The artificial intelligence race has become a contest of infrastructure as much as software. Amazon (NASDAQ:AMZN | AMZN Price Prediction), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) have each built cloud businesses that generate…
Rich Duprey Mark Zuckerberg has recently directed a team to build a standalone prediction-market app, internally called “Arena” (and also codenamed Antwerp and FBForecast), to rival Kalshi and Polymarket. The market already noticed. Retail…
Omor Ibne Ehsan Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is sitting on a Google Cloud backlog that nearly doubled quarter-on-quarter to $462 billion, and Sundar Pichai went on the most recent earnings call and said,…
CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward in shareholders’ favor. With the stock at $96.58 after a 18.12% drop…
The pitch on the REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) is pure Robinhood catnip. Mega-cap tech names you already love, monthly checks, and a distribution yield that has hovered…
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by…
Meta Platforms (NASDAQ:META | META Price Prediction) has slid hard in 2026, and that selloff has opened up a setup the model rates as one of the most attractive in mega-cap tech.…
Vandita Jadeja When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA…
Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action…
Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud…
Live Updates Flash PMI1:12pm ETThe S&P Global manufacturing flash PMI came in at 55.7 for June, edging above May’s reading and clearing the 54.8 Dow Jones consensus estimate. But the stronger headline…
On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750…
