The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH…
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos,…
The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68%…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee.…
When Yoshua Bengio speaks about AI risk, the industry listens. The Turing Award winner and one of the three godfathers of deep learning sat down with Bloomberg Businessweek Weekend on June 5,…
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%. Both high-beta AI hardware names are getting hit in…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news…
Eric Ries, author of the legendary book The Lean Startup and, more recently, Incorruptible, and a governance advisor to Anthropic since 2021, delivered a sharp critique of the AI investment boom. He told CNBC’s Squawk Box…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this…
Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our…
Live Updates Bank of America Reiterated Buy Rating on Oracle9:47am ETBank of America just reiterated a buy on Oracle (NYSE: ORCL) ahead of Wednesday’s earnings. “We reiterate our Buy rating and raise…
From Niche Server Builder to AI Infrastructure Powerhouse A decade ago, Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) was a quiet Silicon Valley server maker most investors had never heard of.…
Nvidia CEO Jensen Huang has spent the past several years becoming one of the most influential executives in the world. In the wake of the AI boom, Nvidia has become one…
Maurie Backman 
