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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.
Former Fidelity fund manager George Noble says the artificial intelligence boom looks like "dot-com and subprime all merged in one," warning that massive spending on AI may fail to generate adequate returns. "Show me the ROI," Noble told "Big Short"...
Many overlooked Rivian simply for being in the very early innings of its story, and many don't understand Carvana's move into new-vehicle sales. Here's why savvy investors won't ignore these two stocks for long.
Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround still has teeth or the easy money is already gone.
Quanome Technologies (NASDAQ:QNME) has entered into an approximately $18. 8 million GPU infrastructure purchase agreement for its XDT AI cloud business, with its first U.
Sandisk has outperformed Micron stock over the past year, but the future could be different.
Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.
Muse might be a game changer for a company that has been trying to diversify its revenue sources beyond online ads for many years.
Nvidia is extending its influence beyond GPUs into the electrical and cooling equipment that determines whether an AI data center can actually run. On September 21, the company introduced its DSX Ready program and named Tesla, Inc. (NASDAQ:TSLA) among qualified battery-energy-storage suppliers and Vertiv Holdings Co (NYSE:VRT) among qualified cooling suppliers. NVIDIA Corporation (NASDAQ:NVDA) is […]
Nvidia just posted triple-digit revenue growth and Jensen Huang says the company can only fulfill 70% of demand, yet the stock still trades well below where the math points. Three converging forces suggest the gap between current price and fair value may close faster than most investors expect.
The Fed is likely embarking on a rate hiking cycle, which has often resulted in recessions and bear markets.
IonQ’s Superion 256 quantum computer will be the first system installed at Nvidia’s quantum research center, say the partners.
The latest AI rally pushed the Nasdaq Composite (^IXIC) to an all-time record high above 27,200 on Tuesday. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian examine Wall Street analysis that forecasts that the Nasdaq could move even higher after this rally.
XRP has rebounded from a low of $1 this summer, but how much higher can it go?
Trump Makes Big Moves in Microsoft, Amazon and Nvidia Stocks
Rising interest rates haven't historically been that bad for stock prices.
Investors should use time and compound earnings to their advantage.
Nvidia grew revenue by 106% in its fiscal second quarter, but there’s another number I’m watching closely.
And the sector responsible for this brewing disinterest will come as no surprise.
In August 2026, AI confidence saw a notable increase, as evidenced by the BCC Research AI Sentiment Index rising to 77.78 from 75.10 in July. This growth is attributed to a shift from mere experimentation to the practical deployment of AI, with organizations reporting measurable efficiency gains and improved decision-making. Notably, life sciences and healthcare experienced significant advancements due to expanding AI applications, while the technology and consumer electronics sectors...
Three nuclear stocks are chasing the same industry revival, but only one of them already has a real business to back it up.
One of 2026’s wildest AI trades is not Nvidia. It is SanDisk. SanDisk Corporation (NASDAQ:SNDK) was up more than 650% for the year after an 11% surge on September 18. The rally has turned a familiar memory manufacturer into one of the S&P 500’s best-performing stocks. Micron Technology, Inc. (NASDAQ:MU) has enjoyed the same AI-memory […]
Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the "concentration trap" catching retail investors off guard, and share the ultimate gut-check to know if you are carrying too much risk
Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company.
SpaceX has three enormous opportunities in Starlink, launch services, and AI.
Cardano's long slide downward will likely continue over the next three years.
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