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 At $475.51, Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story…
Alex Sirois For much of the past month, Wall Street has been chanting the same three letters: SPCX, the Nasdaq ticker SpaceX intends to use when it begins trading on June 12, 2026. Retail…
Jeremy Phillips Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally…
Jeremy Phillips Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come…
David Moadel Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Meta Platforms (NASDAQ:META | META Price Prediction) is a stock worth owning for decades because its grip on global advertising attention, fortress balance sheet, and cash generation machine make it one of…
Alex Sirois Alphabet (NASDAQ:GOOG | GOOG Price Prediction, NASDAQ:GOOGL) recently raised $85 billion with Berkshire Hathaway’s stamp of approval, and Meta Platforms (NASDAQ:META) seems to be heading in the same direction. The difference is that Google…
Omor Ibne Ehsan Live Updates High Water Mark11:56am ETJPMorgan is offering a measured read on Wednesday’s inflation print, characterizing May’s 4.2% CPI reading as the high-water mark for this cycle, according to Bloomberg. The bank…
Gerelyn Terzo The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68%…
Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at…
Jeremy Phillips 
