The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler…
State Street’s 2026 Global ETF Outlook puts a stake in the ground on page 20: the first $1 trillion ETF will land this year. The frontrunner is the Vanguard 500 Index Fund…
Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) currently trades at $33.28. That is striking for a company that just reported revenue more than doubling year over year. Supermicro builds AI-optimized servers…
Apple (NASDAQ:AAPL | AAPL Price Prediction) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused…
David Moadel Three of the most-watched AI names point in three different directions at current prices: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $196.50 looks most attractive on valuation, AMD (NASDAQ:AMD) at $355.26 looks…
Lucid Group (NASDAQ:LCID | LCID Price Prediction) saw its Morgan Stanley price target cut in half to $5 from $10 on May 6, with the firm keeping its Underweight rating. The cut…
Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced…
The case for Apple (NASDAQ:AAPL | AAPL Price Prediction) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past…
Live Updates AI Deal 12:48pm ETAnthropic has struck a partnership with SpaceX that will give it full access to the Colossus 1 data center, adding over 300 megawatts of compute capacity before…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $196.50 sits at an interesting level. The “sell in May and go away” instinct collides with an AI capex cycle where startups complain about compute…
Omor Ibne Ehsan Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered its fifth consecutive quarter beating Wall Street’s EPS bar, and the trailing P/E of 33x is doing something that should not be possible for…
Omor Ibne Ehsan Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up by about 14% in early Wednesday trading, changing hands near $406 after a triple-catalyst night that combined a Q1 2026…
David Moadel For most of its life, the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) was the financial equivalent of a thermostat. You set it, you forgot it, and it quietly produced a check every…
