NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $225.83 is a Buy, with shares pressing against a 52-week high of $227.84 as the AI infrastructure cycle delivers another record quarter. The question is…
Vandita Jadeja Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room…
Jeremy Phillips Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX…
Jeremy Phillips Meta Platforms (NASDAQ:META | META Price Prediction) is dominating headlines because Q1 looked like a blowout, with EPS of $10.44 versus $6.66 expected and revenue of $56.31 billion growing 33.1% year over…
Omor Ibne Ehsan Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA | NVDA…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the…
David Moadel A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat…
Thomas Richmond Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) to $545 from $430 while maintaining…
David Moadel I keep buying Meta Platforms (NASDAQ:META | META Price Prediction) because I have rarely seen a business this large still compound this fast, and the market handed me a discount on the…
Vandita Jadeja For much of the past three years, Wall Street has rewarded Meta Platforms (NASDAQ:META | META Price Prediction) for ruthless capital discipline. The 2023 Year of Efficiency cut roughly 21,000 jobs, pushed…
Jeremy Phillips I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500…
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings…
David Moadel Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are down 10% in Tuesday trading, changing hands near $116 after closing at $129.44 on Monday. Advanced Micro Devices (NASDAQ:AMD) is sliding alongside, off…
Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target to $500 from $475 while maintaining a Buy rating. Broadcom (NASDAQ:AVGO |…
David Moadel A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of…
Thomas Richmond 
