Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at…
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…
The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action?…
Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) just delivered a quarter where Data Center revenue…
Vandita Jadeja Warren Buffett has a great deal to worry about at Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction). Among them is that his net worth has dropped by $5 billion this year…
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…
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index,…
On a recent Earn Your Leisure segment, co-host Rashaad Bilal quoted investor Barry Atlas with a claim that stops you mid-scroll: “these companies are going to make more money than all of…
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
If you put $10,000 into Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) on the last trading day of 2025, you are sitting on about $19,400 this morning. The same $10,000 in the S&P 500…
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is down 5% to $942, SanDisk…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55%…
The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing…
You can argue about almost every line in a NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) earnings release. The size, the margins, the customer concentration, the China hole. What you cannot argue about…
