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Meta keeps beating expectations by wider margins than almost anyone predicted, and a single event on the September calendar shifts the investment case in a way most coverage ignores entirely.
The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally are taking a breather or signaling something worse.
The most ambitious bull case for SpaceX stands out from the crowd, but it is a longer-range target.
Micron may have greater short-term upside, but I prefer the other stock's long-term outlook.
Vanguard's cheapest growth ETF carries a nearly perfect long-term track record and a three-cent price tag, but crack open the holdings and a very different story starts to take shape.
Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most price targets ignore.
NuScale Power stock is down 40% in 2026.
Netflix shares have cratered over 40% in the past year while the business quietly grew revenue and raised its cash flow outlook, creating a disconnect that has our model flashing a buy signal at an unusually high confidence level heading into tomorrow's earnings.
Johnson and Johnson has quietly become one of the best-performing mega-caps of the past year, but with a fresh pullback and a pipeline firing on multiple cylinders, the bigger question is whether the next leg higher finally breaks through to record territory.
Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.
According to a report by The Information, Apple has held discussions with bankers about potential chip acquisitions in recent months.
With Lucid slamming reports of bankruptcy, what should you do with the stock?
The S&P 500 index's strong performance warrants a fresh look at the current environment.
NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA barely moved. One of these valuations is pricing in a future that may not arrive on schedule.
Investors were watching closely for clues about the staying power of the AI revolution. They got what they were looking for.
Dell and Supermicro both rode the AI server wave this quarter, but one company came out looking like a disciplined giant while the other fumbled a story that should have been a slam dunk.
The same chipmakers that have been investors' AI darlings are some of the biggest drags on today's market. The PHLX Semiconductor Index down 4.3% today with all components in the red, according to Dow Jones Market Data.
Nokia Rolls Out AI-Native RAN Platform as Nvidia Deepens Telecom Push
SpaceX has fallen about 37% from its peak, but Wall Street still sees big upside. Here's why the story may not be over.
IBM (NYSE:IBM) currently trades at $214.46 after a brutal reset, while Wall Street’s consensus price target sits at $294.94. That gap implies roughly 37% upside to the average target, one of the widest dislocations in large-cap tech. IBM is the century-old hybrid cloud, mainframe, consulting, and enterprise software franchise that spent the last two years ... IBM Just Crashed. If Wall Street Pros Are Right The Stock Could Soar From Here
A new stock offering is the latest symptom of an ongoing problem.
A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?
Six carefully screened dividend stocks can turn a lump sum into a self-sustaining income stream, but the real question is whether the yields on offer are generous rewards or warning signs dressed up as passive income.
The growing demand for server CPUs to handle agentic AI and inference workloads will be one of the biggest catalysts for AMD this earnings season.
Eos Energy says its business is booming.
A fresh Morgan Stanley analysis just upended the thesis that sent neocloud stocks spiraling, and Nebius is responding with a business model shift that changes the growth math entirely.
Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current
The market is fundamentally different today than it has been in the past.
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