Gavin Baker is not a household name like Buffett or Druckenmiller, but among serious technology investors, his views on AI carry enormous weight. The Atreides Management founder is known for podcast appearances…
It’s 13F season when Wall Street funds release their holdings. One of the most widely followed 13F reports is David Tepper’s Appaloosa Management. Tepper is one of the most successful hedge fund…
The SPDR NYSE Technology ETF (NYSEARCA:XNTK) offers something most tech ETFs don’t: equal-weighted exposure to the full technology spectrum. While mega-cap funds like QQQ concentrate 40% of assets in five stocks, XNTK…
Live Updates Citi Bullish on NVDA Heading into Earnings9:56am ETWith NVDA earnings next week, analysts at Citi just reiterated a buy rating on the tech giant. The firm noted that it’s recommending…
The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings…
Western Digital (NASDAQ:WDC | WDC Price Prediction) moved sideways this week, dipping 0.35% to close at $281.58 on February 13. But zoom out, and the picture changes dramatically. The stock is up…
It won’t come as much of a surprise if you have been closely watching the market that shares of Micron Technology (NASDAQ:MU | MU Price Prediction) climbed 4% over the past week,…
The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx in 2026. Amazon (Nasdaq: AMZN) | AMZN Price Prediction just announced $200 billion in…
Micron Technology (NASDAQ:MU | MU Price Prediction) has delivered a stunning start to 2026. The memory giant’s stock has surged 44% year-to-date, reaching $417.88 as of midday trading. That’s part of a…
Even as the market dives, Micron Technologies (NASDAQ: MU | MU Price Prediction) is rocketing higher. All after CFO Mark Murphy addressed “inaccurate reporting” about the company’s next-generation high-bandwidth-memory positioning, saying that…
Live Updates Silver Sell-Off 12:32pm ETCommodities are sending signals to the stock market that the Fed is unlikely to cut rates at its next meeting based on yesterday’s strong jobs data featuring…
Live Updates Bill Ackman Adds Tech12:16pm ETHedge fund manager Bill Ackman has made some changes to his portfolio. According to SEC filings, Ackman’s Pershing Square has added positions in Amazon (Nasdaq: AMZN),…
Live Updates This is Why Booking Holdings is Exploding Higher12:45pm ETShares of Booking Holdings (BKNG) are up $86 to $4,322. That’s after the travel stock gapped from about $5,100 to a low…
Live Updates Alphabet Debt Demand 11:46am ETAlphabet is tapping European debt markets, lining up more than $11 billion in sterling- and Swiss franc-denominated bonds, including a rare 100-year note. Investor demand is…
When it comes to electronic devices, the technology sector is facing some major hurdles: Smartphone production from Apple, Qualcomm, Xiaomi, and ARM Holdings are all being reduced. Tablets and PCs will all…
John Seetoo 
