Palantir (NASDAQ: PLTR | PLTR Price Prediction) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder. Palantir sells the software brain that runs enterprise AI. SanDisk…
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.…
Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is now the cheapest he has ever seen it. That is a striking sentence about…
Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META | META Price Prediction) is making the right strategic move by entering the enterprise…
Our 24/7 Wall St. Price Target for Apple (NASDAQ:AAPL | AAPL Price Prediction) is $336.98 over the next 12 months, pointing to 9.4% upside from the current $308.30. We rate shares a BUY with…
The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported that “Sources close to the situation do confirm that META is working on building…
ServiceNow (NYSE:NOW | NOW Price Prediction) and Adobe (NASDAQ:ADBE) have both posted fresh results, with sharply different profiles. ServiceNow’s January 28, 2026 Q4 report showcased an enterprise AI workflow engine still compounding at 20%+.…
Walmart just handed Google's Gemini AI the keys to its checkout lane, and the ripple effects stretch far beyond one retailer. Five stocks across logistics, robotics, payments, and merchant platforms stand to capture the…
Wall Street sent a coordinated bullish signal to the airline sector as Goldman Sachs analyst Catherine O’Brien and TD Cowen analyst Tom Fitzgerald raised their price targets across most major U.S. carriers. Goldman lifted…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) co-founder and CEO Alex Karp argued this week that generative AI sales to enterprises are structurally broken. In his words, “something has gone completely wrong” in the…
Sanjay Mehrotra sat with Jim Cramer on June 30, 2026 and said the quiet part out loud about the AI memory boom. “Even our customers could not forecast this demand.” Coming from the CEO…
Reddit (NYSE: RDDT | RDDT Price Prediction) and Chewy (NYSE: CHWY) just posted fresh quarters that read like opposite chapters of the same internet economy. Reddit is selling words, communities, and the data that…
When a former Dividend Aristocrat slashes its payout, the market’s memory is long. But four years on, AT&T (NYSE:T | T Price Prediction) has built a cash flow machine that, in my view, makes…
The June jobs report landed with a thud. American employers added just 57,000 nonfarm payrolls, roughly half the 115,000 Dow Jones consensus forecast and a sharp cooldown from the downwardly revised 129,000 added in…
Morgan Stanley (NYSE:MS | MS Price Prediction) and JPMorgan Chase (NYSE:JPM) both posted Q1 2026 results that showcased strength, yet the businesses behind those numbers look nothing alike. Morgan Stanley leaned on advisory fees…
