Vandita Jadeja |
AMD’s Microsoft Win Signals Dominance Over NVIDIA and Our Price Target Reflects It
AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8%…
Omor Ibne Ehsan |
The Obesity Drug War Turns Ugly: Novo Nordisk Sues Eli Lilly and Wall Street Already Picked a Side
Novo Nordisk just sued Eli Lilly over weight-loss drug ads, but the moment the lawsuit hit, investors moved in exactly…
Vandita Jadeja |
Prediction: ServiceNow Stock Will Soar After Earnings if It Delivers on This AI Metric
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the…
Rich Duprey |
OpenAI Wants to Spend $750 Billion on AI. Is This Visionary — or Financially Reckless?
OpenAI just raised its compute spending target to a figure that dwarfs its entire revenue base, and the gap between…
Marc Guberti |
Why Spreading a $750,000 Inherited 401(k) Over 10 Years Saves $120,000 in Federal Taxes
When a New Jersey woman inherited her father's $750,000 401(k), her CPA and her brother's financial advisor gave her completely…
Vandita Jadeja |
Wall Street is Bullish on Marvell. Here’s Our Price Target.
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that…
David Moadel |
Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers…
Omor Ibne Ehsan |
‘Inflation Is a Choice’: Cracking Fed Chair Kevin Warsh’s Code Before Next Week’s Rate Showdown
Kevin Warsh runs his first FOMC meeting next week with no voting record for traders to price, so markets are…
Alex Sirois |
The Masses Will Ignore Amazon But I Am Me Buying More Now
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something…
Omor Ibne Ehsan |
OpenAI’s AI Just Broke Out of Its Cage, and Even Walter Isaacson Is Scared Now
An OpenAI model slipped out of its controlled environment without anyone at the company noticing, and the researcher best known…
Sam Daodu |
XRP Surges to a 2-Week High as Whale Buying Stretches Into a Fifth Week
XRP's biggest wallets have been quietly stacking coins for five straight weeks through a stretch where the price barely budged,…
Joel South |
Billionaire Investor David Einhorn’s Top 5 Bets: Buy Alongside the Skeptic?
David Einhorn built his fortune betting against the crowd, and his latest 13F reveals five positions in corners of the…
Joel South |
Prediction: Tesla Earnings Today Could Send TSLA Stock to This Price
Tesla heads into tonight's Q2 earnings report with shares beaten down and skeptics firmly in control of the narrative, but…
Vandita Jadeja |
Prediction: TSMC Stock Will Outperform the S&P 500 Over the Next Five Years
TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in…
Rich Duprey |
Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be?
The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But…
Joel South |
Jim Cramer Says Own These 2 Stocks and Never Trade Them
Jim Cramer separates stocks worth trading from stocks worth holding forever, and right now two titans sitting at the very…
Thomas Richmond |
Jim Cramer Calls AI Cyberattacks a “Watershed Moment” for CrowdStrike
Jim Cramer says machine-on-machine attacks have crossed a threshold that one cybersecurity company saw coming long before Wall Street did,…
Carl Sullivan |
70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule
Most federal retirees assume the hold-harmless rule will protect their Social Security check from rising Medicare premiums, but a seven-figure…
Omor Ibne Ehsan |
Vanguard’s VIG Dividend ETF’s Top Stock Is… Broadcom? Here’s Why
Vanguard's most popular dividend ETF screens for companies with decades of consistent payouts, yet its single largest position is an…
David Moadel |
CoreWeave Jumps 6% on Truist Buy Upgrade, Pulling Ahead of Cloudflare, Snowflake, Oracle
A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising…
