Software stocks are in a quiet crisis that most investors haven’t fully reckoned with. The S&P 500 Software Index is down 22% year-to-date, a collapse that would normally drag any tech-heavy fund…
Semiconductor stocks have spent the past month getting hit from multiple directions: export control uncertainty, broader market volatility, and a VIX that climbed to nearly 30 in early March before settling around…
Live Updates Wedbush Analysts Reiterated Outperform Rating on Apple8:45am ETAnalysts at Wedbush just reiterated an outperform rating on Apple (NASDAQ: AAPL | AAPL Price Prediction), noting that the company “has represented a…
Nehal Chopra over at Ratan Capital Management has been crushing the markets and most other hedge funds in recent years. While the latest market slide may have lowered the tides on most…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) finds itself caught between two powerful forces on Thursday. NVDA stock is down roughly 3% in today’s session, a modest but notable move that reflects a…
David Moadel Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are down 7%, heading toward the $22 area in Thursday trading as a new shareholder lawsuit layers fresh legal pressure onto an already…
Tech giant Nvidia (NASDAQ: NVDA | NVDA Price Prediction) reported Q4 revenue of $68.13 billion, up 73.2% year-over-year, while Palantir Technologies (NASDAQ: PLTR) posted Q4 revenue of $1.41 billion, up 70% year-over-year.…
Collectively, the Magnificent Seven companies are spending colossal sums of money on CapEx as they look to swing for the fences on AI. With CapEx in the ballpark of $650 billion for…
Joey Frenette Most investors holding Vanguard 500 Index Fund ETF Shares (NYSEARCA:VOO) don’t think of it as a bet on technology. But with 32.2% of the fund sitting in the Information Technology sector, and…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is trading at around $216 this morning, down approximately 2% as broader market weakness pulls it off Wednesday’s strong close. The retreat follows…
Intel (NASDAQ:INTC | INTC Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both closed fiscal year 2025 with Q4 earnings that tell very different stories. Intel is fighting to rebuild credibility around its…
Despite the sluggish start to 2026, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) remains at the very front of the AI chip race, and its CEO Jensen Huang arguably remain the face of…
Joey Frenette With the Federal Reserve having cut rates from 4.5% to 3.75% over the past six months, the calculus for income investors is shifting. Cash and money market yields are drifting lower, while…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang made a $1 trillion forecast this March during the company’s GTC 2026 conference. During his keynote, Huang projected that cumulative demand for Nvidia’s…
IBM (NYSE:IBM | IBM Price Prediction) CEO Arvind Krishna made a notable observation about the current deal-making environment in a recent on-air interview, anchoring his comments to the company’s latest acquisition: “I…
