From DVD Disruptor to Streaming Incumbent A decade ago, Netflix (NASDAQ: NFLX | NFLX Price Prediction) was still proving streaming could scale globally. Since then, the company has launched hit originals in dozens of…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) and Oracle (NYSE:ORCL) both just put out earnings that read like AI manifestos, but the businesses underneath could not be more different. Palantir closed Q4 2025 as a…
McDonald's has structural characteristics suited to multi-decade ownership. Its franchise-fee economics, 49-year dividend growth streak, and counter-cyclical value positioning make it one of the few consumer businesses that compounds quietly through every type of…
Apple (NASDAQ:AAPL | AAPL Price Prediction) finally put its rebuilt Siri on the WWDC stage on Monday, June 8, and the market verdict was swift. The stock spiked 3% during the keynote and flipped…
Zscaler (NASDAQ: ZS | ZS Price Prediction) founder and CEO Jay Chaudhry used the company’s latest earnings call to sharpen a thesis becoming the bull case for cybersecurity: autonomous AI agents will soon outnumber…
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning of June…
The global race for artificial intelligence supremacy is rapidly becoming a race for semiconductor manufacturing capacity. AI models require vast amounts of computing power, data centers are consuming more chips than ever, and governments…
At $280.82, IBM (NYSE:IBM | IBM Price Prediction) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years,…
A decade ago, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) was still living down its “lost decade.” Satya Nadella had taken the CEO seat in 2014 and was quietly rewiring the company around Azure, subscriptions,…
OpenAI just took its most concrete step yet toward Wall Street, while going out of its way to say it has not actually decided to go public. The company confidentially filed S-1 IPO paperwork…
Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while Intel stock…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered one of the cleanest quarters in mega-cap tech, and the stock is acting like nothing happened. AMZN stock is up just 6.24% year to date despite…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance…
Lawrence Lepard, a longtime bitcoin investor and advocate, laid out one of the most aggressive bull cases for Strategy (NASDAQ:MSTR | MSTR Price Prediction) on a recent appearance on Thoughtful Money with Adam Taggart.…
Fintech consolidation remains a live theme as 2026 unfolds. Goldman Sachs analysts have flagged the potential for U.S. deregulation or reduced policy uncertainty to lead to increased shareholder payouts and debt-funded M&A, and pockets…
