AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD | AMD Price Prediction) heading…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important…
SoundHound AI (NASDAQ:SOUN) is back on every retail trader’s radar after a 43.11% rip in a single month and a 20.1% single-day pop into May, fueled by a Reddit setup note pitching…
Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?”…
The CNBC Halftime Report panel spent its May 1, 2026, show wrestling with two big questions that tech investors are asking: Is Apple’s current valuation sustainable? Have chip stocks run too far,…
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach.…
California's 2026 Billionaire Tax Act (Initiative No. 25-0024) is a citizen-led ballot measure, sponsored by SEIU-United Healthcare Workers West, that proposes a one-time 5% excise tax on the global net worth of…
Don Lair Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add…
The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy…
As shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) start drifting lower again, interested investors might be able to pick up shares at a reasonable price despite the new innovations that the firm…
Joey Frenette Amplify CWP Growth & Income ETF (NYSEARCA:QDVO) sits in an awkward niche: it pays a monthly distribution funded partly by call-option premiums, yet the portfolio underneath is essentially a mega-cap technology growth…
Wall Street used to obsess over quarterly cloud growth. Now it’s tracking power consumption, GPU shipments, and data-center construction schedules. That shift became impossible to ignore after the latest earnings reports from…
Rich Duprey The Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV) was built to solve a single problem for investors: capturing the autonomous and electric vehicle buildout without having to pick the eventual winners…
Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, is telling clients to slow down on semiconductors after one of the sharpest rallies the group has…
The Nasdaq Composite (NASDAQ: ^IXIC) heads into May with record-setting momentum, closing April with a 15% monthly gain, its biggest since April 2020. Thursday’s nearly 1% advance capped the run, and after-the-bell…
