Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in…
I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the receipts make it hard to stop. Every paycheck, every dip, every quarter that prints another set of numbers most companies will…
Vandita Jadeja There has been a great deal of discussion about whether the stock market will eventually start to sell off the Magnificent Seven. In June, as a group, their market cap dropped $2.3…
Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) legendary top boss may very well be playing a game of chess while others in the AI scene play checkers. Undoubtedly, with the Vera Rubin era…
Joey Frenette CNBC’s Deirdre Bosa explained a counterintuitive thesis on the AI cold war in a recent CNBC segment. Paradoxically, she argued that U.S. efforts to wall off access to the most advanced American…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a…
Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and…
Omor Ibne Ehsan Intel (NASDAQ:INTC | INTC Price Prediction) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target…
David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to…
CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward in shareholders’ favor. With the stock at $96.58 after a 18.12% drop…
Vandita Jadeja Former House Speaker Kevin McCarthy, now chairman of the Alpha Institute, told CNBC on June 29, 2026 that artificial intelligence is on track to become the rare issue both parties run against…
Omor Ibne Ehsan NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock has cooled off this summer, but the 24/7 Wall St. price target says the pullback looks like a setup for further upside. Shares closed at…
Vandita Jadeja Live Updates Apple Falls12:38pm ETApple (NASDAQ:AAPL) is bucking the broader tech rally Monday, slipping 1.2% after Senator Tom Cotton issued a warning against the company using blacklisted Chinese chips, a development that…
Apple (NASDAQ:AAPL | AAPL Price Prediction) rarely raises prices. That has been a working assumption on Wall Street for roughly two decades. The company absorbs component costs, squeezes suppliers, redesigns around the problem,…
The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its…
