Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA | NVDA…
Hours before lifting a glass with President Trump at a state banquet in Beijing’s Great Hall of the People on Thursday, Chinese leader Xi Jinping delivered a pointed warning about Taiwan. If…
Apple (NASDAQ:AAPL | AAPL Price Prediction) just delivered its best March quarter ever, raised the dividend, and authorized a fresh $100 billion buyback. Our model thinks the rally has more room to…
Vandita Jadeja Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) is a stock built to own for decades because its structural design, a diversified industrial conglomerate sitting atop the largest discretionary cash pile in corporate…
Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX | NFLX Price Prediction) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed…
Evercore ISI raised its price target on Apple (NASDAQ:AAPL | AAPL Price Prediction) to $365 from $330 while reiterating its Outperform rating, and the firm flagged a bull case scenario of $500…
David Moadel In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). Google had been building a BlackBerry clone. Within months, Andy Rubin’s…
Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President Trump arrived in Beijing on May 13, 2026 for a state-banquet summit…
Live Updates China Deal 1:06pm ETA major deal is taking shape out of Beijing. China has agreed to purchase 200 Boeing aircraft, marking the country’s first order of American-made commercial jets in…
I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500…
Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade. Introducing Piper Sandler’s report The Bull Market…
Air Force One touched down at Ted Stevens Airport outside Anchorage last night on a refueling stop on its way to an important summit in Beijing. During the stop, a man in…
Washington is signaling renewed engagement with Beijing, and investors are trying to figure out which stocks would benefit if tariffs ease, export controls loosen, and Chinese consumer demand stabilizes. Prediction markets currently…
Apple is back at the top of every watchlist after the latest quarter showed iPhone revenue rebounding and CEO Tim Cook touting “extraordinary demand for iPhone 17 lineup”. The setup beneath the…
Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is…
