The number to focus on is $190 billion, the new top end of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction)’s 2026 capital expenditure guidance. CFO Anat Ashkenazi walked the Street up to that…
Omor Ibne Ehsan On June 1, CNBC reported that Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) invested an additional $10 billion in Alphabet (NASDAQ:GOOGL) through a private stock purchase, deepening its bet on artificial intelligence.…
All eyes were on what Berkshire Hathaway (NYSE:BRK.B) was up to in its very first quarter with Warren Buffett’s successor, Greg Abel, at the helm. We’ve all heard about the size of…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) at $376.37 looks attractively priced. After a 119.91% one-year run, the market is still mispricing the highest-margin compounder among the Magnificent Seven. Alphabet runs the dominant…
Alex Sirois Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% in Tuesday’s premarket session, trading near $486 after closing Monday at $459.97. Marvell Technology (NASDAQ:MRVL) stock is up 17% to around…
If you bought Alphabet (NASDAQ:GOOGL) 15 years ago and never touched it, you would be sitting on one of the cleaner compounding stories in mega-cap tech. The company you bought in 2011…
Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror. After cutting through that noise, three names…
The Invesco QQQ Trust (NASDAQ:QQQ) has ripped higher in the spring rally, climbing 10% in the past month and 19% year to date to trade near $727. That rebound from the early-April…
The Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) closed at around $34, capping a roughly 25% gain over the trailing twelve months and a roughly 5% advance in the past month alone. That…
The pitch behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) is intuitive: own all seven Magnificent Seven names through a single ticker, collect a fat weekly distribution, and let YieldMax…
Wedbush’s Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio. His line: “This…
Peter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI…
Omor Ibne Ehsan Apple (NASDAQ:AAPL | AAPL Price Prediction) is back at the top of every watchlist after another headline-friendly earnings beat, a fresh $100 billion buyback authorization, and a one-month rally that has retirement…
A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) announced an $80 billion stock buyback,…
At $121.77, Intel (NASDAQ:INTC | INTC Price Prediction) is a Hold. After a year that turned a left-for-dead semiconductor name into one of the market’s loudest comeback stories, the question is whether…
