Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally…
The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while…
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is trading at an unusually soft spot heading into the second half of 2026, and our model says the setup is attractive. Shares changed hands near…
Vandita Jadeja Headlines this week are obsessed with Intel Corporation (NASDAQ:INTC | INTC Price Prediction), which has ridden the agentic AI narrative and a parade of marquee partners to a 426.95% one-year run that…
Microsoft sits at the controlling intersection of the two software industries every modern enterprise depends on: cloud infrastructure and productivity software, giving it a multi-decade structural footprint. Microsoft (NASDAQ:MSFT | MSFT Price…
Alex Sirois The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68%…
A decade ago, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) was still living down its “lost decade.” Satya Nadella had taken the CEO seat in 2014 and was quietly rewiring the company around…
Alex Sirois OpenAI just took its most concrete step yet toward Wall Street, while going out of its way to say it has not actually decided to go public. The company confidentially filed S-1…
Thomas Richmond Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news…
A 65-year-old retiree with $1 million who follows the standard 4% rule withdraws $40,000 in the first year, then increases that amount over time to keep pace with inflation. A dividend-focused alternative…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our…
Three of the largest U.S. equity index funds on the market look like clones at first glance. Vanguard 500 Index Fund ETF (NYSEARCA:VOO), iShares Core S&P 500 ETF (NYSEARCA:IVV), and Schwab U.S.…
Friday’s session broke a nine-week winning streak in the NASDAQ 100, with the index plunging hard enough to make investors wonder whether the AI-led rally in names like NVIDIA (NASDAQ:NVDA | NVDA…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk has made yet another sweeping prediction about the future of work, this time aimed squarely at software engineers. Speaking at a recent conference,…
