AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global…
Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU | MU Price Prediction). The stock is trading at below $900, which means the call implies the shares would have…
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade…
The crowd on Polymarket is pricing a 100% probability that SpaceX completes its IPO by June 30, with the offering targeted at $135 per share for a $75 billion raise. If that…
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Live Updates High Water Mark11:56am ETJPMorgan is offering a measured read on Wednesday’s inflation print, characterizing May’s 4.2% CPI reading as the high-water mark for this cycle, according to Bloomberg. The bank…
The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH…
Micron Technology (NASDAQ:MU | MU Price Prediction) at $949.28 is a Hold, with fresh capital better deployed on a pullback toward $760. The stock has rallied on AI memory demand, but the…
Alex Sirois Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 6%,…
Live Updates Bullish on Palantir Stock12:32pm ETBaird reemphasized its “outperform” rating and $200 price target on Palantir (NASDAQ:PLTR | PLTR Price Prediction) stock following attendance at AIPCon 10, flagging convictions it believes…
The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio…
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by…
Micron Technology (NASDAQ:MU | MU Price Prediction) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has…
Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw…
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks…
