AI Memory Costs Continue to Explode — And It’s About to Get a Lot Worse
Intel CEO Lip-Bu Tan set off a fresh scramble in chip stocks this week, warning that memory prices have jumped 5x to 7x and that memory now accounts for roughly 75% of the cost…
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T. Rowe Price’s TSCZ Arrives at the Right Time, but Only for Satellite Positions
A brand-new active securitized bond ETF just landed with an unusually low fee and a T. Rowe Price pedigree, but with less than two weeks of trading history and a complex MBS universe to…
Prediction: Seagate Could Be a Surprisingly Big Winner From the AI Boom
Hard drives look like a relic next to the glamorous AI chip trade, yet Seagate shareholders have watched the stock surge nearly 300% in a single year. The real question is whether the forces…
Strategy Climbs 12%, Coinbase Jumps 10% as Bitcoin Tops $80,000
Crypto-linked equities are outpacing the tape Friday morning as Bitcoin (CRYPTO:BTC) trades at $80,888.81, up 5.5% over the past 24 hours. Strategy (NASDAQ:MSTR | MSTR Price Prediction) stock is up 12% to $148.55 in…
SanDisk Jumps 6% as Storage Bid Concentrates in One Name; Western Digital Rises 3%, Micron Ticks Up
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is rising 6% to $1,713.18 in Friday morning trading, running well ahead of every other name in the memory/storage group. The move stands out because no company…
NuScale Power Drops 7% as Nuclear Stocks Hand Back the Vote Rally; Oklo Falls 5%, Centrus Energy Slides 3%
Shares of NuScale Power (NYSE:SMR) are sliding in Friday morning trading, giving back the policy-driven advance nuclear developers posted a day earlier. NuScale Power stock is at $8.45, down 7% midday. The decline leaves…
Meta Platforms Has a Secret Weapon No One Is Talking About
Meta Platforms (NASDAQ:META | META Price Prediction) has staged a quiet comeback. Shares are up 24.34% in the past month as Wall Street reawakens to the AI story. The catalyst: Muse is already the…
These Shipping Stocks Yield Up to 9%. The Dividends Come With a Catch
Four US-listed shipping stocks are flashing yields as high as 9%, but the contracts, balance sheets, and payout histories behind those numbers tell very different stories about which ones can actually sustain them.
Meta Is About to Become Mega Cloud Operator
The headline number for long-term Meta Platforms (NASDAQ:META | META Price Prediction) shareholders is a spending line. And it just got bigger. Anchor Number: $130 Billion to $145 Billion $130 billion to $145 billion. That…
Costco’s DoorDash Launch Came Too Late to Touch the Quarter It Reports September 24
Costco reports fiscal fourth-quarter earnings on September 24, and the splashy DoorDash partnership everyone is talking about played no part in the numbers. What actually drove results reveals something more important about where this…
Canary’s TRXS Brings TRON to Your IRA, but Direct Ownership Still Wins
The Canary Staked TRX ETF promises brokerage-friendly access to TRON staking rewards, but the same feature that makes it convenient for some investors makes it a strictly worse deal for others. Knowing which side…
NASA Hitches Ride with SpaceX for StarBurst Satellite. Is RocketLab the Big Loser?
NASA just handed SpaceX another launch manifest slot, and the question for retirement-focused investors is direct: how do SpaceX (NASDAQ:SPCX | SPCX Price Prediction) and Rocket Lab (NASDAQ:RKLB) compare for retirement-focused portfolios after the StarBurst…
Ripple Just Connected XRP to Stripe’s AI Agent Payments. Why the Sessions Run on XRP, Not RLUSD
Ripple has connected XRP to a payment system where the buyer is a piece of software rather than a person. The process involves that software requesting a service, which then quotes a price. The…
Waymo Is Doing So Much More Than Most Understand, Keeping Me Buying Alphabet Hand Over Fist
Most investors still see Alphabet as a search-and-ads company with a cloud kicker, but there is a commercial-scale robotaxi network buried inside the valuation that changes the entire risk-reward calculation.
Apple Stock Has a New Opportunity Investors Can’t Afford to Ignore
Apple just posted its ninth consecutive earnings beat and shares are up 23% this year, yet the stock may still be dramatically underpriced for what comes next. The case for $450 by 2027 is…