Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while Intel stock…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered one of the cleanest quarters in mega-cap tech, and the stock is acting like nothing happened. AMZN stock is up just 6.24% year to date despite…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance…
Lawrence Lepard, a longtime bitcoin investor and advocate, laid out one of the most aggressive bull cases for Strategy (NASDAQ:MSTR | MSTR Price Prediction) on a recent appearance on Thoughtful Money with Adam Taggart.…
Fintech consolidation remains a live theme as 2026 unfolds. Goldman Sachs analysts have flagged the potential for U.S. deregulation or reduced policy uncertainty to lead to increased shareholder payouts and debt-funded M&A, and pockets…
The AI boom is giving investors no shortage of curveballs. In a rather surprising move, Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google inked a deal that’ll see Elon Musk’s SpaceX (SPCX) receive $920 million…
Semiconductor stocks have been soaring higher in the past few months, and there’s no end in sight to the rally. Friday’s sharp selloff is being reversed, with the Philadelphia Semiconductor Index up 83% year-to-date.…
A Decade of Whiplash, Then a Mega-Deal Ten years ago, Chevron (NYSE:CVX | CVX Price Prediction) was clawing out of the 2014 to 2016 oil crash, when Brent collapsed from $111.80 in June 2014…
Eric Ries, author of the legendary book The Lean Startup and, more recently, Incorruptible, and a governance advisor to Anthropic since 2021, delivered a sharp critique of the AI investment boom. He told CNBC’s Squawk Box on June…
From Firewall Vendor to AI Security Platform A decade ago, Palo Alto Networks (NASDAQ: PANW | PANW Price Prediction) was still primarily known as a next-generation firewall company competing with legacy network security incumbents.…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this week, Musk…
Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and…
The Range Nuclear Renaissance Index ETF (NYSEARCA:NUKZ) has done what almost no thematic fund managed in the prior cycle: turned a niche utility trade into a high-growth AI derivative. Shares of NUKZ closed near…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our AI investments…
Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction) has rallied 13.73% year to date and 55.27% over the past year, fueled by oncology blockbusters and a MedTech franchise hitting on every cylinder. CEO Joaquin…
