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The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain
24/7 Wall St.90d agoneutral
The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

Musk Wants to Merge SpaceX and Tesla. If He Does, He’ll Control a $3.4 Trillion Empire
24/7 Wall St.90d agoneutral
Musk Wants to Merge SpaceX and Tesla. If He Does, He’ll Control a $3.4 Trillion Empire

Elon Musk is talking openly about merging Tesla (NASDAQ:TSLA) and SpaceX, and he is doing it at a strange and convenient moment. SpaceX filed its S-1 on May 20, 2026, targeting a $1.75 trillion valuation, which would be the largest IPO in human history. Tesla, the publicly traded half of the Musk universe, sits at ... Musk Wants to Merge SpaceX and Tesla. If He Does, He’ll Control a $3.4 Trillion Empire

Dell raises annual forecasts as AI data center buildout fuels demand
Reuters90d agobullish
Dell raises annual forecasts as AI data center buildout fuels demand

Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is ‌fueling demand for its AI-optimized servers that are powered ‌by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 ​billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ‌ChatGPT, as they are ⁠equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such ⁠applications.

Memory chip stocks just starting to show 'climactic top' moves
Yahoo Finance Video90d agoneutralVIDEO
Memory chip stocks just starting to show 'climactic top' moves

The rally in memory chip stocks has driven Micron Technology (MU) shares 25% higher in the last week as its market cap crossed into the $1 trillion threshold. Sandisk (SNDK) continues its warpath after skyrocketing 4,100% over the past 12 months. Zacks Investment Research senior stock strategist Andrew Rocco explains why he believes these memory chip stocks are at the beginning of their "climactic blow-off top" moves and the growth potential they have as per their applications for training AI models.

Memory chip stocks just starting to show 'climactic top' moves
Yahoo Finance Video90d agoneutralVIDEO
Memory chip stocks just starting to show 'climactic top' moves

The rally in memory chip stocks has driven Micron Technology (MU) shares 25% higher in the last week as its market cap crossed into the $1 trillion threshold. Sandisk (SNDK) continues its warpath after skyrocketing 4,100% over the past 12 months. Zacks Investment Research senior stock strategist Andrew Rocco explains why he believes these memory chip stocks are at the beginning of their "climactic blow-off top" moves and the growth potential they have as per their applications for training AI models.

Palantir Is Down 20% in 2026 and It’s Still My Favorite Stock Idea: Here’s Why
24/7 Wall St.90d agoneutral
Palantir Is Down 20% in 2026 and It’s Still My Favorite Stock Idea: Here’s Why

The buy button keeps calling, and the data backs it up. Palantir (NASDAQ:PLTR) stock is down 20% year to date in 2026 as of May 28, but my conviction has only strengthened amid the drawdown. Up 7.65% on the session, PLTR stock trades near $143, far from the all-time high. Still, the single-session bounce hints ... Palantir Is Down 20% in 2026 and It’s Still My Favorite Stock Idea: Here’s Why

Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway
24/7 Wall St.90d agobullish
Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway

NVIDIA (NASDAQ:NVDA) dominates 2026 financial television as the consensus AI play. But the trade quietly outrunning it belongs to a company whose CEO refuses to say the magic words. Apple (NASDAQ:AAPL) closed at $311, an all-time high on a split-adjusted basis, carrying a $4.57 trillion market cap, up 54% in one year. Tim Cook never ... Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway

IXC climbed 52% in a year but income investors face a reckoning
24/7 Wall St.90d agoneutral
IXC climbed 52% in a year but income investors face a reckoning

The iShares Global Energy ETF (NYSEARCA:IXC) pays a semi-annual distribution that swings between feast and famine depending on crude oil prices. IXC’s latest payment of $0.848062 in December 2025 brought the trailing yield to roughly 3.7%, a number that looks reliable until you remember the fund cut its June 2025 payout to $0.696557 from $0.897665 ... IXC climbed 52% in a year but income investors face a reckoning

Bitcoin vs Solana Over the Last 5 Years: Which Outperformed?
24/7 Wall St.90d agobullish
Bitcoin vs Solana Over the Last 5 Years: Which Outperformed?

Over the last five years, Bitcoin (CRYPTO: BTC) and Solana (CRYPTO: SOL) have been two of the most talked-about assets in crypto. But talking about them is very different from understanding what they’ve actually delivered. One is the most institutionally held asset in the market, while the other is a high-performance blockchain known for fast, ... Bitcoin vs Solana Over the Last 5 Years: Which Outperformed?

Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up
24/7 Wall St.90d agobullish
Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

Shares of Super Micro Computer (NASDAQ:SMCI) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%. The bid is broad rather than headline-driven, with the AI infrastructure trade gathering force into the close of May. Traders are leaning into the picks-and-shovels layer of the AI buildout today, with no fresh company-specific catalyst behind ... Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money
24/7 Wall St.90d agoneutral
Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money

Jim Cramer has been circling POET Technologies (NASDAQ:POET) for months, intrigued by the pitch but refusing to bite. On the April 21, 2026 episode of Mad Money, he walked through the optical interposer story, the Lighteon collaboration, even the Wolfpack Research short report and the CFO rebuttal, and landed where institutional money tends to land ... Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money

The Average American Savings Rate Plunged to 2.6%. Every Time It’s Fallen This Low the Market Crashed.
24/7 Wall St.90d agobearish
The Average American Savings Rate Plunged to 2.6%. Every Time It’s Fallen This Low the Market Crashed.

The S&P 500 and a related fund, the SPDR S&P 500 ETF (NYSEARCA:SPY), have vaulted 28% over the past year, the household ledger sitting beneath that rally on Wall Street tells a far more unsettling story. The U.S. Personal Savings Rate declined to 2.6% in April, the lowest reading since April 2008, according to Creative ... The Average American Savings Rate Plunged to 2.6%. Every Time It’s Fallen This Low the Market Crashed.

While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance
24/7 Wall St.90d agoneutral
While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

You may want to keep hitting the buy button on Qualcomm (NASDAQ:QCOM), and the last six weeks handed you three more reasons to do it again. While the financial press tracks every twitch in the Nvidia (NASDAQ:NVDA) versus AMD (NASDAQ:AMD) slap fight, Qualcomm quietly signed the biggest AI deal in its history. The stock has run 100% from ... While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

Jensen Huang has bold new market cap prediction for Nvidia
TheStreet90d agoneutral
Jensen Huang has bold new market cap prediction for Nvidia

There is a number most people stop being able to picture once it gets past a billion. You can imagine a million dollars. You can almost imagine a billion. A trillion is already abstract. Five trillion, however, is folklore. That is the territory Nvidia (NVDA) is now operating in, and it is the part ...