NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered one of the most consequential quarters in semiconductor history, and the stock is responding. After a 66.34% one-year run and a fresh post-earnings bid,…
Vandita Jadeja Oklo (NYSE:OKLO | OKLO Price Prediction) sits at a fascinating inflection point. After peaking near $171.56 in October 2025 and giving back most of those gains, the advanced nuclear story is back…
Vandita Jadeja Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST | VST Price Prediction) stock purchase tied…
David Moadel The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure…
Gavin Baker, the tech investor whose track record gives him an audience whenever he sits down with Patrick O’Shaughnessy, floated a number on a recent podcast that should make anyone modeling NVIDIA’s…
The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) keeps rising more and more, no matter how “bad” the news gets. Since Election Day 2024, the index is up 30%, a run that has…
Tucked inside SpaceX’s pre-IPO S-1 filing are two project names most investors have never heard. Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative. Tesla…
You buy the iShares Russell 1000 Growth ETF (NYSEARCA:IWF) expecting broad growth exposure. The Russell 1000 Growth Index holds 391 names, and IWF tracks all of them. The catch is that roughly…
Live Updates Walmart Outlook Raises Consumer Concerns9:42am ETThe U.S. consumer isn’t okay. Unfortunately, that’s what Walmart’s latest guidance is signaling. While the company posted inline EPS of 66 cents and revenue of…
The Magnificent Seven question facing investors in 2026 is how to own these names. Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) answers with one ticker holding all seven mega caps at equal weight, rebalanced…
The pitch on the Vanguard Information Technology ETF (NYSEARCA:VGT) is sector breadth. You pay nine basis points, you get the entire information technology sleeve of the U.S. market, roughly $125 billion in…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the stock everyone is talking about, riding a $5.34 trillion market cap on the back of an AI capex wave that has lifted shares 62.77%…
The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are…
Joel South Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O’Shaughnessy’s Invest Like the Best program. Baker’s…
Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the…
