Live Nasdaq Composite: Stocks Sink on Worrisome Q2 Tech Earnings, Oil Retakes $100

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Investing Articles

Joey Frenette | 4 minutes ago

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has nothing…

Joel South | 14 minutes ago

Billionaire Investor Philippe Laffont’s Top 5 Tech Picks

Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his…

Alex Sirois | 16 minutes ago

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

OpenAI and Meta just signed major deals with both NVIDIA and AMD in the same quarter, which forces a hard…

Vandita Jadeja | 16 minutes ago

Credo or Marvell: Who Leads the AI Connectivity Race?

Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin…

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62132 Articles

Ian Cooper | 17 minutes ago

Alphabet Shares in Correction Territory as Investors Question Returns on AI Build-Out

Alphabet is spending at a scale that would have seemed reckless just a year ago, and Wall Street is starting…

Thomas Richmond | 17 minutes ago

Applied Digital Could Have 155% Upside Ahead of July 27 Q2 Earnings

Applied Digital operates like a landlord collecting rent on AI infrastructure, and its backlog of signed leases tells a story…

Alex Sirois | 18 minutes ago

MercadoLibre is Down 10% This Year But Its Relentless Growth Has One Analyst Predicting 55% Gains

MercadoLibre just delivered its worst margin quarter in years, sending shares tumbling, yet one analyst stands alone on Wall Street…

Trey Thoelcke | 36 minutes ago

As Analysts Bet on Boeing Turnaround, Retail Investors Fixate on One Uncomfortable Fact

Wall Street analysts are piling into Boeing with bullish price targets while Reddit investors stare at the same quarterly filing…

David Beren | 38 minutes ago

GPIX’s 8.2% Yield Keeps Pace With S&P 500 While Paying Monthly Income

Goldman's covered-call ETF has quietly grown past $4.85 billion by promising monthly income and index-level returns together, but the mechanics…

David Moadel | 46 minutes ago

Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow

Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The…

Vandita Jadeja | 47 minutes ago

Prediction: Oracle Stock Could Reach a New High by 2027

Oracle sits near a 52-week low while sitting on a backlog that Wall Street is calling the setup of the…

Rich Duprey | 47 minutes ago

Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?

Tesla just missed earnings and SpaceX erased nearly half its value in weeks, yet Elon Musk keeps hinting at a…

Joel South | 52 minutes ago

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets…

Alex Sirois | 57 minutes ago

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook…

Douglas A. McIntyre | 58 minutes ago

Tesla Should Break Itself Into Two Companies

Tesla's latest earnings reveal a company quietly splitting into two very different businesses with very different futures, and the gap…

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Investing Articles

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

Billionaire Investor Philippe Laffont’s Top 5 Tech Picks

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

Credo or Marvell: Who Leads the AI Connectivity Race?

All Investing Articles

Alphabet Shares in Correction Territory as Investors Question Returns on AI Build-Out

Applied Digital Could Have 155% Upside Ahead of July 27 Q2 Earnings

MercadoLibre is Down 10% This Year But Its Relentless Growth Has One Analyst Predicting 55% Gains

As Analysts Bet on Boeing Turnaround, Retail Investors Fixate on One Uncomfortable Fact

GPIX’s 8.2% Yield Keeps Pace With S&P 500 While Paying Monthly Income

Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow

Prediction: Oracle Stock Could Reach a New High by 2027

Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Tesla Should Break Itself Into Two Companies

Live Nasdaq Composite: Stocks Sink on Worrisome Q2 Tech Earnings, Oil Retakes $100

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

Billionaire Investor Philippe Laffont’s Top 5 Tech Picks

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

IRMAA Isn't Split Between Spouses: Cross the Line and You Both Pay Full Freight

Jamie Dimon Says the Economy Is "Resilient." David Solomon Says It's "Well Positioned." A 72-Year-Old on Social Security Is Looking Through a Different Lens.

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

Billionaire Investor Philippe Laffont’s Top 5 Tech Picks

Investing Articles

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

Billionaire Investor Philippe Laffont’s Top 5 Tech Picks

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

Credo or Marvell: Who Leads the AI Connectivity Race?

All Investing Articles

Alphabet Shares in Correction Territory as Investors Question Returns on AI Build-Out

Applied Digital Could Have 155% Upside Ahead of July 27 Q2 Earnings

MercadoLibre is Down 10% This Year But Its Relentless Growth Has One Analyst Predicting 55% Gains

As Analysts Bet on Boeing Turnaround, Retail Investors Fixate on One Uncomfortable Fact

GPIX’s 8.2% Yield Keeps Pace With S&P 500 While Paying Monthly Income

Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow

Prediction: Oracle Stock Could Reach a New High by 2027

Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Tesla Should Break Itself Into Two Companies

Live Nasdaq Composite: Stocks Sink on Worrisome Q2 Tech Earnings, Oil Retakes $100

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

Billionaire Investor Philippe Laffont’s Top 5 Tech Picks

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

Featured Reads

IRMAA Isn't Split Between Spouses: Cross the Line and You Both Pay Full Freight

Jamie Dimon Says the Economy Is "Resilient." David Solomon Says It's "Well Positioned." A 72-Year-Old on Social Security Is Looking Through a Different Lens.