The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the…
Intel is having a moment again, with the Intel (NASDAQ:INTC | INTC Price Prediction) turnaround story dragging retail money back into a name that has spent the past four years as a…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are trading near $396 in early action Tuesday. The move caps a stunning run that has the AI chip designer up 50%…
For years, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue.…
Rich Duprey At $134, Palantir (NASDAQ:PLTR | PLTR Price Prediction) screens as fully valued, while at $220, NVIDIA (NASDAQ:NVDA) screens more attractively on the numbers. Both anchor the AI trade, but their setups differ…
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…
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor…
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be…
A listener named Carrie Anne wrote into the Rich Habits Podcast with a problem most adult children would recognize. She wants to pay her late 60s parents $1,000 a month for watching…
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction)…
The semiconductor trade is starting to get just a bit overheated once again as the cohort leads to a reinvigoration of sorts in the AI trade. With Cerebras (NASDAQ:CBRS) hitting the ground…
Joey Frenette Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s price target on Intel to $130 from $95 and kept a Buy…
The iShares S&P 500 Growth ETF (NYSEARCA:IVW) charges 0.18% a year to own a basket of large-cap growth stocks you can rent for a quarter of that price elsewhere. On a $200,000…
An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), yet stopped short of telling clients to buy. Citi raised its price target…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the operating system of the AI economy. It just closed fiscal 2026 with $215.94 billion in revenue and $120.07 billion in net income, numbers that…
Vandita Jadeja 
