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…
It can be tough to chase breakout moments, especially if a consolidating stock has already dealt out a fake-out in the past year. In any case, Nvidia (NASDAQ:NVDA | NVDA Price Prediction)…
I keep clicking the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and I know how that sounds at a $5.26 trillion market cap. I am a long-term investor who reads…
Vandita Jadeja Shares of Seagate Technology (NASDAQ:STX | STX Price Prediction) and Western Digital (NASDAQ:WDC) capped a blockbuster April with another leg higher Thursday afternoon. WDC stock added 5% midday, trading near $434, while…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are climbing again Thursday afternoon, up about 4% to $27.40. The move extends a dramatic one-month rebound for the artificial intelligence (AI)…
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 recycling…
It took quite a few months, but Nvidia (NASDAQ:NVDA | NVDA Price Prediction) found its way back into the $5 trillion club. Until now, it’s the only member, and while there’s a…
Joey Frenette Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s chip dominance: “There is the potential for this to entirely disrupt Nvidia,…
Joel South At $92.37, Netflix (NASDAQ:NFLX | NFLX Price Prediction) is a Hold. The stock has been a top-tier compounder for a decade, but the post-earnings dip has not made it cheap enough to…
I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction), and I am here to admit my earlier bearish stance was wrong. A few months ago I was convinced…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are trading near $201 in mid-morning action on Thursday, down roughly 4% from Wednesday’s close of $209.25. The selling caps a stretch of intense…
David Moadel 
