With big tech’s CapEx in the hundreds of billions and the potential for them to test the $1 trillion in the next year, investors, many of whom are starting to get just…
Joey Frenette Rumors are largely gone. Insiders have leaked that the SpaceX IPO trigger will get pulled on June 12. Elon Musk’s company will try to raise $80 billion at a valuation north of…
Douglas A. McIntyre Brad Conger, chief investment officer at Hirtle Callaghan, sat down on Barron’s Streetwise with Jack Hough this month with a message every AI investor should hear before clicking buy. “I think there’s…
Jeremy Phillips Meta’s (NASDAQ:META | META Price Prediction) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our…
Omor Ibne Ehsan There’s been much discussion about the possibility of an AI bubble of late. Of course, not everybody has the risk tolerance or conviction to make bearish bets on the highest-flyers within the…
Joey Frenette 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 
