Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike. NVIDIA sells…
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor…
Markets just logged their best quarter since 2020. When I read that headline initially, my brain almost exploded. You know, given the souring sentiment we’re seeing prevailing in many headlines of late.…
The 2026 scoreboard for sensing and perception suppliers tied to robotics and automation is finally clear. Vishay Precision Group (NYSE:VPG) is the runaway year-to-date winner, and it isn’t close. VPG stock is…
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the…
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2.…
Meta Platforms (NASDAQ:META | META Price Prediction) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five…
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21%…
On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. "Intel, currently my favorite stock. CEO Lip-Bu Tan has turned…
On CNBC’s Squawk on the Street this morning, Jim Cramer looked at the June jobs data and told Carl Quintanilla he cannot square what he is reading with what he is seeing.…
The pitch for covered-call ETFs is the same everywhere. Trade some upside for a fat monthly check. The reality, as anyone holding JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) through 2026 can tell…
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of…
The WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) pays a trailing yield of roughly 1.28%, which sounds thin for something with “Dividend” in its name and downright embarrassing next to the 3%-plus…
Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is now the cheapest he has ever seen it. That is a striking…
