In a revealing April 2026 interview on the Dwarkesh Podcast, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang delivered a stark warning about the competitive landscape. He stated that if global…
Live Updates Stocks Stall 12:47pm ETThe wind has gone out of the market’s sails this afternoon, with the Nasdaq Composite barely eking out a slight gain while the S&P 500 has turned…
The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much…
The S&P 500 (^GSPC) punched to a fresh record Wednesday, with the broader market index now perched above 7,300. With a 7.6% YTD gain in the S&P 500 (^GSPC), bulls are back…
Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM…
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF…
Three of the most-watched AI names point in three different directions at current prices: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $196.50 looks most attractive on valuation, AMD (NASDAQ:AMD) at $355.26 looks…
Shares of Hut 8 (NASDAQ:HUT) are surging 35% in midday trading Wednesday. Riot Platforms (NASDAQ:RIOT | RIOT Price Prediction) stock is climbing 13% in tandem, as investors reprice former Bitcoin mining pure-plays…
Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is $398.04, which sits modestly below where shares currently trade after a blistering rally. With AMD changing…
Vandita Jadeja Wall Street unleashed one of the most aggressive coordinated price target hikes of the year on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) following its blowout Q1 FY2026 report. Two firms upgraded…
David Moadel Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced…
Humanoid robots have moved beyond assembly lines. AI-powered machines are being trialed for legal research, financial analysis, and front-line customer service, pushing automation into work historically considered safe from displacement. AI-powered robotics…
Live Updates AI Deal 12:48pm ETAnthropic has struck a partnership with SpaceX that will give it full access to the Colossus 1 data center, adding over 300 megawatts of compute capacity before…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up by about 14% in early Wednesday trading, changing hands near $406 after a triple-catalyst night that combined a Q1 2026…
David Moadel Tech futures are pointing to a strong open, with the Nasdaq Composite (^IXIC) leading the charge with a 1% increase on the heels of yesterday’s record-setting performance. Gains arrive on the back…
