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)…
The long-awaited SpaceX IPO next week positions the company at roughly $2 trillion in market value. On CNBC’s Morning Call Sheet on Friday, June 5, Adam Kobeissi, Editor in Chief of The…
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…
Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here’s Why, he argued that…
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…
It’s big news as the buzz gets louder surrounding the most publicized IPO in years. CNBC reporter Robert Frank reported on June 5 that SpaceX’s IPO is set to price next Friday,…
Pre-Market Stock Futures: Futures are trading mixed on Friday as we prepare to close out one of the craziest weeks on Wall Street this year. On a day when we saw yet…
It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen Huang praised Marvell Technology…
Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down by about 7% to $1,004 in mid-morning trading on Thursday, June 4, after Broadcom (NASDAQ:AVGO) delivered an AI chip outlook that…
Shares of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) are down 8% in early Thursday trading, changing hands near $679 after Wednesday’s close of $747.61. The move marks the cybersecurity leader’s worst single-day…
A Fidelity strategist walked onto a podcast armed with base-rate data and a blunt challenge to everyone still haunted by Cisco's collapse in 2000, and her argument is harder to dismiss than…
Live Updates Quantum IPO1:56pm ETQuantinuum (NASDAQ:QNT) made its public market debut Thursday on the Nasdaq, the product of a merger between Honeywell’s quantum computing division and UK-based Cambrs.idge Quantum. The listing arrives…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026…
The stock market has developed a peculiar habit during the artificial intelligence boom: good news is no longer enough. Investors now demand great results, raised guidance, and proof that AI growth is…
Rich Duprey 
