The performance of some members of the Magnificent 7 has fallen apart. And several companies have climbed the list of those controlling market movements. The Mag 7, as it is sometimes called,…
Douglas A. McIntyre For much of the last two decades, investors enjoyed a powerful but often overlooked tailwind. Corporate America was shrinking the supply of publicly traded shares through massive stock buyback programs. According to…
Rich Duprey The optics told the story before the lawyers did. At the recent America 250 UFC card on the White House lawn, Mark Zuckerberg sat ringside while Anthropic CEO Dario Amodei was nowhere…
Danielle Liverance After SpaceX’s (NASDAQ: SPCX | SPCX Price Prediction) IPO, Elon Musk’s net worth rose to $1.27 billion, making him the first trillionaire in world history (at least as far as most people…
Douglas A. McIntyre I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the louder the market panics about the company’s $125 billion to $145 billion capital expenditure plan, the…
Alex Sirois It’s hard to be genuinely bullish on stock markets these days, even as the AI revolution moves ahead and models like Claude Code and Claude Mythos look to transform the way we…
Joey Frenette Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent…
Jeremy Phillips Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten…
Omor Ibne Ehsan Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It…
Joey Frenette I’ll cut to the chase. Oklo (NYSE:OKLO | OKLO Price Prediction) trades at $57.49, well off its 52-week high of $193.84, and our proprietary model still sees real upside from here. Our…
Vandita Jadeja A trillion-dollar market cap used to be a club reserved for software empires and one graphics chip company that surprised the world. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) now sits…
Omor Ibne Ehsan Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 5% in Friday trading, changing hands near $512 in the afternoon. The move comes after Citi delivered one of the…
David Moadel Meta Platforms (NASDAQ:META | META Price Prediction) just delivered Q1 revenue of $56.31 billion, up 33% YoY, and EPS of $10.44 against a $6.66 consensus. CEO Mark Zuckerberg said the company is…
Vandita Jadeja Artificial intelligence is reshaping nearly every corner of the technology industry, but it is also transforming corporate finance. Companies are no longer just competing for customers or market share. They are competing…
Rich Duprey Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is back on every screen this week after a 27.98% single-session collapse and a $7 billion equity-linked financing announcement that has retail traders glued…
Alex Sirois 