Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced…
The case for Apple (NASDAQ:AAPL | AAPL Price Prediction) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past…
Live Updates AI Deal 12:48pm ETAnthropic has struck a partnership with SpaceX that will give it full access to the Colossus 1 data center, adding over 300 megawatts of compute capacity before…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $196.50 sits at an interesting level. The “sell in May and go away” instinct collides with an AI capex cycle where startups complain about compute…
Omor Ibne Ehsan Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered its fifth consecutive quarter beating Wall Street’s EPS bar, and the trailing P/E of 33x is doing something that should not be possible for…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up by about 14% in early Wednesday trading, changing hands near $406 after a triple-catalyst night that combined a Q1 2026…
For most of its life, the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) was the financial equivalent of a thermostat. You set it, you forgot it, and it quietly produced a check every…
Tech futures are pointing to a strong open, with the Nasdaq Composite (^IXIC) leading the charge with a 1% increase on the heels of yesterday’s record-setting performance. Gains arrive on the back…
The S&P 500 (^GSPC) is set to extend a record run as crude tumbles and traders welcome signs the Iran conflict could be winding down. Stocks are soaring because the Strait of…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) just rewrote what a Mag 7 quarter is supposed to look like. EPS of $5.11 against a $2.63 estimate, a 94% surprise, paired with revenue of $109.90B…
Even if the latest surge proves unsustainable and shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) are destined to fly under $200 per share for another quarter or even another year, it’s…
Joey Frenette The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or NVIDIA (NASDAQ:NVDA)? Google’s decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers…
Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little. At least, that’s what the latest quarter of Alphabet (NASDAQ:GOOG | GOOG…
The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146. Returns like that show up when…
CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to…
