Alphabet (NASDAQ:GOOG | GOOG Price Prediction | GOOG Price Prediction) just posted the loudest AI quarter of any megacap. Revenue of $109.90 billion was up 21.8% year over year, cloud grew 63%, and CEO…
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock…
Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while…
Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD | AMD Price Prediction) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche…
For much of the past decade, Wall Street rewarded companies that funneled excess cash into stock buybacks. That playbook is changing. The world’s largest technology companies are now directing hundreds of billions of dollars…
Gold and silver stole the precious metals story over the past year. Platinum and palladium sat it out. That gap sets up the choice between three physically-backed trusts: abrdn Platinum ETF Trust (NYSEARCA:PPLT), abrdn…
$7 trillion. That is the scale of the cash pile parked in money market funds and short duration instruments, waiting for a reason to deploy. The reasons are stacking up fast. What It Means…
The Federal Reserve is still carrying roughly $8 trillion in assets on its balance sheet, and it is doing so while its preferred inflation gauge climbs and long-term Treasury yields sit near the top…
CNBC’s Jim Cramer pushed viewers away from the usual semiconductor and hyperscaler chatter. Instead, he highlighted a group he says has quietly become the market’s leader. “There is a move in biotech that we…
Coinbase (NASDAQ:COIN | COIN Price Prediction) is back on every crypto watchlist after a 11.36% one-week bounce reignited the “Bitcoin proxy” trade. But here’s what you should actually be watching. The Case Against the…
Our AST SpaceMobile (NASDAQ:ASTS) 24/7 Wall St. price target is $91.65 over the next 12 months, implying 13.66% upside from the current price of $80.64. Our recommendation is buy with moderate confidence (0.5). The…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout. Amazon leans on custom silicon and, per a $25 billion…
CNBC’s Leslie Picker walked Squawk Box viewers through one of the most mechanically consequential trading events of 2026: the rebalance that will force index funds to absorb billions in SpaceX (NASDAQ: SPCX | SPCX…
Shares of Marathon Digital (NASDAQ:MARA | MARA Price Prediction) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard…
MicroStrategy (NASDAQ:MSTR | MSTR Price Prediction) has become the market’s cleanest proxy for Bitcoin, and right now that is a double-edged sword. With BTC down 27.34% year to date and MSTR down 35.93% YTD,…
