
Markets don’t usually wait for permission — they anticipate it. That’s why cannabis stocks jumped ahead of the official news that the Justice Dept. would reclassify marijuana from Schedule I to Schedule III. But…
The stock market loves a clean story — growth company, value play, or cyclical rebound. Tesla (NASDAQ:TSLA | TSLA Price Prediction) used to fit neatly into the first category: the high-octane EV disruptor rewriting…
Texas Instruments (NASDAQ:TXN | TXN Price Prediction) just delivered the kind of quarter that validates the entire data center infrastructure thesis. The analog chipmaker posted Q1 FY2026 revenue of $4.83 billion, beating the $4.53…
