Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at…
Jeremy Phillips Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our…
Live Updates Bank of America Reiterated Buy Rating on Oracle9:47am ETBank of America just reiterated a buy on Oracle (NYSE: ORCL) ahead of Wednesday’s earnings. “We reiterate our Buy rating and raise…
From Niche Server Builder to AI Infrastructure Powerhouse A decade ago, Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) was a quiet Silicon Valley server maker most investors had never heard of.…
Nvidia CEO Jensen Huang has spent the past several years becoming one of the most influential executives in the world. In the wake of the AI boom, Nvidia has become one…
Maurie Backman The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio…
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by…
Three of the largest U.S. equity index funds on the market look like clones at first glance. Vanguard 500 Index Fund ETF (NYSEARCA:VOO), iShares Core S&P 500 ETF (NYSEARCA:IVV), and Schwab U.S.…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Meta Platforms (NASDAQ:META) just reported quarters that sit on opposite sides of the same AI trade. NVIDIA sells the picks and shovels. Meta is one…
Vandita Jadeja Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is…
Friday’s session broke a nine-week winning streak in the NASDAQ 100, with the index plunging hard enough to make investors wonder whether the AI-led rally in names like NVIDIA (NASDAQ:NVDA | NVDA…
David Moadel Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares have drawn renewed investor attention following the company’s May report, with the chipmaker positioned at the center of an accelerating AI infrastructure cycle that has…
Vandita Jadeja Jensen Huang has a way with grand pronouncements. On NVIDIA’s most recent earnings call, the CEO told investors that “the buildout of AI factories, the largest infrastructure expansion in human history, is…
Joel South Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a…
