The cooldown period for the broad basket of AI stocks, especially the semiconductors, appears to have ended, thanks in part to the rise of agents and powerful frontier models like Anthropic’s Claude…
Bank of America has added FedEx (NYSE:FDX | FDX Price Prediction) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion.…
Douglas A. McIntyre The question is not whether Amazon (NASDAQ: AMZN | AMZN Price Prediction) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems,…
Shares of The Trade Desk (NASDAQ:TTD | TTD Price Prediction) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a…
On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May.…
Don Lair Vanguard Total Stock Market ETF (NYSEARCA:VTI) and iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) both promise the entire investable US equity market in a single ticker. Yet the index each…
Mark Zuckerberg told 8,000 Meta employees in early May that their jobs were a casualty of the company's AI infrastructure budget. Through mid-July 2026, more than 165,000 tech workers have been cut…
Don Lair The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit…
Andy Jassy is going all in. Amazon (NASDAQ:AMZN | AMZN Price Prediction) plans to deploy roughly $200 billion in CapEx in 2026, the largest single-year infrastructure bet in corporate history. The market…
Joel South Cameco (NYSE:CCJ | CCJ Price Prediction) stock just earned a fresh vote of confidence from Bay Street. Scotiabank analyst Orest Wowkodaw raised his CCJ stock price target to $175 from $150, keeping…
Meta Platforms (NASDAQ:META | META Price Prediction) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should…
Omor Ibne Ehsan The case for Apple (NASDAQ:AAPL | AAPL Price Prediction) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered its fifth consecutive quarter beating Wall Street’s EPS bar, and the trailing P/E of 33x is doing something that should not be possible for…
Omor Ibne Ehsan Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker…
