Mark Zandi, chief economist at Moody’s Analytics, went on CNBC this morning with a take that should land uncomfortably for anyone betting on rate cuts before year-end. The headline number is bad…
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the…
Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most…
Joel South NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that…
NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The…
Vandita Jadeja Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action…
David Moadel The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American…
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s…
Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
Omor Ibne Ehsan On a recent episode of the Animal Spirits podcast titled Talk Your Book: AI Is Not a Bubble, Alger portfolio manager Dr. Ankur Crawford made a deceptively simple argument that cuts against…
Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and…
Seema Mody walked CNBC viewers through it earlier this week, with the kind of detail that suggests the bankers had already started circling. “SpaceX is exploring the prospect of this mega bond…
I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) because every quarter the company reports, the math behind my thesis gets stronger. That is the whole confession. I have been adding on…
Vandita Jadeja Live Updates Markets Lose Steam1:53pm ETThe markets have run out of steam ahead of Micron’s earnings after the bell. After leading the market higher earlier today with a 4% gain, MU stock…
Philippe Laffont, billionaire founder and portfolio manager of Coatue Management, framed artificial intelligence as the defining economic shift of the coming decades and predicted that the first $10 trillion company is on…
