On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May.…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Palantir (NASDAQ: PLTR) just delivered the cleanest hardware-versus-software split in the AI economy. NVIDIA closed FY2026 with $215.94B in revenue and another Data Center…
Jensen Huang co-founded Nvidia (NASDAQ: NVDA | NVDA Price Prediction) in 1993 and still owns roughly 3.5% of shares outstanding. He has given no indication that he plans to step down. Yet…
Trey Thoelcke Invesco QQQ Trust (NASDAQ:QQQ) and Invesco NASDAQ 100 ETF (NASDAQ:QQQM) track the same Nasdaq-100 index, yet they serve different investor wallets. With QQQ closing at $694.94 and QQQM at $286.12 on May…
Vanguard Total Stock Market ETF (NYSEARCA:VTI) and iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) both promise the entire investable US equity market in a single ticker. Yet the index each…
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE)…
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one…
The Suburb as Server Farm NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) wants the next AI factory to sit in your garage. Through a partnership with California startup Span, the chipmaker is teaming…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock has cooled off from its highs, but our proprietary model still sees room to run. The path to $300 is real, and it runs through…
Vandita Jadeja The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit…
In a revealing April 2026 interview on the Dwarkesh Podcast, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang delivered a stark warning about the competitive landscape. He stated that if global…
The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) carries a market capitalization of $4.81 trillion, second only to NVIDIA (NASDAQ:NVDA) at $5.05 trillion as of May 7, 2026. The Class C shares…
The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much…
At $384.27, Alphabet (NASDAQ:GOOG | GOOG Price Prediction) looks attractive on a research basis, even after a 30.5% one-month run. The stock cleared $380 last week on a Q1 earnings beat that…
