Sarat Sethi, managing partner at DCLA, went on CNBC on June 22, 2026 and said the quiet part loud about memory stocks. “Micron is 800, 800% last year. So definitely a little…
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s…
Tim Horan, Oppenheimer’s satellite and AI infrastructure analyst, went on CNBC Monday to defend a price target that sounds absurd until you back into the math. He kept his buy rating and…
Omor Ibne Ehsan There’s a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL | DELL Price Prediction) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second…
Live Updates Micron Q3 Earnings Coverage Wrap-Up5:06pm ETThat wraps up our initial coverage of Micron’s Q3 results. Thank you for stopping by! Micron Added $16 Billion of Cash in Just Nine Months4:33pm…
Thomas Richmond A 66-year-old engineer who is still on his employer’s high-deductible plan files for Social Security to start the monthly checks. The Social Security Administration automatically signs him up for Medicare Part A,…
Drew Wood Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical. The stock is up 268.68% year to date and 763.64% over the past year, riding an AI memory super-cycle that has reshaped…
Vandita Jadeja Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers…
Mid-year 2026 is a stress test for long-term conviction. The S&P’s mega-cap leaders have diverged sharply this year, with Microsoft giving back gains as AI capex skeptics resurface, Visa drifting on litigation…
The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova…
Thomas Richmond A married couple, both about 68, sat at the kitchen table with bills and a question: if things got tight, could anyone take their Social Security check? They had retired with a…
Gerelyn Terzo I’m starting with the punchline. Webull (NASDAQ:BULL | BULL Price Prediction) trades at $6.64 after a brutal twelve months, and our proprietary model sees meaningful room for recovery. Our 24/7 Wall St.…
Vandita Jadeja At $381.61, Tesla (NASDAQ:TSLA | TSLA Price Prediction) looks vulnerable, with a credible path toward the $190 historical manufacturing support zone as tech multiples compress and global EV pricing grinds margins lower.…
Alex Sirois Power has become the bottleneck in the AI buildout. CNBC’s Seema Mody walked the floor of GE Vernova‘s (NYSE:GEV | GEV Price Prediction) 400-acre South Carolina plant on June 24, 2026, and…
Danielle Liverance 
