A Heritage Foundation economist is challenging the Trump administration's push for semiconductor tariffs, arguing that the timing could saddle chip buyers with higher costs before a single new American fab is ready to ship…
Venezuela sits on the world's largest proven oil reserves and ships barrels to U.S. refiners without crossing a single conflict-prone waterway, yet a former Chevron executive who knows the country's fields firsthand says the…
AI agents are multiplying inside corporate networks faster than security teams can track them, and two cybersecurity companies just proved that scramble translates directly into record-breaking revenue growth.
Jim Cramer spent Tuesday questioning Nvidia's biggest strategic moves, then reversed course Wednesday with one of his most bullish calls in years. Here is what changed his mind.
IREN's $3.4 billion NVIDIA contract and a 12% monthly rally set sky-high expectations heading into tonight's fiscal Q4 report, but a massive impairment charge and a brutal revenue miss are already rattling the bull…
Marvell enters tonight's Q2 report riding a nearly 190% year-to-date surge, but with Polymarket traders pricing in a 94% chance of an EPS beat, the real question is whether any result can actually surprise…
Hyundai's CEO says tariffs are accelerating a localization push that was already underway, and the numbers behind that push reveal just how dramatically the company is betting on America outpacing its own four decades…
Robert Reich sees white-collar workers in the crosshairs of AI and American homebuyers caught in a trade war neither side can win. His diagnosis of what connects those two threats may surprise you.
The Magnificent Seven barely budged this year, yet markets keep hitting new highs. A JPMorgan strategist points to a quieter group of companies now driving the AI rally, and their order backlogs suggest the…
CrowdStrike reports after the bell tonight with its AI security narrative on the line, a stretched valuation, and options traders quietly positioning for a stumble. Five signals will reveal whether the Mythos moment holds…
Salesforce heads into tonight's Q2 report carrying a 25% one-month rally and a $27.5 billion buyback, but Wall Street still questions whether Agentforce can restore the double-digit growth that justifies the rebound.
Nvidia walks into tonight's report carrying a $91 billion revenue target, a near-certain Blackwell ramp, and a stock that has beaten earnings four straight times yet still fallen in the days that followed. Something…
Jim Cramer is raising an uncomfortable question about Nvidia before its earnings report: when a company writes a massive check to a partner that then builds a direct competitor, is that strategic genius or…
A top Bank of America analyst says Nvidia's earnings tonight will reveal something far more important than whether the company beat estimates, and it has everything to do with what the balance sheet is…
SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one stock, and the S&P 500 options market is already showing the strain.
Semtech enters its Q2 report with a six-quarter beat streak, a 73.5% Polymarket probability of another beat, and a stock that just shed 21.6% in a single week. Whether tonight's 1.6T guidance validates the…
Zoom just dropped its Q2 numbers after the bell, and shares moved in a direction that has investors questioning whether the AI growth story can survive its own rising expectations.
Intuit beat earnings estimates and still watched its stock crater after the bell, leaving investors to sift through guidance, Mailchimp's stumble, and an AI monetization pitch to decide whether the 25% rebound just hit…
When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that uncertainty targets…
A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.
