Hyperscalers Hit $700 Billion in 2026 AI Spending Plans
On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026…
On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026…
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) has cracked into a momentum regime that looks structurally difficult to derail, with shares pushing to $385 by the close on Thursday after the company delivered…
Charles Schwab’s Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the split tape after Wednesday’s mega-cap tech reports with a clear thesis on…
Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s chip dominance: “There is the potential for this to entirely disrupt Nvidia,…
Meta Platforms (NASDAQ:META | META Price Prediction) stock fell after JPMorgan downgraded it to Neutral from Overweight, cutting the price target to $725 from $825. The call came the morning after a…
Wall Street is responding to Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) blowout Q1 2026 report with a synchronized wave of price target hikes. At least six firms raised targets on April 30,…
The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a…
Seagate Technology (NASDAQ:STX | STX Price Prediction) is the name lighting up screens this morning after a 17.13% earnings beat sent shares up roughly 13% after the close. The setup deserves a…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are trading near $201 in mid-morning action on Thursday, down roughly 4% from Wednesday’s close of $209.25. The selling caps a stretch of intense…
Live Updates Dow Soars, Nasdaq Whimper1:35pm ETThe market indices are split, with the Dow Jones Industrial Average now powering ahead by over 700 points, or 1.4%, while the Nasdaq Composite is holding…
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are spiking higher in early Thursday trading after the search giant delivered a blowout Q1 2026 report. GOOGL stock closed Wednesday at $349.94 and is…
The Nasdaq Composite (^IXIC) opened higher Thursday after a wave of mega-cap tech earnings, a 2% Q1 GDP print, and a pullback in crude oil. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is…
The S&P 500 (^GSPC) is off to the races this morning, up 0.50% thanks to tailwinds from mega-cap earnings beats and a sharp pullback in oil prices, even as the Fed’s preferred…
Two weeks ago, I wrote a piece asking readers a blunt question: do you own enough Google? The stock was sitting at $332.91 when I drafted it. I’ve held it for almost…