Price Prediction: Microsoft Will Hit $650 on This Date
Microsoft just posted the biggest fiscal year in its history, yet the stock has gone nowhere for a year. A specific date and price target explain why that disconnect may be about to close…
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Lucid Sinks 6% Despite Major Vehicle Reveal, Rivian Drops 5%
Lucid unveiled what it calls America's most powerful three-row crossover on the same day its stock extended a brutal year-to-date slide, and investors appear to be reading the fine print of today's announcements very…
SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down
A fresh FCC ruling on foreign inverters sent one solar stock surging while its closest peers slid, and the divergence reveals exactly which companies stand to win or lose as Washington rewrites the rules…
Applied Materials’ China Problem Is Getting Worse
China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshairs may not be the ones investors are panicking about.
Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence between one red-hot stock and a quiet sector tells…
SK Hynix Just Expanded Coherent’s AI Upside
SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies nearly every component required to build it.
Prediction: SMCI Stock Will Hit $60 on This Date
Super Micro Computer just secured a record-breaking backlog and guided to $72 billion in revenue, yet shares sit nearly 20% below where they traded a year ago. Something has to give, and the timeline…
The Two Humanoid-Robot Funds Are 30 Points Apart This Year. The Winner Owns the Parts, Not the Promises
Two humanoid-robot ETFs track the same explosive theme yet delivered wildly different results in 2026, and the gap comes down to one fundamental disagreement about how to bet on the robots actually getting built.
Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?
Plug Power is bleeding 5% on a day with no news while Bloom Energy holds steady and the hydrogen ETF actually ticks higher, and that split tells you something important about where the smart…
AST SpaceMobile Falls 4%, Rocket Lab Holds Steady: Is the Falcon 9 Wind-Down Really Hitting Space Stocks?
SpaceX just wound down Falcon 9 East Coast Starlink launches, and AST SpaceMobile is taking the brunt while Rocket Lab barely flinches. The split tells you something important about which space stocks actually carry…
Meta Heads Toward $580 as a $17B Teen Safety Settlement Ends the Trial; Snap Falls 9%
A landmark legal settlement sent Meta stock climbing while Snap cratered 9% on the same day over the same issue, exposing a sharp divide in how courts and investors are treating the teen safety…
Nvidia Is Held by 803 ETFs, Making Its Q2 Earnings Tonight the Most Important Report of the Cycle
SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one stock, and the S&P 500 options market is already showing the strain.
Costco Has a Secret Growth Engine. Wall Street May Be Underestimating It.
Costco's membership business is compounding at a rate Wall Street continues to treat as a sideshow, and that gap between perception and reality is exactly where the opportunity lives.
Kevin Warsh Just Got Another Reason to Raise Rates in September
Kevin Warsh came in as the Fed chair Wall Street hoped would ease up on rates, but the latest inflation report is making that narrative extremely uncomfortable for the White House.
Druckenmiller Just Turned On His Own Protege, and Bond Investors Should Take the Hint
Stanley Druckenmiller trained Scott Bessent in the art of macro investing, which makes his public attack on Bessent's bond buyback program something bond investors cannot afford to dismiss as a political quarrel.