On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor’s attention. “9 data centers went offline or they went…
Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add…
Allison Ellsworth, co-founder of prebiotic soda brand Poppi, has a story that should reset how operator-investors think about marketing spend. Sitting down one Friday night with wet hair after a shower, she…
Joel South Amplify CWP Growth & Income ETF (NYSEARCA:QDVO) sits in an awkward niche: it pays a monthly distribution funded partly by call-option premiums, yet the portfolio underneath is essentially a mega-cap technology growth…
The April scoreboard for electric vehicle (EV) stocks delivers a surprise. Rivian (NASDAQ:RIVN | RIVN Price Prediction) stock outpaced the field with a 9% monthly rally in April, while Tesla (NASDAQ:TSLA) stock…
Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026. Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT)…
Raymond James lifted its price target on Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock to $280 from $225, maintaining its Outperform rating. The firm argues that major artificial intelligence (AI) partnerships and…
David Moadel At least five Wall Street firms raised price targets on Roku (NASDAQ:ROKU | ROKU Price Prediction) on May 1 following the streaming platform’s Q1 2026 beat-and-raise, with new targets ranging from $140…
Apple (NASDAQ: AAPL | AAPL Price Prediction) noted three things when it announced earnings and on its earnings call. iPhone sales have taken off like a rocket. Its financial forecasts showed ongoing…
The S&P 500 (^GSPC) clinched 7,200 for the first time ever yesterday, capping its best month since November 2020, and the index is set to open May trading on a high note.…
Bill Ackman finally got his hedge fund public, and the market answered with a shrug. Pershing Square (NYSE:JCVC) priced its IPO at $50 and closed its first session at $41, an 18%…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) currently trades at $263.99, while Wall Street’s average price target sits at $283.79, implying about 7% upside from current levels. Amazon hardly needs an introduction at this…
Thomas Richmond The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) exists to solve a peculiar information asymmetry: members of Congress and their families file STOCK Act trade disclosures within 45 days, and historically, those…
On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026…
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot…
