The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups…
Evercore ISI’s head of internet research Mark Mahaney has a contrarian message for investors who’ve watched the Magnificent 7 lag the broader market. On CNBC’s “Closing Bell Overtime” on June 18, 2026, with host…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) has gone from AI laggard to AI leader in roughly twelve months, and the market is finally paying attention. Yet at $371.10, the stock still trades at a…
After months of war headlines weighing on crypto, the U.S. and Iran finally signed the peace deal everyone had been waiting for this week. Crypto prices popped at first, but the moves have reversed,…
On CNBC’s June 18, 2026 segment, Tara Murphy Dougherty, CEO of Air (recently rebranded from Govini), delivered a blunt diagnosis of America’s defense-industrial posture. “There’s a lot of pressure on defense companies right now…
Retirees heading into the back half of 2026 face a familiar puzzle: how to pull steady income from a stock portfolio without sacrificing growth that protects against inflation. Three dividend ETFs keep showing up…
Waste Management (NYSE:WM) is often discussed as a long-duration retirement holding for the next two or three decades because it is the closest thing the public markets offer to a regulated economic utility with…
Dr. Michael Burry of The Big Short fame might serve as a brilliant guide for an unprecedented AI hype-driven market environment. While the man has been known to be a bit early to some…
The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone.…
I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price…
At $116.56, Strategy Inc. (NASDAQ:MSTR | MSTR Price Prediction) looks vulnerable, with dilutive equity issuance colliding with a hawkish incoming Fed under Kevin Warsh setting up a potential path back toward $65. The stock…
The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing…
As the Magnificent Seven continue to take a breather for 2026 relative to the S&P, up 10% year to date (YTD), and the Nasdaq 100, up 21% YTD, I’m sure many are wondering if…
Roger Ferguson, the former Federal Reserve Vice Chairman, went on CNBC Thursday to translate what just happened at Kevin Warsh’s debut meeting as Fed Chair. The Fed held the policy rate steady at 3.75%,…
The stock market isn’t going to fall again, at least in this century. The S&P is up 8% this year. It is up 25% in the last year, and 80% over the last five.…
