Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this…
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks…
Ten years ago, ASML (NASDAQ:ASML | ASML Price Prediction) was a respected Dutch equipment maker quietly perfecting a technology most investors had never heard of: extreme ultraviolet lithography. Today, it is the…
Alex Sirois ASML (NASDAQ:ASML | ASML Price Prediction) has positioned itself in the enviable position of being the only equipment supplier capable of manufacturing lithography systems that can delineate patterns on semiconductor wafers at…
Jordi Visser of Weiss Multi-Strategy Advisers is leaning hard into the AI buildout, telling Anthony Pompliano on The Pomp Podcast that “the AI generational situation is still in the first or second…
Thomas Richmond Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price…
In this piece, we’ll have the battle of the semi firms with monopolistic firms atop the semiconductor market. Undoubtedly, both firms are absolutely critical to the production of semis. Without them, none…
Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still…
The iShares Core MSCI EAFE ETF (NYSEARCA:IEFA) has quietly become one of the year’s standout core holdings, trading near $97 after a 8% year-to-date run and a 22% one-year gain. With $169.6…
If you bought Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) for the monthly checks, the prospectus detail that matters most this year is the one you probably skimmed: IDVO is unhedged.…
The stock-split conversation is heating up again. KLA announced a 10-for-1 forward split in May 2026, and Booking Holdings completed a 25-for-1 split announced in February 2026. With two marquee names in…
The Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) has quietly become one of the more interesting income vehicles in the international space, with the ETF returning 35% over the past year…
Wall Street has rediscovered the stock-split playbook. KLAÂ (NASDAQ: KLAC | KLAC Price Prediction) announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21%…
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But the smarter seat is upstream,…
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco…
