9:01am ET
Investing
Nvidia Might Be a Massive Winner as SpaceX’s Orbital Data Centers Take Off
SpaceX is building data centers in orbit, and the partner positioned to profit most may surprise even the analysts watching Nvidia's every move.
NVDA Coverage Page 100
7:56pm ET
ETF
XNTK vs. QQQ: Does a 35-Stock Tech ETF Beat Just Buying the Nasdaq-100?
A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.
4:42pm ET
Investing
Hardware Bears Are Wrong and That’s Why I Keep Buying Apple on Repeat
Every quarter the bears declare the iPhone cycle dead, and every quarter Apple proves them wrong. Here is why one investor keeps adding to the position anyway, and what the skeptics keep…
3:16pm ET
Investing
Apple Is Up 20% in 2026. What Will It Take for AAPL Stock to Hit $350?
Apple stock just punched through a fresh record above $325 with a $5 trillion market cap in sight, but Wall Street's average price target still sits below where shares trade today, and…
2:46pm ET
Investing
Bank of America Says Long Semiconductors is the “Most Crowded Trade Ever”
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four…
2:18pm ET
Investing
Applied Optoelectronics Falls 12%, Coherent and Lumentum Slide as AI Optics Trade Cools
The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally…
1:45pm ET
ETF
This Growth ETF Costs 3 Cents and Has Beaten the S&P 500 in 95% of 5-Year Windows
Vanguard's cheapest growth ETF carries a nearly perfect long-term track record and a three-cent price tag, but crack open the holdings and a very different story starts to take shape.
1:44pm ET
Investing
Two AI Stocks, Two Price Targets: What’s Next for AMD and Palantir
Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most…
1:27pm ET
Investing
Price Prediction: Broadcom Stock Will End The Year at This Price
Broadcom's AI semiconductor revenue just surged 143% and CEO Hock Tan is promising numbers that sound almost too big to believe, so the real question is whether the stock has already priced…
1:04pm ET
Investing
NVDA Vs. AMD: Even if Nvidia’s Kyber Rack AI is Delayed, It is the Better Buy Over AMD
NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA barely moved. One of these valuations is pricing…
12:30pm ET
ETF
This Is the Default ‘Trump Account’ ETF for Newborns. Should You Own It Too?
The Treasury just picked one fund to hold every newborn's federally seeded investment account, but whether that same fund deserves a spot in your portfolio depends on a concentration risk buried inside…
12:28pm ET
Investing
I Keep Backing Up the Truck and Buying Amazon Because Of This Silicon Secret
Amazon's CEO quietly announced something about its chip business that rewired how one investor thinks about the stock, and Wall Street's reaction was almost silence.
11:15am ET
Investing
American CEOs Were Terrified Of China’s Dark Factories. Now The Race Is On To Build One In The U.S.
Ford's CEO called it the most humbling thing he had ever seen, and what rattled him and other Western executives is now forcing a desperate scramble to catch up before a window…
11:05am ET
ETF
VUG vs. SCHG: The Growth-ETF Showdown That Could Quietly Cost You Thousands
VUG and SCHG own nearly the same stocks, charge nearly the same fees, and attract nearly the same investor. But stretch the comparison across a decade and one fund quietly pulls thousands…
11:03am ET
Investing
NVIDIA CEO Jensen Haung: Our Next Product Is on Pace for “Giant” Sales Volumes
Jensen Huang just staked his credibility on a single word to silence delay concerns about Vera Rubin, and Wall Street is already reworking its price assumptions in response.