Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA…
Lucid (NASDAQ:LCID | LCID Price Prediction) at $5.19 faces a deteriorating risk/reward setup. The stock sits within striking distance of its 52-week low of $4.47, and the latest filings show a capital…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The…
Mark Zandi, chief economist at Moody’s Analytics, went on CNBC this morning with a take that should land uncomfortably for anyone betting on rate cuts before year-end. The headline number is bad…
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the…
Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that…
NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The…
Vandita Jadeja Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action…
The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American…
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s…
Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
On a recent episode of the Animal Spirits podcast titled Talk Your Book: AI Is Not a Bubble, Alger portfolio manager Dr. Ankur Crawford made a deceptively simple argument that cuts against…
Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and…
