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Dell Technologies' growth has accelerated significantly due to AI, and it seems well-placed to sustain its impressive momentum amid booming demand for AI servers.
Nvidia's investment portfolio contains some great stock picks.
Philippe Laffont, billionaire founder and portfolio manager of Coatue Management, framed artificial intelligence as the defining economic shift of the coming decades and predicted that the first $10 trillion company is on the horizon. Laffont argues AI is the “Intelligence Age,” following the Industrial Age that ran a couple hundred years and the Information Age ... Billionaire Hedge Fund Manager: AI Could Produce the First $10 Trillion Company as We Enter the “Intelligence Age”
Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, used a CNBC appearance on Tuesday, June 23, to push back against the idea that the recent pullback in AI and semiconductor stocks signals that something is broken in the sector. She believes the move looks like classic profit-taking after a vertical run, with the ... Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story
I keep buying ASML (NASDAQ:ASML), and every time Wall Street has a fresh panic attack about 4.2% inflation, I find another reason to hit the button again. The macro crowd is staring at the wrong screen. I am staring at a Dutch lithography company that generates substantial cash because it builds the machines that make ... Wall Street Is Fixated on 4.2% Inflation: Here Is the 1 Unstoppable AI Kingpin I Keep Accumulating on Repeat
The OBBBA could ease some tax burdens for retirees.
Moby summary of Korn Ferry's Q4 2026 earnings call
Make sure you know where you're putting your money.
A year after OKX’s guilty plea, which resulted in a $500 million fine, it has rebranded itself as the safe, NYSE-backed option for potentially 120 million traders.
UBS raises deliveries estimates for Tesla -- and thinks the stock will fall 10%.
Intel's revival is a step closer to becoming a reality.
We just covered the 10 Stocks That Will 10X According to Social Media. Fluence Energy (NASDAQ:FLNC) ranks #8 (see 5 Stocks That Will 10X According to Social Media). Number of Hedge Fund Investors: 31 Fluence Energy (NASDAQ:FLNC) is a global energy storage company that sells large-scale battery systems, grid management software, and AI-driven energy optimization […]
We just covered the 10 Stocks That Will 10X According to Social Media. Infleqtion Inc (NYSE:INFQ) ranks #9 (see 5 Stocks That Will 10X According to Social Media). Number of Hedge Fund Investors: 24 Social media believes Infleqtion Inc (NYSE:INFQ) has the potential to 10x in the long term. Infleqtion is a quantum technology company […]
The stock cratered 19% because the CEO has treated dilution like a magic wand since the meme stock frenzy, and at this point we have lost count of how many times he has made shareholders pay for his inability to run a profitable movie-theater business
The long-term thesis remains largely unchanged.
It wouldn't be wrong to at least consider the possibility that recent weakness from the market's leading artificial intelligence stocks could mark the beginning of something more serious.
Shares of Arm Holdings (NASDAQ:ARM) stock are down 10% today, trading near $367 in Tuesday afternoon action. The slide pulls Arm shares well below their June 17 all-time intraday high of $444.8 and lands inside a broad, Korean-led chip and AI selloff rather than any Arm-specific stumble. Even after today’s drop, Arm stock remains up ... Arm Stock Is Up 235% in 2026: Is Today’s 10% Drawdown a Take-Profits Signal?
Data centers have created significant demand for Sterling Infrastructure's services that should last for multiple years.
Oracle has been my focus this month, and the recent selloff has only sharpened that focus. The stock has dropped 29.45% since June 1, the financial press is hyperventilating about cash burn, and my cost basis keeps falling while my conviction keeps rising. That combination is rare. I am going to use it. Here is ... Why I Can’t Stop Buying This $553 Billion AI Infrastructure Gatekeeper
Microsoft (NASDAQ:MSFT) is the rare mega-cap where the bear case centers on valuation rather than business quality: the stock got ahead of itself. After a sharp drawdown from $551.05 in 2025 to today’s level, the math has reset. Our model says the setup now favors patient buyers. Microsoft trades at $367.34. Our 24/7 Wall St. ... Microsoft’s $37 Billion AI Run Rate Points to 33% Upside Potential
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR) stock is off 9% to $387, while Lumentum (NASDAQ:LITE) stock has slipped 8% to around $825. The selloff is sharp, but it arrives without a fresh company-specific catalyst from Applied ... Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
Lockheed Martin stock has been hamstrung by the war in Iran, but there may be value here for long-term investors.
Events in South Korea created jitters in the U.S. technology markets.
With odds of a 2026 rate hike getting shorter, the Fidelity Dividend ETF For Rising Rates is a fund to consider.
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