After selling off significantly, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) looks compelling on the numbers, and Bill Ackman appears to agree. Pershing Square has reportedly been loading up on Microsoft while trimming…
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be…
Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill…
The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy…
Cash is suddenly king again on Wall Street. With recession fears lingering, interest rates still elevated, and consumers showing signs of fatigue, corporate America has been preparing for rougher weather ahead. Few…
Rich Duprey Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK…
Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability…
Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $225.83 is a Buy, with shares pressing against a 52-week high of $227.84 as the AI infrastructure cycle delivers another record quarter. The question is…
Vandita Jadeja Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room…
Jeremy Phillips Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA | NVDA…
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat…
Thomas Richmond On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC…
Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX | NFLX Price Prediction) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed…
Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) to $545 from $430 while maintaining…
David Moadel 
