Two of the largest names in digital advertising have moved in opposite directions over the past month, and the gap is striking. Meta Platforms (NASDAQ:META | META Price Prediction) stock is down…
An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), yet stopped short of telling clients to buy. Citi raised its price target…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
