Wall Street has spent months questioning Mark Zuckerberg's aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $130 to $145 billion after a Q1 in which revenue…
The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are…
Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the…
Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with…
Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to…
Stifel analyst Adam Borg raised the firm’s price target on CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) to $660 from $480, maintaining a Buy rating ahead of the company’s fiscal Q1 2027 earnings…
Currently, option traders are betting that Nvidia’s (NASDAQ: NVDA | NVDA Price Prediction) market cap could rise or fall by $355 billion based on earnings. Nvidia’s current market cap is $5.3 trillion.…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reports fiscal Q1 2027 results later today, and the bar has rarely looked higher. The traders on CNBC’s Fast Money segment “Yields Surge and Prepping for…
If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like…
Income investors have spent the last two years quietly migrating away from traditional dividend stocks toward a newer category of fund that generates cash flow from options premiums rather than corporate payouts.…
At $420, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) screens as compelling for research. The stock has slid 12.22% year to date even as the AI business surged past a $37 billion annualized…
Vandita Jadeja Walk through a typical retail brokerage account in 2026 and the AI sleeve looks like a teenager’s bedroom. A little NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), a little Palantir (NASDAQ:PLTR), a few “AI-adjacent” small…
Credo (NASDAQ:CRDO | CRDO Price Prediction) slid from $210.97 on May 11 to below $160 in five trading days, and the only question that matters at this price is whether hyperscaler capex…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) trades at $421.92 after a rough start to 2026, down 11.26% year to date and 8.54% over the past 12 months. Our 24/7 Wall St. price…
Vandita Jadeja Ben Carlson of Ritholtz Wealth Management has flagged what he calls “one of the biggest trends that I’ve seen in the wealth management space in the last 5 years”: clients walking in…
