Money chasing the higher-volatility end of cloud computing is concentrating in shares of Cloudflare (NYSE:NET | NET Price Prediction), while shares of Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) are tracing very different paths.…
Early-stage, unconfirmed talks with Terafab, a chip-manufacturing venture planned for Texas, have sent Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock to a record. Taiwan Semiconductor stock is up 2% to…
Advertising technology stocks are trading in three different directions, and shares of AppLovin (NASDAQ:APP | APP Price Prediction) are pulling hardest. AppLovin stock is trading at $283.87, up 6% in morning trading,…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
A weekend of research notes is pulling hard disk drive (HDD) stocks out of a selloff tied to Toshiba. Both stocks are leading the rebound. Shares of Western Digital (NASDAQ:WDC | WDC…
A weekend comment about a Texas chip venture is testing the most visible outside endorsement of Intel‘s (NASDAQ:INTC | INTC Price Prediction) foundry turnaround. Intel stock is at $114.52, down 4% in…
One ETF holds the companies building the AI economy, charges less per year than a cup of coffee on a $1,000 stake, and comes with a specific rule for when to stop…
QQQI sends monthly cash to investors, but the IRS form filed by the fund tells a very different story about where that money actually comes from and what it quietly does to…
The AI trade keeps raising the major indexes. The Invesco QQQ Trust (NASDAQ:QQQ) is up 22.02% year to date. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has gained 12.86% over the same…
Most retirees lean on Social Security as their primary income, but a dividend portfolio sized correctly could double that monthly check entirely. The catch is that choosing the wrong yield tier could…
A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant…
Server hardware is drawing a concentrated bid, with two enterprise infrastructure makers rising together on artificial intelligence demand. Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) and Hewlett Packard Enterprise (NYSE:HPE)…
Selling pressure in advertising technology is concentrated on AppLovin (NASDAQ:APP | APP Price Prediction), the mobile advertising platform whose rivals The Trade Desk (NASDAQ:TTD) and Magnite (NASDAQ:MGNI) compete for many of the…
A revised takeover agreement is lifting both the buyer and the target in a chip deal that just got simpler. On Semiconductor (NASDAQ:ON | ON Price Prediction) stock is at $86.64, up…
One capacity announcement from Toshiba is splitting the storage trade in two, hitting the hard disk drive (HDD) makers heavily while the broader memory group barely moves. Seagate Technology Holdings (NASDAQ:STX |…
