A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM…
Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the stock every cloud bull and AI evangelist keeps pointing at, drawn by an AI business that just crossed a $37 billion annual run rate…
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with…
Live Updates Apple Falls12:38pm ETApple (NASDAQ:AAPL) is bucking the broader tech rally Monday, slipping 1.2% after Senator Tom Cotton issued a warning against the company using blacklisted Chinese chips, a development that…
Apple (NASDAQ:AAPL | AAPL Price Prediction) rarely raises prices. That has been a working assumption on Wall Street for roughly two decades. The company absorbs component costs, squeezes suppliers, redesigns around the problem,…
The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock is rebounding sharply Friday afternoon, with shares up 5% to $371 as the broader memory and semiconductor tape stabilizes. The bounce offers a rare bright…
The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its…
Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of…
GPIQ has paid a monthly distribution every month since late 2023, with the June 2026 check landing at $0.52 per share. That headline yield, sitting somewhere near 10%, is why the Goldman…
The pitch on the REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) is pure Robinhood catnip. Mega-cap tech names you already love, monthly checks, and a distribution yield that has hovered…
Apple (NASDAQ:AAPL | AAPL Price Prediction) shareholders woke up Thursday to find that the most valuable company in the world had been undone by something the size of a Tic Tac. A…
Apple (NASDAQ: AAPL | AAPL Price Prediction) and Amazon (NASDAQ: AMZN) both posted record quarters, then collided with opposing forces: AI memory demand. Apple confirmed sweeping hardware price increases tied to a…
Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases…
