A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.
Memory stocks have already handed early believers life-changing gains, but a structural supply shortage that analysts say widens through 2028 suggests the rally may have a second act worth understanding before the window closes.
Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from Tesla, Alphabet, and IBM could either calm nerves or deepen the selloff before the…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
Oil prices are pulling back and Middle East diplomacy is flickering back to life, giving stocks room to run Monday morning. Find out which AI chipmakers and big tech names are moving on the…
Tech stocks buckled under the weight of soaring AI costs and a high-profile earnings stumble, sending chip ETFs into a steep slide and leaving investors to decide whether this selloff is a warning sign…
Taiwan Semi just posted a blowout quarter, yet chip stocks are getting hammered anyway. The reason traces back to a capex number that is rattling investors and raising questions about who actually wins when…
Cooler wholesale prices hit the tape just as chipmakers are flexing their earnings muscle, and the combination is reshaping how traders are thinking about the Fed, the AI trade, and what PayPal might actually…
A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
Jim Cramer sees a high-quality AI infrastructure operator hiding inside a stock the market still treats like a relic, but the bears have a leverage argument worth hearing before you pull the trigger.
Geopolitical friction is rattling semiconductor stocks and sending oil prices climbing just as corporate earnings season heats up. Here is what traders are watching as the pressure spreads across chips, space, and AI infrastructure…
Jim Cramer owns six of the Magnificent Seven and argues that grouping them together is one of the costliest mistakes an investor can make. The five dimensions separating these stocks reveal why selling them…
The S&P 500 is up 10.3% YTD, and Wall Street is convinced the markets have more room to run, particularly for this group of stocks we have uncovered. JPMorgan just tagged CECO Environmental (NASDAQ:CECO) with…
Jim Cramer called it insulting on live television, and the numbers suggest he has a point. Two semiconductor companies just posted blowout quarters, but the market is pricing the commodity supplier at a premium…
Alphabet and Apple both carry trillion-dollar AI ambitions, but their valuations, growth rates, and capital strategies tell very different stories for retirement investors who need the right answer before they buy.
