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…
David Moadel 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…
Intel (NASDAQ:INTC | INTC Price Prediction) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money…
Walmart (NYSE:WMT | WMT Price Prediction) is the grocery story everyone wants to own right now, with a $1.047 trillion market cap and a stock that has climbed 34.53% over the past…
Bitcoin (CRYPTO: BTC) ran to a new ATH of $126,000 in October 2025 before falling to $62,000 on February 6. Now, BTC trades around $78,000, as the coin struggles against bearish momentum.…
Sam Daodu My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple…
Jeremy Phillips NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the stock everyone wants to talk about right now, riding a 65.53% one-year run and a $5.46 trillion market cap into another blockbuster earnings cycle.…
Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just…
