I’ve been holding Nvidia’s stock for years now, and even though I’ve watched about major interview CEO Jensen Huang has done, his recent framing of their business was so incredible that I…
Jeremy Phillips Hamilton Rayner, a portfolio manager at JPMorgan Asset Management overseeing the firm’s equity premium income ETFs, made a pointed case on the Animal Spirits Podcast segment “Talk Your Book: The Biggest Active…
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the…
CoreWeave (NASDAQ:CRWV) just secured a $21 billion commitment from Meta, expanding what was already a landmark relationship and cementing CoreWeave as the preferred AI cloud infrastructure partner for the world’s largest social…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing growth in the chip industry. The backdrop is hard to ignore: Deloitte…
Morgan Stanley (NYSE:MS | MS Price Prediction) recently provided more insight into the state of the AI boom and the infrastructure deficit that could define it in the near future. As a…
On the April 14 episode of Mad Money, Jim Cramer delivered a sharp diagnosis of why so many investors missed one of the strongest market moves of the year: The catastrophes they…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up 3% today, rising from $189.31 to $195 as of midday Tuesday. The move adds to a strong run, with NVDA stock up 76%…
Adams Diversified Equity Fund (NYSE:ADX) has distributed income to shareholders since 1929, making it one of the oldest closed-end funds in the United States. Its yield of roughly 8% attracts income investors,…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 5% in midday trading Tuesday, slipping from $65.18 to $62 after snapping a nine-session winning streak. The pullback follows an extraordinary run that…
BlackRock Science & Technology Term Trust (NYSE:BSTZ) is a closed-end fund (CEF) that combines a venture-stage technology portfolio with a covered call writing strategy to deliver monthly income. With shares near $23…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) at $250 is a Buy. The stock has staged a remarkable recovery and sits at a price where the AI growth story is real,…
Micron Technology (NASDAQ:MU | MU Price Prediction) presents a compelling bull case at $420.52. Fundamentally, the argument for owning it has rarely been cleaner for a semiconductor name of this scale. With…
Shares of Lucid Group (NASDAQ:LCID | LCID Price Prediction) surged Tuesday morning after the electric vehicle maker announced fresh capital, an expanded strategic partnership, and a new chief executive. The stock moved…
If passive fund mechanics are your jam, and mega-cap concentration risk is the bread you eat it on, what Steve Sosnik laid out recently on The Compound and Friends is one of…
