A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) announced an $80 billion stock buyback,…
The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META | META Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions…
Rich Duprey Live Updates Mortgage Rates Rise 12:28pm ETMortgage rates ticked higher again this week, reaching their loftiest level since August and adding another headwind to an already strained housing market. The average rate…
Gerelyn Terzo Meta Platforms (NASDAQ: META | META Price Prediction) and Alphabet (NASDAQ: GOOG) both reported Q1 results on April 29, 2026, and the results frame a clear question. Both companies are pouring tens…
Vandita Jadeja Eight days ago, I told you that Mark Zuckerberg’s smartest move was sitting in plain sight: rent out Meta’s excess AI compute the way SpaceX is renting its to Anthropic. My May…
Jeremy Phillips You can say anything you want about Palantir (NASDAQ:PLTR | PLTR Price Prediction), but one thing no one disagrees with is the fact that it is well-run. Management has kept the ship tight…
Omor Ibne Ehsan During Meta’s (NASDAQ:META | META Price Prediction) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity…
Omor Ibne Ehsan During Nvidia’s (NASDAQ:NVDA | NVDA Price Prediction) earnings call a quarter ago, the management revealed something that even Meta (NASDAQ:META) did not. Nvidia’s CFO said, “For example, at Meta, advancements in their GEM model…
Omor Ibne Ehsan The biggest IPO conversation right now centers on SpaceX’s reported June 12 listing. Gavin Baker, founder and Chief Investment Officer of Atreides Management, thinks investors are watching the wrong name. On a…
David Moadel It is becoming easier to get into the $1 trillion market-cap club. SK Hynix and Micron Technology now belong because of the demand for memory chips. SK Hynix’s 12-month stock price jump…
Douglas A. McIntyre The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO…
The pitch for ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) is simple. You cannot buy SpaceX shares on your brokerage app, but XOVR can, and the fund packages that exposure inside a normal ticker…
Omor Ibne Ehsan On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis…
Thomas Richmond Live Updates MU $1T Club11:46am ETA surge in chip and memory stocks has lifted Micron (Nasdaq; MU) to a fresh all-time high, catapulting the company into the $1 trillion market-cap club. Micron…
Gerelyn Terzo Digital twins could soon go from science fiction to reality as the agentic wave takes off, colliding with deep personalization. Indeed, as AI gains greater access to our digital lives, as we…
Joey Frenette 