Artificial intelligence is creating winners and losers across the global economy. Investors have spent the last two years focused on the obvious beneficiaries — Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Micron Technology…
Rich Duprey At $2,184 for SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong,…
Uber Technologies (NYSE:UBER | UBER Price Prediction) at $70.91 sits in a holding pattern. The stock absorbed a sharp leg lower on the same day it unveiled a Zurich robotaxi launch with…
Alex Sirois xAI, the part of SpaceX (NASDAQ: SPCX | SPCX Price Prediction) that operates Grok, was always going to drive the entire company under. SpaceX had almost $19 bullion in revenue last year.…
If Mid-America Apartment Communities (NYSE:MAA | MAA Price Prediction) lives up to its billing as a retiree’s hedge against a hawkish Fed, the dividend has to be the load-bearing wall. With the…
Alex Sirois Few large-cap software names have fallen as far, as fast, as Adobe (NASDAQ:ADBE | ADBE Price Prediction) over the past year. The stock has gone from a creative-software bellwether to a value puzzle,…
Vandita Jadeja Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) has been one of the loudest AI winners of the past 12 months, but a sharp June pullback has reset the setup heading into the second…
The latest Powerball jackpot stood at roughly $269 million, with a cash option of about $120.5 million before taxes. That would solve all your financial problems, but the odds are not great:…
Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation…
Alex Sirois She retired from a long career with good benefits, and her former employer’s pension picks up her Medicare Part D drug premium. So when she scanned her first Social Security deposit of…
Gerelyn Terzo Badly damaged tech company Oracle (NASDAQ: ORCL | ORCL Price Prediction) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took…
AST SpaceMobile (NASDAQ:ASTS) is the only public company beaming 4G and 5G directly to unmodified smartphones from low Earth orbit. CEO Abel Avellan calls it “the only technology positioned to capture the…
Vandita Jadeja AMLP and MLPX both hold the pipelines and terminals powering North American energy, yet a single structural difference between them has quietly produced a decade-long performance gap that income-focused investors rarely see…
XOP and OIH both tap the energy sector, but they bet on completely different forces inside it, and backing the wrong one at the wrong moment in the cycle has historically cost…
Everyone is still piling into Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) after another blowout earnings report, with U.S. commercial revenue exploding 133% year over year and CEO Alex Karp bragging about…
