D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said…
President Trump’s May 2026 OGE Form 278-T disclosure revealed something genuinely unusual in volume, with more than 3,600 individual stock trades in the first quarter of 2026, with heavy concentration in AI…
At $7.53, Rackspace Technology (NASDAQ:RXT) is a Hold, with an aggressive Buy trigger if a macro panic drags shares back to $5.00. After a 675.57% year-to-date rip, the real question is how…
Nancy Pelosi filed a Periodic Transaction Report earlier this year, disclosing a purchase of AllianceBernstein (NYSE:AB | AB Price Prediction) units in the $1,000,001 to $5,000,000 range, with a transaction date of January 16,…
Sixty thousand dollars a year is the income many retirees are actually trying to replace. It is enough to support a comfortable lifestyle in much of the country, especially for households that…
Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
Carter Worth, the founder of Worth Charting and a regular on CNBC’s Closing Bell, told viewers this week that the memory chip trade has gone too far, too fast. His call: trim,…
Goldman just named its next-wave AI winners, and the picks go far beyond the usual chip suspects. Five stocks sit directly in the blast radius of a trillion-dollar infrastructure buildout, and the…
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion…
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is in the middle of the most aggressive AI ramp in semiconductor history, yet shares trade nowhere near their 52-week high. CEO Hock Tan told investors…
Vandita Jadeja A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed…
AI infrastructure stocks have given investors a textbook entry window this month. The trio that anchors the spending cycle has all pulled back from spring highs, even as the underlying revenue trajectory…
Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide,…
