Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room…
Jeremy Phillips Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials. Amazon is one of the very few that owns the dirt and the compute. That dual ownership, hardened by…
Joel South Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA | NVDA…
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat…
Thomas Richmond On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC…
Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX | NFLX Price Prediction) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed…
JPMorgan reiterated its Overweight rating on Netflix (NASDAQ:NFLX | NFLX Price Prediction) with a $118 price target on May 14, following the company’s fourth annual advertising upfront. The firm’s thesis centers on…
Wall Street’s chat rooms can’t stop talking about GameStop (NYSE:GME | GME Price Prediction) after Ryan Cohen’s $56 billion offer for eBay (NASDAQ:EBAY) sent the meme crowd into another frenzy. But here’s…
Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President Trump arrived in Beijing on May 13, 2026 for a state-banquet summit…
One firm is doubling down on its bull case for the online marketplace. Citi analyst Ronald Josey raised his price target on eBay (NASDAQ:EBAY | EBAY Price Prediction) stock to $127 from…
Our Amazon (NASDAQ:AMZN | AMZN Price Prediction) view is straightforward: the cloud and AI infrastructure story is accelerating, the model still has room to re-rate, and the recent pullback has reset valuation…
Vandita Jadeja Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is…
A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of…
Thomas Richmond Once Netflix (NASDAQ: NFLX | NFLX Price Prediction) dropped out of the race for Warner Bros. Discovery, it was supposed to bounce back. Most investors in the company could not see why…
Picture a first-time investor who sinks $200 into Intel shares and watches the position climb to $850, a 280% gain. The instinct is to feel like a genius and let it ride.…
