The spring volatility that rattled mega-cap AI names has created an opening. Three of the largest AI franchises in the market are trading meaningfully below their 52-week highs, yet the operating data…
Joel South Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Meta Platforms (NASDAQ: META) both reported Q1 2026 results on April 29, 2026, and the prints sharpened a debate I have been having with…
Jeremy Phillips Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
David Moadel On the evening of June 1, 2026, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) priced one of the largest equity offerings in corporate history: an upsized $84.75 billion raise spanning Class A common,…
Joel South Rivian (NASDAQ: RIVN | RIVN Price Prediction) has fumbled the ball at least twice recently as the company launches what it calls the “affordable” R2. Most versions of the SUV cost $55,000…
Douglas A. McIntyre 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 