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 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 Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Alphabet (NASDAQ: GOOG) both reported on April 29, 2026, and the earnings reports reveal two AI giants pulling on different levers. Satya Nadella leaned…
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 The Nasdaq 100 and S&P 500 are blasting off with AI taking charge and more Magnificent Seven making fresh all-time highs. Despite the vicious upside rally, though, shares of Microsoft (NASDAQ:MSFT |…
Joey Frenette Cisco (NASDAQ: CSCO | CSCO Price Prediction), one of the older big tech companies in America, said in its earnings announcement that it would cut 4,000 jobs as it moves its businesses…
Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President Trump arrived in Beijing on May 13, 2026 for a state-banquet summit…
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 I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500…
Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade. Introducing Piper Sandler’s report The Bull Market…
The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL | ORCL Price Prediction) trades near $190 against a…
Shares of C3.ai (NYSE:AI | AI Price Prediction) caught a modest vote of confidence from Canaccord Genuity on May 13, as the firm raised its price target to $8 from $7 while…
The University of Michigan recently became one of the most unlikely winners of the AI boom. The school’s endowment invested $20 million in OpenAI during a very early fundraising round, well before Microsoft‘s (NASDAQ:MSFT…
Thomas Richmond Apple is back at the top of every watchlist after the latest quarter showed iPhone revenue rebounding and CEO Tim Cook touting “extraordinary demand for iPhone 17 lineup”. The setup beneath the…
