Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%. Both high-beta AI hardware names are getting hit in…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news…
Eric Ries, author of the legendary book The Lean Startup and, more recently, Incorruptible, and a governance advisor to Anthropic since 2021, delivered a sharp critique of the AI investment boom. He told CNBC’s Squawk Box…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this…
Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our…
Live Updates Bank of America Reiterated Buy Rating on Oracle9:47am ETBank of America just reiterated a buy on Oracle (NYSE: ORCL) ahead of Wednesday’s earnings. “We reiterate our Buy rating and raise…
From Niche Server Builder to AI Infrastructure Powerhouse A decade ago, Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) was a quiet Silicon Valley server maker most investors had never heard of.…
Nvidia CEO Jensen Huang has spent the past several years becoming one of the most influential executives in the world. In the wake of the AI boom, Nvidia has become one…
Maurie Backman The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio…
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by…
Three of the largest U.S. equity index funds on the market look like clones at first glance. Vanguard 500 Index Fund ETF (NYSEARCA:VOO), iShares Core S&P 500 ETF (NYSEARCA:IVV), and Schwab U.S.…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Meta Platforms (NASDAQ:META) just reported quarters that sit on opposite sides of the same AI trade. NVIDIA sells the picks and shovels. Meta is one…
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is…
Friday’s session broke a nine-week winning streak in the NASDAQ 100, with the index plunging hard enough to make investors wonder whether the AI-led rally in names like NVIDIA (NASDAQ:NVDA | NVDA…
