Wall Street used to obsess over quarterly cloud growth. Now it’s tracking power consumption, GPU shipments, and data-center construction schedules. That shift became impossible to ignore after the latest earnings reports from…
Rich Duprey The Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV) was built to solve a single problem for investors: capturing the autonomous and electric vehicle buildout without having to pick the eventual winners…
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…
The Nasdaq Composite (NASDAQ: ^IXIC) heads into May with record-setting momentum, closing April with a 15% monthly gain, its biggest since April 2020. Thursday’s nearly 1% advance capped the run, and after-the-bell…
For investors who want exposure to the artificial intelligence buildout without trying to pick the next NVIDIA, the iShares Future AI & Tech ETF (NASDAQ:ARTY) pitches a single-ticket solution: spread chips across…
The S&P 500 (^GSPC) clinched 7,200 for the first time ever yesterday, capping its best month since November 2020, and the index is set to open May trading on a high note.…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) currently trades around $208.27, while Wall Street’s consensus price target sits at $268.61, leaving a gap of roughly 29% between where the stock currently trades and…
Thomas Richmond Micron (NASDAQ: MU | MU Price Prediction) has been on an extraordinary run. Shares are up 64% year-to-date and have returned 572% over the past year, fueled by an AI memory supercycle…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) closed the books on blockbuster quarters. NVIDIA posted $68.13 billion in Q4 FY2026 revenue on 73.21% growth. AMD followed with $10.27B and 34.1%…
The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) exists to solve a peculiar information asymmetry: members of Congress and their families file STOCK Act trade disclosures within 45 days, and historically, those…
On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026…
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot…
Jigar Shah, the former head of the Department of Energy’s Loan Programs Office and co-founder of Generate Capital, used his recent Prof G Markets appearance with Ed Elson to throw cold water…
Omor Ibne Ehsan Of everything SanDisk (NASDAQ:SNDK | SNDK Price Prediction) said in its fiscal Q3 report, the real story is a paradox. They posted an adjusted gross margin of 78.4%, a level that sits…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep…
