The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Alphabet (NASDAQ:GOOG), and…
A 45-year-old tech professional sitting on $200,000 in Invesco QQQ Trust (NASDAQ:QQQ) for growth exposure has a fair question in 2026: why hold a Nasdaq-100 fund that includes Costco and Pepsi when…
On Fox Business’s The Bottom Line this week, Mike Rowe told viewers: “You cannot reinvigorate the trades without reimagining the way we train the next generation of workers. These jobs by and…
Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike. NVIDIA sells…
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor…
Markets just logged their best quarter since 2020. When I read that headline initially, my brain almost exploded. You know, given the souring sentiment we’re seeing prevailing in many headlines of late.…
The 2026 scoreboard for sensing and perception suppliers tied to robotics and automation is finally clear. Vishay Precision Group (NYSE:VPG) is the runaway year-to-date winner, and it isn’t close. VPG stock is…
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the…
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2.…
Meta Platforms (NASDAQ:META | META Price Prediction) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five…
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21%…
On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. "Intel, currently my favorite stock. CEO Lip-Bu Tan has turned…
On CNBC’s Squawk on the Street this morning, Jim Cramer looked at the June jobs data and told Carl Quintanilla he cannot square what he is reading with what he is seeing.…
The pitch for covered-call ETFs is the same everywhere. Trade some upside for a fat monthly check. The reality, as anyone holding JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) through 2026 can tell…
