Apple’s next chief executive has tipped his hand on artificial intelligence, and the message is the opposite of what is coming out of Redmond, Mountain View and Menlo Park. John Ternus, who…
June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: stepping back to ask which businesses have already produced multi-decade…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
Intel (NASDAQ:INTC | INTC Price Prediction) has been one of the most explosive turnaround stories of 2026, with shares up 263.12% year to date through June 18. After a 12% single-day surge…
There have been renewed talks about whether tariffs could send us into another phase of trade wars. And while it’s up for debate as to whether a trade war 2.0, so to…
Mark Gurman dropped a bit of a bombshell, highlighting 2027 as Apple‘s (NASDAQ:AAPL | AAPL Price Prediction) “biggest product year” ever, and he’s most definitely not wrong. The product pipeline is packed,…
Joey Frenette If you bought ProShares UltraPro QQQ (NASDAQ:TQQQ) thinking you were getting three times the Nasdaq-100 for the long haul, the fund’s own math has a different plan for your money. The product…
Gene Munster, Managing Partner of Deepwater Asset Management, used a CNBC segment on June 18, 2026 to tie together two critical semiconductor stories: Apple‘s willingness to raise iPhone prices and the parabolic…
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is surging in Thursday trading, up 11% to $2,170. Western Digital (NASDAQ:WDC) stock is also flying, up 7% to roughly $764. The catalyst landed before…
I keep hitting the buy button on Apple (NASDAQ:AAPL | AAPL Price Prediction), and the June panic over Fed Chair Kevin Warsh has only made my finger faster. Momentum traders are dumping…
Alex Sirois Live Updates Amazon's AI Chip Expansion12:20pm ETAmazon (NASDAQ:AMZN | AMZN Price Prediction) shares are climbing 2.1% after Bloomberg reported the company is in talks to sell its custom-built AI chips for use…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is ripping higher Thursday morning, up 10% to around $133 in early trading. The catalyst is a high-profile announcement out of Washington that ties the…
Hyperscalers are pouring hundreds of billions into AI infrastructure, but one strategist thinks the technology itself will make those data centers obsolete before they pay off. The historical precedents he points to…
The Berkshire Hathaway annual meeting is in the rearview mirror, and investors are now parsing Greg Abel’s early portfolio moves as CEO. The Q1 2026 13F told a clear story: Abel is…
On a recent Diet TBPN segment, John Coogan and callers Quinn Thompson and Nick Carter spent a chunk of the show trying to make sense of what happened to SpaceX’s (NASDAQ:SPCX | SPCX…
