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…
On the night the Federal Reserve delivered a quarter-point rate hike, a caller from Florida asked Jim Cramer what was going on with Raytheon parent RTX (NYSE:RTX | RTX Price Prediction). Cramer’s answer was…
US retail diesel prices hit a record this week, and Washington is openly debating a tool it has never used before: an export ban on a refined petroleum product. The reported national average sat…
TheBitcoin (CRYPTO:BTC) mining complex is repricing faster than the coin itself Thursday morning, and CleanSpark sits near the front of that move. Those sector gains are running at multiples of Bitcoin’s own advance, which…
Ron Baron has $25 billion in SpaceX shares and a projection that Starlink alone hits $1 trillion in revenue, but the math holding that forecast together rests on a single unproven assumption about AI…
Tesla just posted record deliveries and expanded Robotaxi to seven cities, yet the stock sits 20% in the red for the year. Something has to give, and one stacking set of catalysts could force…
