Strategist Defends Semiconductor Rally Amid Bubble Fears
A veteran market strategist argues the semiconductor rally is supported by real demand and capacity constraints, not ...
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Craig Tindale: The Financial Table Is Turning Today
A top investor argues the vast US financial economy is due for a shift into the physical economy, centered on metals ...
Palo Alto Networks Hits $10B Revenue Run Rate, Beats Market
Palo Alto Networks reports a milestone milestone: a $10B revenue run rate fueled by platform expansion and AI securit...
Buy, Hold, Sell: Arm Holdings Under Hawkish Fed Pressure
Arm Holdings faces macro headwinds as the Fed signals restraint. Investors are weighing a buy, hold, sell: holdings f...
Vertiv Stock Eyes $400 on AI Data Center Surge
As AI workloads spur hyperscale data-center expansion, Vertiv’s order book signals a durable cycle that could lift th...
Jensen Huang Relationship with Trump Roils Markets Today
Nvidia CEO Jensen Huang spoke on AI’s societal impact and the politics surrounding it, highlighting how leadership, p...
Franklin Templeton ETFs Would Turn Dividends Into Bitcoin
Franklin Templeton filed for two DRIP-focused ETFs that would redirect dividend payouts from U.S. stocks into Bitcoin...
JPMorgan: 2026 Rally Entirely Earnings-Driven Gains Ground
A JPMorgan Private Bank view argues that the 2026 rally is driven by earnings strength, with a base-case S&P 500 arou...
Micron Just Dropped 13%: Analyst Says Rally Stays Intact
Micron Technology shares tumbled about 13% ahead of its fiscal Q3 print, but one analyst argues the slide is a sentim...
Oklo Using Design Nuclear: AI-Driven Reactor Innovation That Investors Should Watch
Oklo is combining AI with nuclear reactor design to shorten development timelines and improve safety. This article br...
Anthony Scaramucci on America 250: A Call to Save, Now
As the nation marks its 250th birthday, Anthony Scaramucci urges a return to thrift and steady investing to protect h...
A $400,000 Annuity Guarantees $2,600 Monthly, but What Cost?
A growing number of retirees are weighing a single-premium immediate annuity that pays $2,600 a month from a $400,000...
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