Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s recent appearance on the Dwarkesh Podcast was one of the most direct and consequential things he’s said publicly in years. His argument, stripped…
Jeremy Phillips Quantum computing stocks are extending their remarkable run into a third consecutive session. IonQ (NYSE:IONQ | IONQ Price Prediction) stock is up 4% today, D-Wave Quantum (NYSE:QBTS) shares are up 5%, and…
AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital…
Dividend growth investing rewards patience like few other strategies. The income stream compounds year after year, and the companies behind those dividends tend to be high-quality and structurally durable. With the Fed…
A shoe company just announced it was transforming to an AI firm and the stock jumped 630%. If that sentence makes you uneasy, you’re paying attention. Allbirds, the struggling footwear brand, rebranded…
Oracle (NYSE:ORCL | ORCL Price Prediction) has bounced sharply off its lows, but a debt load of over $124 billion, revenue concentration in a single customer, and a valuation demanding near-perfection make…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 6% today, rising from $258.12 to $274 and change as a pair of fresh catalysts reignite the AI chip debate. Can…
NVIDIA Corporation (NASDAQ:NVDA | NVDA Price Prediction) continues to be a compelling case study in accelerating growth at scale. Every time analysts suggest the story is priced in, the company prints another…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has drawn attention from near-term investors below $200, while Taiwan Semiconductor Manufacturing (NYSE:TSM) has attracted multi-year holders below $500. Both anchor the AI infrastructure buildout but…
I’ve been holding Nvidia’s stock for years now, and even though I’ve watched about major interview CEO Jensen Huang has done, his recent framing of their business was so incredible that I…
Jeremy Phillips Hamilton Rayner, a portfolio manager at JPMorgan Asset Management overseeing the firm’s equity premium income ETFs, made a pointed case on the Animal Spirits Podcast segment “Talk Your Book: The Biggest Active…
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the…
CoreWeave (NASDAQ:CRWV) just secured a $21 billion commitment from Meta, expanding what was already a landmark relationship and cementing CoreWeave as the preferred AI cloud infrastructure partner for the world’s largest social…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing growth in the chip industry. The backdrop is hard to ignore: Deloitte…
Morgan Stanley (NYSE:MS | MS Price Prediction) recently provided more insight into the state of the AI boom and the infrastructure deficit that could define it in the near future. As a…
