Artificial intelligence (AI) server hardware is giving back a powerful run in one sharp reversal, and Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the retreat. Super Micro Computer stock…
Jones Trading started coverage of Applied Digital (NASDAQ:APLD) with a Buy rating, yet the data center operator is slipping in early trading. Applied Digital stock is down 6% to $24.70. That reaction…
Chip stocks are under pressure across the group, and Arm Holdings (NASDAQ:ARM | ARM Price Prediction) is the worst performer among large semiconductor names. Arm stock is down 9% to $282.46 in…
At 8:36 AM ET this morning, Meta (NASDAQ:META | META Price Prediction) published “Meta launches enterprise platform, MongoDB CEO exits” to its newsroom, confirming it hired MongoDB (NASDAQ:MDB) CEO CJ Desai as…
Joel South Memory stocks are sliding after a report that SK Hynix (NASDAQ:SKHY) could take its U.S. storage unit public as a separate company. SK Hynix stock is at $180.31, down 6% in early…
The software group is being repriced. An enterprise software launch from Meta Platforms (NASDAQ:META | META Price Prediction) is behind the move, and the company behind the announcement is falling alongside the…
Chip stocks are splitting in two directions, with Intel (NASDAQ:INTC | INTC Price Prediction) handing back part of an enormous year while NVIDIA (NASDAQ:NVDA) rises on its own company news. Intel stock…
A $3.5 billion convertible note plan from Snowflake (NYSE:SNOW | SNOW Price Prediction) weighs on Snowflake stock. Even so, the data cloud company structured the deal specifically to limit the dilution sellers…
Buyers are stepping back into AppLovin (NASDAQ:APP | APP Price Prediction) stock. The move comes after a sharp slide, while ad tech peers The Trade Desk (NASDAQ:TTD) and Digital Turbine (NASDAQ:APPS) are…
A record buyback commitment lifts NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock only slightly. The gap between the scale of that headline and the size of the move is the tension at…
Stripping a half-million-dollar portfolio down to just two positions sounds reckless until you understand the logic that makes the gap between them intentional. What each end actually holds reveals a structure most…
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
Earning six figures at 45 with a brokerage account you have never opened puts you behind on paper but not in reality. Three specific ETFs can close that gap faster than most…
Fidelity's actively managed large cap growth fund is doubling down on AI chips and a single search giant, creating a portfolio where two companies can make or break your returns. Whether that…
Brad Gerstner laid out his most bullish case yet. The founder and chief executive of Altimeter Capital Management made it for Meta Platforms (NASDAQ:META | META Price Prediction) during a live CNBC…
David Moadel 
