The Nasdaq Composite (^IXIC) is trading in the green at Friday’s open, with the index leading the major averages as legacy chipmaker Intel’s blowout earnings report reignites the AI-infrastructure trade. The Nasdaq…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are ripping higher in Friday premarket trading, last quoted near $83.50 after the chipmaker delivered a blowout Q1 2026 earnings report. That move pushes…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) has really emerged as a force in AI chips in the past year. With the eighth generation of Google TPUs (tensor processing units) being unveiled, just…
The S&P 500 (^GSPC) is pointing lower ahead of the open on Thursday, with traders taking profits after Wednesday’s record-setting session where the benchmark rose 1% and the Nasdaq added nearly 2%.…
At Whale Rock Capital Management, a Boston-based technology-focused hedge fund managing billions in assets, Alex Sacerdote focuses on concentrating capital into a small number of companies at the center of major technology…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang recently appeared on the Dwarkesh Podcast and made one of his most direct competitive claims yet: “NVIDIA’s computing stack is the best performance…
Anthropic’s Claude Mythos Preview demonstrated that AI can now surpass all but the most skilled humans at finding and exploiting software flaws. The response was Project Glasswing, a defensive coalition including CrowdStrike,…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock just got a vote of confidence from BMO Capital Markets, which raised its price target to $410 from $400 while maintaining an Outperform rating. The…
David Moadel Live Updates Intraday High2:27pm ETToday’s gains have sent the Nasdaq Composite to a fresh intraday high, rising as much as 1.4% to 24,613. President Trump’s extension of the ceasefire with Iran as…
The Nasdaq Composite (^IXIC) is higher out of the gate on Wednesday, with geopolitical relief lifting risk appetite. The S&P 500, Dow, and Nasdaq all declined roughly 0.6% on Tuesday amid uncertainty…
The S&P 500 (^GSPC) is pointing higher Wednesday morning, with index futures extending gains session high of 0.7% as markets embrace optimism following President Trump’s decision to extend the ceasefire with Iran.…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock just earned a strong endorsement from UBS, which raised its price target on the stock to $375 from $348 while keeping a Neutral rating. The move…
David Moadel In 20 years of investing, I can’t recall an IPO generating this level of strategic noise across so many asset classes at once. SpaceX’s valuation has ramped from roughly $350 billion in…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) continues to present a compelling case for those watching the stock. The company’s data keeps drawing investors back in and if I had to buy only…
Scott Galloway has made a pointed case against the SpaceX IPO. His core argument deserves a fair hearing before I explain why I think he lands wrong. Galloway’s Case, Fairly Stated SpaceX’s…
