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…
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just printed one of the most extraordinary quarters in mega-cap history. Q1 FY27 revenue hit $81.6 billion, up 85.2% year over year, with Data Center alone…
Vandita Jadeja When the CEO of the world’s most valuable company tells you to back up the truck on his own sector, it pays to listen. Jensen Huang did exactly that recently, framing the…
Live Updates BofA Bears 1:59pm ETBank of America is urging investors to take profits, warning that roughly 70% of its bear-market indicators have fired, a level the firm says has historically aligned…
There’s a pre-IPO document making the rounds that reads like a chapter from an Arthur C. Clarke novel. The company behind it wants to launch 100 gigawatts of compute to space each…
