NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than…
The Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) is a low-cost, passively-managed option if you want broader exposure to the market. Having this broader exposure has made the ETF perform quite interestingly over the…
“Last year I invested in this stock, and I am currently down 30%, patiently waiting on a rebound.” That confession came from a caller on the May 26 episode of Mad Money,…
Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still…
There’s a tech ETF that has been almost neck-and-neck with the S&P 500 in the past year and has built up a meaningful lead over the past five years. It’s the Vanguard’s…
During Meta’s (NASDAQ:META | META Price Prediction) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity…
During Nvidia’s (NASDAQ:NVDA | NVDA Price Prediction) earnings call a quarter ago, the management revealed something that even Meta (NASDAQ:META) did not. Nvidia’s CFO said, “For example, at Meta, advancements in their GEM model…
It wasn’t long ago that crossing $1 trillion in market capitalization felt like a once-in-a-generation event. Today, 14 companies have already crossed that line, and the conversation has shifted to the next…
The biggest IPO conversation right now centers on SpaceX’s reported June 12 listing. Gavin Baker, founder and Chief Investment Officer of Atreides Management, thinks investors are watching the wrong name. On a…
Live Updates BofA: Stock Valuations Stretched 1:12pm ET Bank of America is flashing a yellow light for investors, warning that the market’s relentless climb may be leaving little upside on the table…
It is becoming easier to get into the $1 trillion market-cap club. SK Hynix and Micron Technology now belong because of the demand for memory chips. SK Hynix’s 12-month stock price jump…
When it comes to Nvidia (NASDAQ: NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ: AMD), for a retirement-focused investor allocating capital today, which CEO and which silicon empire deserves the slot?…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction | NVDA Price Prediction) just reported one of the most remarkable quarters in corporate history. Revenue of $81.6 billion, up 85.23% year over year. Data Center…
Vandita Jadeja Semiconductors have been the trade of 2026, and the Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) has been the vehicle retail traders keep reaching for. SOXL is up about 291% year to…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) designs custom silicon and networking chips for hyperscaler data centers. The portfolio spans custom AI XPUs, electro-optics, PAM DSPs, and DCI modules, and the company…
