Omor Ibne Ehsan |
“Move Away From Use Cases”: BMO Executive Issues Critical Warning Ahead of Nvidia Earnings
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled…
David Beren |
Since 2024, Money From Grandma’s 529 No Longer Counts Against a Grandchild’s Financial Aid at All. The Penalty That Kept Grandparents From Helping Is Simply Gone.
A federal rule quietly changed in 2024, and grandparents who still follow the old advice about 529 withdrawals are leaving…
Vandita Jadeja |
Price Prediction: Microsoft Will Hit $650 on This Date
Microsoft just posted the biggest fiscal year in its history, yet the stock has gone nowhere for a year. A…
David Moadel |
Lucid Sinks 6% Despite Major Vehicle Reveal, Rivian Drops 5%
Lucid unveiled what it calls America's most powerful three-row crossover on the same day its stock extended a brutal year-to-date…
David Moadel |
SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down
A fresh FCC ruling on foreign inverters sent one solar stock surging while its closest peers slid, and the divergence…
Dr. Robert Castellano |
Applied Materials’ China Problem Is Getting Worse
China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in…
David Moadel |
Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift…
Dr. Robert Castellano |
SK Hynix Just Expanded Coherent’s AI Upside
SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies…
Vandita Jadeja |
Prediction: SMCI Stock Will Hit $60 on This Date
Super Micro Computer just secured a record-breaking backlog and guided to $72 billion in revenue, yet shares sit nearly 20%…
David Beren |
The Two Humanoid-Robot Funds Are 30 Points Apart This Year. The Winner Owns the Parts, Not the Promises
Two humanoid-robot ETFs track the same explosive theme yet delivered wildly different results in 2026, and the gap comes down…
David Moadel |
Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?
Plug Power is bleeding 5% on a day with no news while Bloom Energy holds steady and the hydrogen ETF…
David Moadel |
AST SpaceMobile Falls 4%, Rocket Lab Holds Steady: Is the Falcon 9 Wind-Down Really Hitting Space Stocks?
SpaceX just wound down Falcon 9 East Coast Starlink launches, and AST SpaceMobile is taking the brunt while Rocket Lab…
David Moadel |
Meta Heads Toward $580 as a $17B Teen Safety Settlement Ends the Trial; Snap Falls 9%
A landmark legal settlement sent Meta stock climbing while Snap cratered 9% on the same day over the same issue,…
Thomas Richmond |
Nvidia Is Held by 803 ETFs, Making Its Q2 Earnings Tonight the Most Important Report of the Cycle
SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one…
Vandita Jadeja |
Costco Has a Secret Growth Engine. Wall Street May Be Underestimating It.
Costco's membership business is compounding at a rate Wall Street continues to treat as a sideshow, and that gap between…
Rich Duprey |
Kevin Warsh Just Got Another Reason to Raise Rates in September
Kevin Warsh came in as the Fed chair Wall Street hoped would ease up on rates, but the latest inflation…
Omor Ibne Ehsan |
Druckenmiller Just Turned On His Own Protege, and Bond Investors Should Take the Hint
Stanley Druckenmiller trained Scott Bessent in the art of macro investing, which makes his public attack on Bessent's bond buyback…
Vandita Jadeja |
Palantir Stock Could Be in for a Big September. Here’s Why.
Palantir just delivered one of the most explosive earnings reports in enterprise tech history, and September options positioning suggests traders…
David Moadel |
Abercrombie & Fitch Soars 37% on a $100M Tariff Refund and Raised Guidance, Ross and Kohl’s Hold Steady
A $100 million tariff refund sent Abercrombie surging in a single session while the same catalyst left Kohl's nearly unchanged…
Gerelyn Terzo |
Every Insurer’s Medigap Plan G Covers the Same Benefits. The Premium Isn’t and on Most Policies It Climbs Every Birthday.
Three quotes for the exact same Medigap Plan G, and the premiums range from $118 to $214 a month. The…
