Tesla (NASDAQ: TSLA | TSLA Price Prediction) and Rivian (NASDAQ: RIVN) both posted Q1 2026 results that beat Wall Street estimates, yet the businesses underneath are on opposite ends of the EV maturity curve.…
I keep buying Meta. Every paycheck, every dip, every time the crowd convinces itself the AI buildout has gone too far, I add more to Meta Platforms (NASDAQ:META | META Price Prediction), and I…
Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly…
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification…
The Japanese yen’s slide is testing the patience of both traders and policymakers. On a recent episode of Bloomberg’s The Asia Trade, strategist Mark Cranfield and Expert Director Jesper Koll walked through why the…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA). Palo…
Micron Technology (NASDAQ:MU | MU Price Prediction) just delivered one of the most remarkable nine-month runs in mega-cap history, and the memory cycle bulls are convinced this is only the second inning. Our model…
I’m taking a cautious stance on Bloom Energy (NYSE:BE) after one of the most extraordinary 12-month runs in the entire industrials sector. The fuel cell maker has become the purest public-market proxy for the…
Palantir CEO Alex Karp recently appeared on CNBC to sharpen his critique of frontier AI labs, arguing that enterprises deploying models from OpenAI and Anthropic are “livid” about how much proprietary value flows to…
SpaceX is dominating financial headlines with a record-breaking IPO, a rumored $2 trillion valuation, and a Starlink/Starship hype loop that has retirement-focused investors scrambling for pre-IPO access. The more compelling opportunity sits in plain…
Bloomberg reporter Minmin Low told viewers in a recent segment that the U.S. government has removed all foreign-access restrictions on Anthropic’s “Fable 5” model, a step she framed as a meaningful competitive reset for…
I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) because every quarter Lisa Su gives me a fresh reason to do it again. This is a position I…
NextEra Energy (NYSE: NEE | NEE Price Prediction) and Dominion Energy (NYSE: D) reported Q1 2026 results, then confirmed a $66.8 billion all-stock deal making NextEra the buyer of Dominion’s Virginia franchise. The earnings…
At $205.02, Adobe (NASDAQ:ADBE | ADBE Price Prediction) is a Hold. The stock sits within striking distance of its 52-week low of $190.12, yet the underlying business is putting up record numbers, creating an…
Ford Motor Company ranked No. 1 among "Mainstream Brands" in the 2026 J.D. Power Initial Quality Study, the first time it had occupied that spot since 2010. Nearly all of that positive news was…
