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Palantir Technologies (NASDAQ:PLTR) has been one of the most polarizing names in the AI trade, and that tension is showing up clearly in the price action. After a euphoric run, the stock has cooled hard in 2026, and our proprietary model now sees a measured recovery rather than a moonshot. Our 24/7 Wall St. Price ... This Will Be Palantir Technologies Stock Price in 2030

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Nvidia Drops, Marvell Slides 5% as AI Chip Rally Loses Steam

Your goal as an investor is to make money, hopefully by buying quality stocks and holding them for many years. And while you don’t necessarily want to try timing the market, it’s important to know when stocks are overvalued on a whole. Overvalued stocks are a problem because they represent a disconnect from fundamentals like ... Forget the CAPE Ratio. This Other Buffett Indicator Just Crossed a Line

There's a lot to like about Madison Air Solutions, but investors should proceed with caution.

In China, Nvidia is playing a game of he says, Xi says over H200 AI chip sales.

Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike. Most people were paralyzed. Some panicked. And at least one person — or rather, one ... President Trump’s Stock Broker Was the Busiest Person in America in Q1

Micron (NASDAQ:MU) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point. But here is what you should actually be watching. Memory has always been a commodity-cyclical business. The pricing leverage powering Micron’s current run can reverse on a single Samsung or ... Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First

NVIDIA (NASDAQ:NVDA) is back on every screen this week, riding a 19.96% one-month rally as traders front-run the agentic AI narrative and position around President Trump’s trip to Beijing. But here’s what you should actually be watching. The Reddit feed tells the story the headlines won’t. One post celebrated a “1240% gain on NVDA ($240k) ... Forget the Trump Beijing Trade. This Stock Has 27 Consecutive Quarters Above 30% Revenue Growth and Nobody Is Talking About It

Boeing's 777-9 jet is taking flight, which could be a catalyst for the shares.

Digi Power X Inc (NASDAQ:DGXX, FRA:1NQ0, NEO:DGX) said its NeoCloudz GPU-as-a-Service platform is now live and generating first revenues, marking a milestone in the company’s expansion into AI infrastructure and colocation services. The initial revenues, recognized in May, came from...

The VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) pulls its distribution from dividends paid by large U.S. companies that have screened in for both yield and lower realized volatility. CDL is volatility weighted rather than market-cap weighted (the index methodology pushes back against market-cap concentration risk), which means a handful of regulated ... CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%

I’ll cut straight to the call. Super Micro Computer (NASDAQ:SMCI) has been one of the most punished AI infrastructure names of the past year, but our proprietary model sees the recent washout as overdone. Our 24/7 Wall St. price target for SMCI is $39.34, implying 19.11% upside from $33.03. The recommendation is buy, with a ... Price Prediction: Super Micro Stock Will Be Worth This Much in 12 Months

Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet

The AI infrastructure build-out still has a long way to go.

Dow futures fell as oil prices and Treasury yields jumped. AI chip plays Applied Materials, Nvidia and Cerebras retreated. The Trump-Xi summit is over.

Treasury yields are climbing as traders position for the Kevin Warsh appointment to the Federal Reserve, with markets pricing in a more growth-friendly path that could steepen the yield curve and reprice fixed-rate bank assets at higher levels. The 10Y-2Y spread sat at 0.47% on May 14, 2026, with the 2-year yield rising 0.12% over ... Prediction. The Warsh Fed Trade Is Just Getting Started and These 3 Bank Stocks Under $55 Have the Most to Gain

The hot ticker on every retail trader’s screen this week is Cerebras Systems (NASDAQ:CBRS), the AI chip designer whose IPO surged 65% on its IPO day and is now drawing the predictable wave of FOMO from anyone hunting the next Nvidia. But here’s what you should actually be watching. Cerebras went public into the most ... Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead

Demand is exploding for Micron's high-bandwidth memory, thanks to artificial intelligence.

Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s Krishna Rao, Anthropic’s CFO, on the Invest Like the Best podcast laying out the existential math of running a frontier AI lab. Under-buy ... Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

The roaring U.S. stock market, powered by bets on tech and artificial intelligence that has lifted indexes to a series of record highs over the past six weeks, may have finally found a challenge it can’t easily overcome. Benchmark 10-year Treasury note yields jumped more than five basis points in overnight trading, pegging the paper at 4.535%, the highest in nearly a year.

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

Analog Devices makes the chips that ensure electricity reaches global processing units without melting the rack.

Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.

These two big oil giants go head-to-head.

FEATURE Cerebras Systems was falling early Friday after recording huge gains on its first day of trading. Investors might want to think twice before backing the chip company at current levels.  Cerebras shares were down 2.

Argentum AI has signed a deal worth around $2.5 billion with ‌cloud gaming firm Boosteroid and real ‌estate company DL Invest Group for a 300-megawatt data ​center in Europe, the artificial intelligence infrastructure provider told Reuters on Friday. Under the deal, Argentum said it will deploy graphics processing unit ‌infrastructure in a ⁠data center, with the company expected to use tens of thousands of ⁠next-generation GPUs, including Nvidia's Blackwell systems in the future. The deal will be one of ​the largest ​independent AI infrastructure ​projects in the region. ‌It comes as the tech industry rushes to secure compute capacity to meet soaring demand, leading to the emergence of independent infrastructure providers such as Argentum.

By Lewis Krauskopf NEW YORK, May 15 (Reuters) - Two themes critical to the U.S. stock market -- the artificial intelligence boom and inflation-pressured consumer spending -- will come under the

SPAN.IO CEO Arch Rao sits down with Asking for a Trend Anchor Josh Lipton how much it will cost American homeowners to install AI data center into their homes — powered by unused energy from the grid — highlighting the benefits and biggest challenges of scale around this endeavor.

By Laurie Chen and Casey Hall BEIJING/SHANGHAI, May 15 (Reuters) - With red-carpet treatment, selfies and culinary diplomacy, America's richest and most powerful executives - from Tesla's Elon Musk to