Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt…
President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year. Any…
I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500…
Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened…
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis…
Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade. Introducing Piper Sandler’s report The Bull Market…
Piper Sandler’s Chief Market Technician Craig Johnson walked onto CNBC’s Morning Call Sheet with a message for anyone planning to trade today’s Trump-Xi headlines: keep your expectations in check. Asked how the…
Air Force One touched down at Ted Stevens Airport outside Anchorage last night on a refueling stop on its way to an important summit in Beijing. During the stop, a man in…
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings…
The stock market has produced some astonishing winners over the years, but what’s happening with Nvidia (NASDAQ:NVDA | NVDA Price Prediction) feels different. Five years ago, Nvidia was still largely viewed as…
Rich Duprey Bank of America raised its price target on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) to $320 from $300 on Wednesday, reiterating its Buy rating after lifting its calendar year 2030 AI data…
David Moadel The Wall Street debate over Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) crystallized on May 13, 2026, when two major firms reached opposite conclusions on the same stock. Bank of America‘s…
A major analyst just made a bold bull case for memory. Micron Technology (NASDAQ:MU | MU Price Prediction) stock picked up one of the most dramatic price target hikes a large-cap semiconductor…
The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8%…
Intel (NASDAQ:INTC | INTC Price Prediction) is the stock of the moment, riding a 250.79% year-to-date melt-up and dominating every chip headline. But here is what you should actually be watching. The…
