Edgewater Research just raised a warning that AppLovin's growth engine may be hitting a wall, but Citi's latest data tells a very different story about where the company's next opportunity could come…
Most retirees assume a brokerage full of gains means a tax bill is coming, but a quiet provision in the federal tax code tells a very different story for couples who know…
Fastly held its long-awaited Investor Day at the Nasdaq MarketSite, yet shareholders responded by selling the stock hard while rivals Cloudflare and Akamai climbed. The divergence raises a pointed question about what…
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) stock is sliding through Tuesday’s session while the broader technology tape holds firm. Cisco stock is down 6% to $104.94, an outlier decline on a…
A quarterly index formula just made millions of passive investors larger SpaceX shareholders, and none of them had a say in it. The mechanics behind that forced buying also set up a…
BlackRock just launched a new ETF that tracks the exact same index as QQQ but charges you less for the privilege, and that raises a question most investors have not seriously considered:…
Omor Ibne Ehsan Shopify (NASDAQ:SHOP | SHOP Price Prediction) is rallying in early Tuesday trading after news that Muse, the personal artificial intelligence (AI) agent from Meta Platforms (NASDAQ:META), can now browse Shopify-powered stores and…
David Moadel Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are moving against their own sector Monday afternoon, sliding while the rest of the memory complex trades higher. SanDisk stock is at $1,759.45, down…
Fastly (NASDAQ:FSLY) is at the center of a same-session bid across edge security and artificial intelligence (AI) traffic infrastructure, with two large peers rising alongside it on no news of their own.…
Cybersecurity stocks are extending last week’s advance into Monday’s midday session, and the leaders today are identity and endpoint names rather than the network security franchise. CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price…
An AI interconnect demonstration by Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) and two optical infrastructure partners has broadened the chipmaker’s story past its long-standing handset business, and the market is repricing that…
Semiconductor names are surging Monday as investors reprice the CPU demand thesis. Meta Platforms (NASDAQ:META | META Price Prediction) and its Muse artificial intelligence agent are driving the move, signaling that inference…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the AI server names higher Monday morning, and the size of that lead is the story. Two broad technology benchmarks are firmer…
Meta Platforms (NASDAQ:META | META Price Prediction) stock is leading mega-cap technology higher this morning after Wells Fargo lifted its price target on the company just ahead of the annual Connect developer…
David Moadel Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are rising Monday morning after a supply-chain report indicated AMD has notified partners of a 10% price increase planned for the fourth…
