On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026…
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot…
Jigar Shah, the former head of the Department of Energy’s Loan Programs Office and co-founder of Generate Capital, used his recent Prof G Markets appearance with Ed Elson to throw cold water…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep…
I’m coming out of Microsoft’s (NASDAQ:MSFT | MSFT Price Prediction) Q3 FY2026 earnings report with a clear stance: the setup looks compelling at current levels. Microsoft just posted $82.88 billion in revenue,…
Vandita Jadeja Microsoft (NASDAQ:MSFT | MSFT Price Prediction) delivered its fiscal Q3 2026 report after the close on April 29, 2026, beating on both the top and bottom line. Yet the stock is down…
Rich Duprey NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling…
Charles Schwab’s Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the split tape after Wednesday’s mega-cap tech reports with a clear thesis on…
Microsoft’s (NASDAQ:MSFT | MSFT Price Prediction) fiscal third-quarter earnings report had every ingredient of a rally catalyst. Instead, the stock did the opposite. Shares are trading around $400 through midday on April…
Joel South Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are down 5% in midday trading Thursday, changing hands near $402 after closing Wednesday at $424.46. The slide arrives despite a clean fiscal third…
The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a…
Wall Street is divided on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) after the company’s fiscal Q3 2026 report. Barclays trimmed its price target to $545 from $600 while keeping an Overweight rating,…
David Moadel Live Updates Dow Soars, Nasdaq Whimper1:35pm ETThe market indices are split, with the Dow Jones Industrial Average now powering ahead by over 700 points, or 1.4%, while the Nasdaq Composite is holding…
The Nasdaq Composite (^IXIC) opened higher Thursday after a wave of mega-cap tech earnings, a 2% Q1 GDP print, and a pullback in crude oil. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is…
As Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Meta, Alphabet, and Amazon (NASDAQ: AMZN) announced earnings, they reiterated the amounts they would spend on AI data centers, and some said they were…
