The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index…
The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) stock surged…
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach.…
Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add…
The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy…
Amplify CWP Growth & Income ETF (NYSEARCA:QDVO) sits in an awkward niche: it pays a monthly distribution funded partly by call-option premiums, yet the portfolio underneath is essentially a mega-cap technology growth…
Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, is telling clients to slow down on semiconductors after one of the sharpest rallies the group has…
At $92.37, Netflix (NASDAQ:NFLX | NFLX Price Prediction) is a Hold. The stock has been a top-tier compounder for a decade, but the post-earnings dip has not made it cheap enough to…
I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction), and I am here to admit my earlier bearish stance was wrong. A few months ago I was convinced…
Like many investors, I enjoy old Buffett videos for their lessons, but also for the quaint numbers of the past. Such as when he bought 5% of Disney for something like $4…
I keep buying Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and I am not going to pretend otherwise. Every paycheck, every rebalance, every time the stock pulls back, the buy button gets warm…
Vandita Jadeja Reports on Tuesday morning that OpenAI missed internal goals on user targets and revenue have rattled the AI infrastructure complex. Per Bloomberg, as flagged in a BTIG morning note, investors are questioning…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) has been one of the most remarkable AI infrastructure stories on the market, and the setup heading into the back half of fiscal 2026 looks compelling.…
Vandita Jadeja Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang recently appeared on the Dwarkesh Podcast and made one of his most direct competitive claims yet: “NVIDIA’s computing stack is the best performance…
