Netflix shares have shed more than a third of their value over the past year, yet the company's ad business is exploding and buybacks are hitting record pace. Our proprietary model sees a stark…
A brand-new dividend-growth ETF just launched into the worst possible rate environment, and the one macro number sitting at a 12-month extreme will decide whether it thrives or stalls before most investors even notice…
Shares of Applied Digital (NASDAQ:APLD) and TeraWulf (NASDAQ:WULF) are rebounding Thursday morning as the oversold AI capacity trade catches a bid, with the sector fund and the broad tape also higher. Applied Digital stock…
Among the 15 richest billionaires on the Bloomberg Billionaires list, almost everyone made their money as a tech company founder or CEO. The tech label does not apply to Warren Buffett. The founder part…
Markets have rewarded technology leadership for much of the past several years. The Nasdaq-100 has climbed on AI investment, resilient earnings from mega-cap growth companies, and investors’ willingness to pay for future growth. Now,…
Ad tech’s supply-side names are running higher Thursday morning after the unsealed remedies opinion in the Justice Department’s antitrust case against Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google. Craig-Hallum raised its price target on…
Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical question separates a clever demo from a real business.
Jeffrey Gundlach thinks the Fed's own forecast exposes a contradiction at the heart of its rate decision, and he sees the same kind of stress already showing up in the bond market for AI…
NVIDIA's Data Center revenue more than doubled year over year, yet the stock sits well below its 52-week high while Wall Street debates a bold price target that would require nearly 90% gains. The…
A brand-new dividend ETF just launched into what may be the worst possible macro environment for its strategy, and the one signal investors need to watch has nothing to do with the fund itself.
Snowflake's AI flywheel is spinning faster than almost anyone expected, but the stock has already priced in a lot of that success. Here is what bulls and bears are each getting wrong at this…
Cancer vaccine momentum is doing the work for Moderna (NASDAQ:MRNA | MRNA Price Prediction) once again on Thursday, extending one of the sharpest one-month runs in large-cap biotech this year without a fresh disclosure…
Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a broken story…
A brand-new ETF targeting China's memory chip supply chain just posted a 4% gain on one of its first trading days, but with no published holdings and a regulatory environment that can reprice the…
President Donald Trump on Wednesday warned that he would impose sweeping tariffs or halt commerce with the European Union outright if the bloc moves forward with a proposal to make Canada its first associate…
