On CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as…
Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is running the wrong direction. His pitch: a PEG ratio below 1 for…
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of…
A Bloomberg TV segment on July 1, 2026 with anchor Romaine Bostick surfaced a striking data point from President Trump’s latest financial disclosure filed with the Office of Government Ethics: the president…
AI infrastructure spending is still the defining trade of 2026, but the leadership inside the trade keeps rotating. June reminded investors of that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) slid nearly 12%…
Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in…
Omor Ibne Ehsan The AI gold rush continues in mid-2026, with companies racing to turn flashy models into actual money-making systems. While the market obsesses over token prices and frontier lab drama, a quieter shift…
PwC pegs global M&A at $4 trillion for 2026, the biggest deal wave in a decade. Wall Street is trying to decide whether that firehose of activity is a tailwind or a…
Jim Cramer spent Monday night on Mad Money doing something television hosts rarely do on camera: calling himself an idiot. A viewer named Kyle phoned in about her Corning (NYSE:GLW | GLW…
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the pullback to $200.09 has only made me more aggressive. This is the position I add to every…
Alex Sirois Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA…
Palantir CEO Alex Karp recently appeared on CNBC to sharpen his critique of frontier AI labs, arguing that enterprises deploying models from OpenAI and Anthropic are “livid” about how much proprietary value…
Dell Technologies (NYSE:DELL | DELL Price Prediction) at $414.61 is a hold. The stock has tripled in six months on AI server demand, and with shares sitting just below a 52-week high…
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for…
Alex Sirois If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that’s not the…
