Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a…
Jeremy Phillips Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead. Whether you have discounts today and you want to…
Jeremy Phillips Nvidia (NASDAQ: NVDA | NVDA Price Prediction) and Palantir Technologies (NASDAQ: PLTR) both reported blockbuster quarters and sit at different layers of the same AI wave. Nvidia sells the physical infrastructure that…
Vandita Jadeja Corning Incorporated (NYSE:GLW | GLW Price Prediction) makes the physical infrastructure that the modern world cannot function without, and that list of dependencies keeps growing. Glass That Holds the World Together Corning…
Omor Ibne Ehsan AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion, and the global AI market is projected to reach $4.8 trillion by…
Monthly income checks from a portfolio of NVIDIA, Apple, Microsoft, and Alphabet sound appealing until you realize those same stocks have compounded at extraordinary rates for a decade. The investor’s dilemma is…
Active management in large-cap growth has a credibility problem. Most active funds charge more, trade more, and deliver less than the index over time. Fidelity Fundamental Large Cap Growth ETF (NYSEARCA:FFLG) is…
Weekly income checks from a basket of the world’s most powerful tech companies sound appealing, but the mechanics behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) are more complicated than…
Austin Smith Snap (NYSE:SNAP | SNAP Price Prediction) stock is down 7% on Thursday, heading toward $4.50 after opening at $4.90. That decline lands on the last trading session before Good Friday as the…
David Moadel Wells Fargo trimmed its price target on Meta Platforms (NASDAQ:META | META Price Prediction) to $765 from $856 while maintaining an Overweight rating ahead of quarterly results. The cut acknowledges near-term macro…
Joel South Vanguard S&P 500 Growth Index Fund ETF Shares (NYSEARCA:VOOG) offers a yield of just 0.46%, a byproduct of owning growth companies rather than a reason to own the fund, and investors evaluating…
My portfolio has benefited from the hyperscaler capex race for the better part of two years now, and even I did a double-take when Dylan Patel, CEO of semiconductor and AI research…
Jeremy Phillips Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to…
Jeremy Phillips Still a giant in its field, GE Aerospace (NYSE:GE | GE Price Prediction) shares are down nearly 14% over the past month and nearly 5% year to date, even as the business…
Tech giants Microsoft (NASDAQ:MSFT | MSFT Price Prediction) and Meta Platforms (NASDAQ:META) both reported earnings in early 2026, spotlighting two very different AI bets. Microsoft is selling the infrastructure of the AI…
Vandita Jadeja 
