ON Semiconductor (NASDAQ:ON | ON Price Prediction) has staged one of the most aggressive recoveries in the chip sector this year, and our proprietary model still sees room to run. After a vicious 2025…
If you put $10,000 into Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) on the last trading day of 2025, you are sitting on about $19,400 this morning. The same $10,000 in the S&P 500 (via SPY)…
The All-In podcast (hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg) recently hosted Coatue’s Thomas Laffont, surfacing an idea they called the “10X paradox.” The takeaway carries direct implications for shareholders of…
The pitch for Vanguard Growth ETF (NYSEARCA:VUG) sits at the cheap end of a long-running debate about whether active stock pickers can beat an index dominated by mega-cap growth names. VUG charges 0.03% and…
A 64-year-old retiree with $200,000 parked in SPYI is told to expect roughly $24,000 a year at the headline yield. The cash arrives every month, but the tax form at year-end tells a different…
At $494.48, Synopsys (NASDAQ:SNPS | SNPS Price Prediction) looks constructive at current levels, with the chip design software leader trading well below its $651.73 52-week high as Wall Street fixates on accounting noise from…
Apple’s Worldwide Developers Conference kicks off Monday, and according to Wall Street Journal business columnist Tim Higgins, speaking on CNBC, AI will dominate the agenda. After years of being labeled a laggard in the…
The U.S. economy is navigating an unusual period in which two large capital cycles are unfolding side by side. While aging roads, bridges, and transit systems show signs of strain — with potholes, maintenance…
From Near-Bankruptcy to the AI and Autonomy Bet Ten years ago, Tesla (NASDAQ:TSLA | TSLA Price Prediction) was a Model S and Model X maker scrambling to ramp the Model 3 and absorb SolarCity.…
Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today's mega-cap incumbents are being treated…
The question in our headline has a short answer based on our proprietary model: probably not in 2026. But the longer answer is more interesting, because the bull case scenario for DraftKings (NASDAQ:DKNG |…
The May employment data landed with a thud for bond bulls, with implications for Treasury proxies like the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT). May nonfarm payrolls rose 172,000, the best number since…
Bloom Energy (NYSE:BE) has become the single most explosive AI infrastructure trade on the board. The stock closed at $302.85 on June 2, up 248.54% year to date and 1,556.73% over the past year.…
Chevron is a stock worth owning for decades because it generates oceans of cash through every commodity cycle and shares that cash with owners on a schedule you can set your retirement clock to.…
Ten years ago, Facebook was still Facebook. The company hadn’t yet bought into the metaverse, the Cambridge Analytica scandal hadn’t hit, and Mark Zuckerberg wasn’t talking about superintelligence. Since then, Meta (NASDAQ:META | META…
