Hedge funds have net-sold U.S. technology stocks for four straight weeks, with semiconductor and hardware names at the center of the unwind, according to Goldman Sachs prime brokerage data cited by Reuters.…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) now carries a market capitalization of a little more than $300 billion as of July 3, 2026, which has taken many investors on a nice…
CNBC’s Jim Cramer has spent much of 2026 warning that the stock market’s biggest short-term risk lies in the ever building IPO pipeline. His concern boils down to a simple analysis pulled…
On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits…
President Trump rang the opening bells of the NYSE and NASDAQ from the Oval Office on July 4, 2026, officially launching Trump Accounts. Two days later, he told reporters: “If we have…
On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ…
Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a…
The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet…
Jim Cramer went on CNBC’s Squawk on the Street Tuesday morning to defend the memory names getting hammered after South Korea’s market dropped nearly 5% overnight. Samsung posted a record quarter, missed…
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of the AI hardware trade. Micron reported $41.46 billion in fiscal Q3 revenue…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) and Google (NASDAQ:GOOGL) both just delivered blowout Q1 2026 reports, yet their businesses look nothing alike. Palantir rebounded 14.55% in the past week after touching a…
Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure…
U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully invested in the idea that this bull market can continue for some…
Micron Technology (NASDAQ:MU | MU Price Prediction) has become the memory story of the AI cycle. Cloud Memory revenue hit $13.769 billion in fiscal Q3 2026 alone, and non-GAAP gross margin ballooned…
Vandita Jadeja Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is…
