Jensen Huang has a way with grand pronouncements. On NVIDIA’s most recent earnings call, the CEO told investors that “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at…
Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) just delivered a quarter where Data Center revenue hit $5.78…
Warren Buffett has a great deal to worry about at Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction). Among them is that his net worth has dropped by $5 billion this year to $146…
Crude oil is the loudest macro story of 2026, and the cleanest way to express a view on it without owning physical barrels is through exchange-traded funds. This piece focuses on four: the United…
SoFi Technologies (NASDAQ: SOFI | SOFI Price Prediction) doesn’t have a ten-year track record on the public markets, so let’s set expectations up front. The company went public via SPAC merger with Social Capital…
Meta Platforms (NASDAQ:META | META Price Prediction) delivered one of the cleanest quarterly beats from a mega-cap this year, yet shares are sliding. Q1 2026 EPS came in at $10.44 versus the $6.66 consensus,…
Wall Street opened Monday with mixed performance. Chip stocks are rebounding, lifting NASDAQ futures and pulling the index back from Friday’s brutal session. However, the Dow is heading in the opposite direction as crude…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of…
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) is the picks-and-shovels king of the AI chip boom, and right now Wall Street is acting like it forgot. CEO Sassine Ghazi summed it up on the latest…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s…
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have…
The 2026 initial public offering (IPO) calendar has narrowed down to a handful of marquee names that retail and institutional investors have been waiting on for years. While the SpaceX IPO grabs the headlines,…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just printed one of the most extraordinary quarters in mega-cap history. Q1 FY27 revenue hit $81.6 billion, up 85.2% year over year, with Data Center alone delivering $75.25…
On Sunday, Donald Trump told NBC’s Meet the Press that raising interest rates would be wrong, calling it unfair to penalize a strong economy. Kevin Warsh chairs his first Federal Open Market Committee meeting…
When the CEO of the world’s most valuable company tells you to back up the truck on his own sector, it pays to listen. Jensen Huang did exactly that recently, framing the latest pullback…
