NVIDIA Corporation (NASDAQ:NVDA | NVDA Price Prediction) continues to be a compelling case study in accelerating growth at scale. Every time analysts suggest the story is priced in, the company prints another…
Live Updates Meta Quest12:56pm ETMeta (Nasdaq: META) is passing along higher memory costs to consumers. According to reports, Mark Zuckerberg’s company is hiking prices on its Quest headset lineup starting April 19th.…
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the…
Steve Ballmer was CEO of Microsoft (NASDAQ: MSFT | MSFT Price Prediction) from 2000 to 2014, which was after his friend Bill Gates stepped down. Ballmer was the 30th employee when he…
Douglas A. McIntyre I’ve been following Peter Diamandis’s commentary on AI infrastructure for the better part of two years now, and his recent observation on the “Moonshots with Peter Diamandis” podcast (EP 246) is stunningly…
The S&P 500 Software Index is down 30%, and it increasingly looks to be on the verge of bottoming out and recovering. The Invesco Nasdaq Internet ETFÂ (NASDAQ:PNQI) might be the perfect buy…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock received a price target cut to $185 from Mizuho this week, though the analyst maintained an Outperform rating. The move reflects valuation recalibration ahead…
Cloudflare (NYSE:NET | NET Price Prediction) stock is getting a vote of confidence from Mizuho even as the firm trims its price target. Mizuho lowered its price target on Cloudflare to $235…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock got a reality check from Mizuho on Tuesday, as the firm slashed its price target on shares to $515 from $620 while maintaining an Outperform…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is a Hold at $386. The stock has shed roughly 19% year-to-date while posting earnings beats, creating tension between deteriorating price action and accelerating AI fundamentals.…
Joel South Micron Technology (NASDAQ:MU | MU Price Prediction) presents a compelling bull case at $420.52. Fundamentally, the argument for owning it has rarely been cleaner for a semiconductor name of this scale. With…
If passive fund mechanics are your jam, and mega-cap concentration risk is the bread you eat it on, what Steve Sosnik laid out recently on The Compound and Friends is one of…
Tech giant Microsoft (NASDAQ:MSFT | MSFT Price Prediction) trades at $370.87 as of writing, down 23.14% year-to-date. Our price target is $488.47, implying roughly 31.71% upside over the next 12 months. Our…
Vandita Jadeja CrowdStrike (NASDAQ: CRWD | CRWD Price Prediction) has quietly built the financial profile of a blue-chip company, and investors are beginning to ask whether it belongs in the most famous index in…
Live Updates Tech Turns Higher 12:47pm ETThe markets are clawing back earlier losses, including tech stocks, sending the Nasdaq Composite higher by 0.53%. Today’s biggest tech gainers include Microsoft (Nasdaq; MSFT), Broadcom…
