Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data…
Jeremy Phillips The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns. Through mid-May, large-cap value indexes are running ahead of several…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) is starting to look like a real frontrunner in physical AI. Now, it’s no mystery that Amazon has been putting robots to work at its warehouse,…
Joey Frenette Imagine looking at your retirement account and seeing that your money is helping build a city on Mars. That scenario is no longer science fiction. SpaceX has officially filed its S-1 paperwork…
Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST | VST Price Prediction) stock purchase tied…
David Moadel The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure…
One of the best ways to gauge how badly Target (NYSE: TGT | TGT Price Prediction) has been beaten down by competitors is to look at the five-year performance of the company…
If you bought AMZY at inception hoping to clip Amazon-sized income checks while still riding Amazon’s run, the numbers since October 2023 force an honest conversation. The YieldMax AMZN Option Income Strategy…
Wall Street has spent the last six months questioning Mark Zuckerberg's aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1…
Jeremy Phillips Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the…
Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with…
Wells Fargo trimmed its price target on Amazon (NASDAQ:AMZN | AMZN Price Prediction) to $312 from $313 while maintaining an Overweight rating. The firm’s reinforced conviction is that AWS sits at the…
David Moadel Once a year, the results of “The 2026 Axios Harris Poll 100 reputation rankings” are released in May. It is based on a poll of 6,226 Americans to pick the 100 most…
Currently, option traders are betting that Nvidia’s (NASDAQ: NVDA | NVDA Price Prediction) market cap could rise or fall by $355 billion based on earnings. Nvidia’s current market cap is $5.3 trillion.…
David Tepper of Appaloosa Management is already a big name in the hedge fund world. What makes Tepper stand head and shoulders above the crowd at a time like this, though, is…
