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Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind…
The long-awaited SpaceX IPO next week positions the company at roughly $2 trillion in market value. On CNBC’s Morning Call…
Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled…
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology…
It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar…
Jensen Huang has spent the last three years declaring various inflections, factories, and platforms, and the market has spent those…
Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it…
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X,…
A share of the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) closed at $226.42 on May 29, 2025. One year later, on…
Ten years ago, Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) was a sleepy storage and networking chip vendor trading under…
This article will be updated throughout the day, so check back often for more daily updates. The markets are cradling…
This article will be updated throughout the day, so check back often for more daily updates. The Nasdaq Composite slipped…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% in Tuesday’s premarket session, trading near $486 after closing…
Jim Cramer has been circling POET Technologies (NASDAQ:POET) for months, intrigued by the pitch but refusing to bite. On the…
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