Prediction: Wall Street May Be Sleeping on This AI Cloud Giant
Micron has surged over 250% this year on an AI memory boom, but our price target sits below where shares trade today while Wall Street analysts aim far higher. The gap between those two…
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Vandita Jadeja
Meta Stock: The Market Is Punishing AI Spending. Here’s Why I’m Still Bullish
Meta's ad engine is breaking records and daily users just crossed 3.60 billion, yet the stock keeps sliding as Wall Street flinches at Zuckerberg's AI spending spree. The real question is whether that selloff…
Intel Tripled in a Year. Here’s Where It’ll Reach in Another 12 Months
Intel shares are up over 300% in a year, but Wall Street still has serious doubts, and the gap between the consensus target and the bull case reveals a high-stakes bet on whether one…
The Best AI Trade of 2026 Isn’t a Chip Stock
Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have…
Price Prediction: One Number Could Decide How High Microsoft Goes in 2027
Azure just crossed $100 billion and Copilot is scaling fast, yet Microsoft shares sit flat on the year. One overlooked number buried in the earnings report could determine whether this stock doubles Wall Street's…
Intel Owns Just 2 Stocks Worth $620 Million: Here’s What That Concentrated Bet Reveals
Intel sits on roughly $30 billion in cash, yet its entire disclosed stock portfolio fits inside just two struggling companies tied to autonomous flight and self-driving cars. The reasoning behind that concentrated bet says…
Berkshire’s Biggest Second-Quarter Move Was This Stock. Should You Buy, Sell or Hold?
Berkshire Hathaway just made Alphabet its largest second-quarter purchase by a wide margin, but the same quarter revealed a cash flow figure that would make most investors pause. Here is what the bulls and…
David Tepper’s 3 Biggest Bets in The Second Quarter: Buy, Sell or Hold?
Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following his lead.
Prediction: This AI Stock Could Double in 12 Months
ServiceNow just crossed a milestone that Wall Street has barely noticed, and our model says the window to act is closing faster than most investors realize.
Ray Dalio Has Invested Over $900 Million In This Stock. Should You Buy?
Ray Dalio just placed a $900 million bet on a chipmaker that has already surged over 20% this year, and Wall Street is watching closely to see if the smartest money in the room…
Prediction: Micron Is Up 240% This Year, and Here Is the Next Catalyst
Micron has staged one of the most stunning rallies of the AI era, but a new catalyst looms that could either extend the run dramatically or expose the stock to a sharp reversal. Here…
Berkshire Raised Its Alphabet Share Count by 658% in a Single Quarter. Here’s Where The Stock is Headed
Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI story that…
Tiger Global Just Swapped Big Tech for This Chip Stock. Should You Follow?
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a stock already…
AMD at $514, PLTR at $174: Buy, Sell or Hold?
AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years of flawless…
The Market Is Sending a Signal And These Stocks Stand Out
Three AI infrastructure giants are flashing the same rare combination of signals at once, and analysts are quietly setting price targets that would require gains few stocks ever deliver in a single year.
Amazon Crossed $3 Trillion. Here’s What Comes Next.
Amazon briefly touched $3 trillion before pulling back, and a $4 billion insider sale spooked the market just as AWS posted its fastest growth in 18 quarters. Whether that retreat is a warning sign…
Wall Street Is Divided on Tesla’s Next Move: Buy, Sell or Hold?
Tesla just posted record deliveries and a massive revenue beat while simultaneously cratering its own earnings and flipping free cash flow negative. Wall Street's 47 analysts cannot agree on what that contradiction means, and…
Billionaires Are Betting on This Overlooked Stock. Should You Buy?
Daniel Loeb just made Warner Bros. Discovery his largest new position, exiting Nvidia and Broadcom to fund it. Here is what billionaires see that most analysts are still missing.
Mastercard vs. Visa: One Fintech Giant Has the Stronger Growth Story
Visa just crossed $4 trillion in quarterly payments volume while Mastercard keeps quietly expanding its margins and winning high-profile clients. Both giants reported earnings days apart, and the gap between their growth stories is…
Cisco vs. Broadcom: One Stock Looks Like the Better AI Play
Cisco just posted a networking super cycle quarter while Broadcom reported AI semiconductor numbers that border on absurd, and the two stocks now sit at nearly the same valuation multiple despite wildly different growth…