Brad Gerstner laid out his most bullish case yet. The founder and chief executive of Altimeter Capital Management made it for Meta Platforms (NASDAQ:META | META Price Prediction) during a live CNBC…
David Moadel A steady monthlong climb has put a bigger round number on the radar for Apple (NASDAQ:AAPL | AAPL Price Prediction) shareholders. Apple stock is up 10% over the past month to $340…
David Moadel Buyers are giving Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) a second look after the chipmaker’s renewed agreement with Apple (NASDAQ:AAPL) initially drew sellers. Qualcomm stock is up 6% to $205.21 in afternoon…
Oracle (NYSE:ORCL | ORCL Price Prediction) still stands behind its fuel cell contract. That news is lifting Bloom Energy (NYSE:BE), even after Oracle reportedly issued a force majeure notice on the data…
Neocloud stocks, the specialized providers that build and run data centers packed with graphics processing units (GPUs) for artificial intelligence work, are under pressure, and IREN Limited (NASDAQ:IREN) stock is falling hardest.…
Profit taking is hitting Meta Platforms (NASDAQ:META | META Price Prediction) after a monthly run fueled by its new AI agent, Muse. Meta Platforms stock is down 4% to $750.18 early in…
David Moadel The AI infrastructure trade is moving higher as investors focus on long-term power access and contracted revenue, with Cipher Digital leading a group that includes TeraWulf and Applied Digital. The latest move…
Chip buyers are stepping back into Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock. The rebound follows a steep drop and is running well ahead of the rest of the semiconductor group.…
David Moadel Oracle (NYSE:ORCL | ORCL Price Prediction) stock is down 6% to $136.73 in morning trading, a sharp move that has the company decoupling from the rest of the cloud complex. Meanwhile, CoreWeave…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are sliding in morning trading, giving back a slice of one of this year’s most extraordinary runs among large-cap technology names. Shares are down 3%…
QYLD investors who counted on return-of-capital treatment all year sometimes open their April 1099 to find ordinary income instead, and the fee structure quietly compounds that surprise in ways the monthly check…
TQQQ's 0.82% expense ratio tells only a fraction of what the fund actually costs to own. The charge that matters most never appears on the fact sheet, and at today's rates it…
DoorDash (NASDAQ:DASH | DASH Price Prediction) stock has slid sharply over the past month, falling by several times what the broad consumer discretionary group has done while large-cap technology has climbed. The…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology…
SK Hynix (NASDAQ:SKHY) stock is falling 3% today to $189.79 despite Wolfe Research raising its price target on the memory-chip maker to $250 from $200. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock…
