Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally…
Jeremy Phillips Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade…
The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while…
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction,…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction, NASDAQ:GOOGL) recently raised $85 billion with Berkshire Hathaway’s stamp of approval, and Meta Platforms (NASDAQ:META) seems to be heading in the same direction. The difference is that Google…
Omor Ibne Ehsan Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos,…
The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68%…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is positioned as a multi-decade compounder because it pairs a near-monopoly cash engine in Google Search with a compounding cloud and AI franchise at a valuation…
Alex Sirois Apple (NASDAQ:AAPL | AAPL Price Prediction) finally put its rebuilt Siri on the WWDC stage on Monday, June 8, and the market verdict was swift. The stock spiked 3% during the keynote…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our…
While the SpaceX IPO grabs the headlines, three other private AI and defense names on the 2026 initial public offering (IPO) calendar are also highly anticipated: Anduril, Anthropic, and Databricks. None trades…
Wall Street can’t stop talking about Intel (NASDAQ:INTC | INTC Price Prediction), the once-faded chipmaker now sporting a 168.75% year-to-date rally on the back of an NVIDIA $5 billion equity injection, a…
Friday’s session broke a nine-week winning streak in the NASDAQ 100, with the index plunging hard enough to make investors wonder whether the AI-led rally in names like NVIDIA (NASDAQ:NVDA | NVDA…
David Moadel Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw…
