DRAM and NAND prices could both triple through the end of 2026 -- then keep rising.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Would-be investors need to look past the hype and learn what they'll actually be buying.
Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm’s Executive VP of the Edge AI Business Unit, announced that the newly unveiled NVIDIA RTX Spark is set to redefine personal computing for the agentic era. As AI shifts from traditional application-based […]
Can a ban on foreign drone parts make Unusual Machines stock a winner?
The cybersecurity giant has announced a 4-for-1 stock split that will take place at the beginning of July.
The space stock has faced setbacks in recent months and has had to push back its ambitious launch goals.
Amphenol (NYSE:APH) is a stock built to be owned for decades, because every meaningful electronics megatrend of the next twenty years (AI infrastructure, defense modernization, vehicle electrification, factory automation) physically depends on the connectors, sensors, and cables it sells. For a retirement-focused investor who wants to stop watching the screen, Amphenol is the rare industrial ... Got $1,500? This Invisible Megatrend Makes 1 Serial Compounder a Clear Buy Right Now
A decade-old renewable energy dispute has collided with the biggest sporting event on earth, putting Madrid's logistical footprint under federal scrutiny.
The data is very clear about what the near term could look like.
XRP's network will become faster and more efficient, but will that upgrade move the needle?
The AI server maker's record orders came with a $7 billion bill for shareholders.
Shares of SanDisk (NASDAQ:SNDK) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps a rough stretch for memory and storage names that had pulled back hard from last week’s highs. Both moves arrive alongside a broader rebound across the memory ... SanDisk Jumps 14%, Western Digital Climbs 6% as Memory Stocks Rebound on SK Hynix’s Capacity Plan
Elon Musk will be the real winner of the IPO.
The semiconductor sector has taken a beating of late, but that is good news for investors looking to buy top chip stocks at attractive valuations.
Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) reported Q1 2026 results that pulled the GLP-1 duopoly apart. Lilly grew revenue 55.5% and raised guidance. Novo posted a 4% adjusted sales decline at constant currency and is cutting 9,000 jobs. Both call obesity the prize, but their quarters tell very different stories about who ... Eli Lilly vs Novo Nordisk: The Battle for Obesity Drug Supremacy
Broadcom (NASDAQ:AVGO) beat both lines last week and still got punished, which shows how this AI cycle now grades the report card. Broadcom is the second-largest AI chip franchise behind NVIDIA (NASDAQ:NVDA), supplying custom accelerators and networking silicon to hyperscalers. CEO Hock Tan has been guiding the Street toward $56 billion in AI semiconductor revenue this ... Broadcom’s Selloff Shows the New Rule of AI Stocks: Great Isn’t Good
Most people know Vanguard for its low-cost index funds. This smaller, actively managed ETF has been able to beat the S&P 500 for more than eight years.
The launch of spot Bitcoin ETFs in the United States in January 2024 did more than simply make cryptocurrency easier to access. It also created a regulated ecosystem around Bitcoin that could support options trading and a variety of derivative-based income strategies. Since then, ETF issuers have experimented with all kinds of products. Some use ... The Roundhill Bitcoin Covered Call ETF Paying 30 Percent Yields Without Holding a Single Satoshi
Shares of Marvell Technology (NASDAQ:MRVL) are up 8% today, trading at around $273 in midday action on Thursday, June 11. The move extends a remarkable run that has the stock up 57% over the past month heading into its scheduled index debut. The catalyst is well known. S&P Dow Jones Indices confirmed in its June ... Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?
Be careful when following this common guidance.
Backed by KKR, Kuwait's sovereign fund, NVIDIA and Vistra, a new private-capital platform aims to be a one-stop builder for hyperscaler AI infrastructure, signaling that dedicated third-party delivery vehicles are…
Neura Robotics, backed by Qualcomm, Nvidia and Amazon, has secured funding of up to US$1.4b to scale AI-powered humanoid and cognitive robots across multiple industries. Qualcomm’s automotive partner QCraft is preparing global mass-market deployment of autonomous driving solutions built on Qualcomm’s SA8650P platform. These developments highlight Qualcomm’s push beyond smartphones into robotics and intelligent vehicles through its wider AI and hardware ecosystem. For investors tracking...
NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data center and power infrastructure globally. The company is expanding its alliance with SK Group to work on AI supercomputing, CPUs, and robotics, with an eye on semiconductor and memory supply constraints. NVIDIA has also entered an exclusive partnership with Abridge to develop healthcare focused AI models for clinical use. NVIDIA (NasdaqGS:NVDA), trading at...
Broadcom and ASML are better buys than SpaceX's massive IPO.
XRP (CRYPTO: XRP) has dipped below $1.20 for the first time in over a year, and the token trades around $1.12 today after losing more than 10% in a week amid a market-wide selloff. The drop comes despite a year in which XRP got nearly everything holders had been waiting for: spot ETFs, a settled ... Is It Safe to Hold XRP Right Now? What Holders Should Be Watching
Agentic AI Shockwave Sends Nvidia, AMD, Intel and Arm Sharply Higher
At $475.51, Advanced Micro Devices (NASDAQ:AMD) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story and the multiple has rarely been wider. AMD designs the CPUs and GPUs powering hyperscale AI factories, with EPYC server chips and Instinct accelerators now the company’s ... Up 129% Year-to-Date: 1 Flashing Red Light That Makes AMD Stock a Dangerous Buy Above $475
Oracle is raising cash, and much of it may end up flowing to ASML.
Costco (NASDAQ:COST) is structured for multi-decade compounding because its membership fee engine turns a low-margin grocery business into a recurring-revenue compounder that gets stronger every cycle. If you are in your 50s or 60s and tired of being whipsawed by trend trades, this is the kind of holding you can buy, file away, and let ... Forget Volatility: 1 Core Portfolio Cornerstone to Buy Hand Over Fist
Wages get taxed before they hit your account, raises rarely keep pace with shelter and grocery inflation, and a single layoff cycle can erase years of careful budgeting. Passive income from dividends sidesteps all of that. The cash arrives whether the market is green or red, whether you are at your desk or asleep, and ... Want $1,000 a Month in Dividends? Here’s How Much of This Stock You’d Need