Apple's local-AI pitch targets selected workloads, not Nvidia's dominant data-center training business.
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The S&P 500 has been perhaps the greatest wealth generation machine of the past several decades.

Shares of quantum computing company IonQ (NYSE:IONQ) jumped 4.8% in the morning session after the company announced an end-to-end real-time quantum error correction decoder that runs on a single standard central processing unit.
Seaport sees more room for growth as AI data-center demand lifts Marvell's custom silicon and interconnect businesses.

The State Street SPDR S&P Dividend ETF could be the ideal dividend fund if the U.S. economy cools.

Nvidia stock takes a breather after a six-day winning streak ahead of a key meeting between CEO Huang, President Trump and China's Xi Jinping.

Paychex's GAAP profits were worse than its non-GAAP profits, and FCF was even worse than GAAP!

Although Wood's company bought this stock, it may have had other motivations.

One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.

The GE Vernova stock price is still a good distance from its 52-week high, but it's still a company worth considering as an investable opportunity.

There are not many ETFs that can match this ETF on performance.
Up 76% in 3 months, can Palantir stock keep powering higher?

We may be seeing the beginning of Meta's next major growth engine.

Broadcom's latest earnings dropped a set of forward projections so aggressive that ignoring them starts to feel like a mistake. Here is why one investor keeps adding shares on every single paycheck.

Shares of IonQ rallied 5% on Wednesday after the company announced a breakthrough in quantum computing and a new collaboration with AI chip heavyweight Nvidia.

Qualcomm could make investors significantly richer over the next five years.

History has shown that few sectors have had better long-term returns than tech stocks.

One Magnificent Seven stock is quietly building a case that its biggest gains still lie ahead, and the math behind a potential doubling of your investment by 2027 is harder to dismiss than you might expect.

The biggest opportunities over the next 10 years might come from smaller-company stocks.
A different AI economics model is starting to take shape

Manchester United: Back in the UEFA Champions League, but still losing money.

Even the Golden Arches has an AI operating system now, and franchisees are getting the bill for it

IonQ shares (NYSE: IONQ) rose 4.1% to $42.42 on Wednesday morning as investors weighed the company’s planned deployment of its Superion 256 system at NVIDIA’s Accelerated Quantum Research Center. The system will connect IonQ’s full-stack quantum system directly to NVIDIA’s AI infrastructure,...
Today on Sozzi Unleashed, we dive into the market's reaction to Meta's (META) Muse AI, Ray Dalio’s latest warning on a potential AI bubble, and Sozzi’s one-on-one conversation with IBM (IBM) Vice Chair and former US National Economic Council Director Gary Cohn.
The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (^IXIC) higher, Meta's (META) Muse AI sparking fresh AI-disruption fears, and McDonald's (MCD) dipping 5% as the fast-food giant plans to invest $8.5 billion in restaurant upgrades and franchisee support through 2036.

Jensen Huang recently described software vendor CrowdStrike as Nvidia's top cybersecurity partner.
Supermicro is moving Nvidia’s latest AI platform into customer deployments while bundling the servers with cooling, power and other data-center infrastructure.

Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis to actually work.
