For years, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue.…
Rich Duprey At $134, Palantir (NASDAQ:PLTR | PLTR Price Prediction) screens as fully valued, while at $220, NVIDIA (NASDAQ:NVDA) screens more attractively on the numbers. Both anchor the AI trade, but their setups differ…
Ben Carlson of Ritholtz Wealth Management has flagged what he calls “one of the biggest trends that I’ve seen in the wealth management space in the last 5 years”: clients walking in…
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor…
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be…
A listener named Carrie Anne wrote into the Rich Habits Podcast with a problem most adult children would recognize. She wants to pay her late 60s parents $1,000 a month for watching…
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction)…
The semiconductor trade is starting to get just a bit overheated once again as the cohort leads to a reinvigoration of sorts in the AI trade. With Cerebras (NASDAQ:CBRS) hitting the ground…
Joey Frenette Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s price target on Intel to $130 from $95 and kept a Buy…
The iShares S&P 500 Growth ETF (NYSEARCA:IVW) charges 0.18% a year to own a basket of large-cap growth stocks you can rent for a quarter of that price elsewhere. On a $200,000…
An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), yet stopped short of telling clients to buy. Citi raised its price target…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the operating system of the AI economy. It just closed fiscal 2026 with $215.94 billion in revenue and $120.07 billion in net income, numbers that…
Vandita Jadeja NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just picked up another bullish data point from Wall Street. KeyBanc raised its price target on NVIDIA to $300 from $275, maintaining an Overweight rating on…
David Moadel If you are sitting on a portfolio that has ridden Nvidia (NASDAQ:NVDA | NVDA Price Prediction), the hyperscalers, and every adjacent AI name to fresh highs, the question is what happens when the…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be…
