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AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

I’m putting a fresh stake in the ground on Alibaba (NYSE:BABA) after a messy but strategically important quarter. Alibaba is sacrificing near-term profitability to scale its AI and cloud franchise, and the market is still digesting what that trade-off means. My read: the setup is constructive, even if the headline numbers look ugly. Our 24/7 Wall ... Prediction: Alibaba Stock May Be Entering a New Era

These stocks are popular with retail investors, and a reduction in interest rates could be just what's needed to send them rallying again.

Investors watch whether AI chip demand can still outpace forecasts

Figma stock is still down big on the year.

Caterpillar (NYSE:CAT) is undergoing a significant rerate in the industrial sector. The stock is up 151.61% over the past year and 48.24% year to date, fueled by a record backlog and an emerging role as the picks-and-shovels supplier to the AI data center buildout. CEO Joe Creed stated on the Q1 call: “Our largest customers ... Price Prediction and Forecast: Can CAT Shares Hit $1000 By 2027?

A listener named Carrie Anne wrote into the Rich Habits Podcast with a problem most adult children would recognize. She wants to pay her late 60s parents $1,000 a month for watching her kids. The parents refuse the cash and, in her words, would likely spend any of it on toys and clothes for the ... I want to pay my late 60s parents $1,000 monthly for babysitting. They refuse the money: should I invest it for them instead?

The stock market is hitting new highs, but this valuation metric is a stark warning of what might be coming.

Everyone is talking about Boeing (NYSE:BA) after President Trump’s China trip produced headlines about an initial order for 200 aircraft, with the possibility of expanding the deal to 750, the first major Boeing sale to China in nearly a decade. The financials tell a different story. The Boeing story sounds great in a press release. ... Forget Boeing. Every Plane Trump Just Sold to China Needs a GE Engine and GE Is Already Making Money

The German banking icon drops a 137-page reality check to reject a €39 billion ($45 billion) hostile takeover bid.

In 2020, the global economy descended into recession during the Covid-19 pandemic. Central banks around the world enacted an across the board interest rate cut in an effort to stimulate activity to revive the economy. Markets responded. Bond prices rose, reducing yield significantly. 30-year mortgage rates, which started at 3.75%, fell to 3.0% by that ... Bonds Used to Be the Income Answer for Retirees. Then Came the Covered-Call ETF That Pays Over 7%.

You can't spell Baidu without AI, and the market is starting to notice.

The Vanguard Small-Cap Index Fund ETF (NYSEARCA:VB) does not hold penny stocks. VB tracks the CRSP US Small Cap Index, where the median holding is a company worth several billion dollars. With Kevin Warsh reportedly the incoming Federal Reserve Chair, the rate-cut path that small caps have been pricing in for months gets a more ... The New Federal Reserve Chair Can Cause This Small-Cap Stock ETF to Surge

Western Digital sees a bright future for HDD.

Duos Technologies Group (NASDAQ:DUOT) reported lower first-quarter revenue as management said the company continued shifting away from legacy rail operations and toward a data center-focused business model centered on edge AI infrastructure. Chief Executive Officer Doug Recker said the quarter refl

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

Few stocks divide investors like Lucid (NASDAQ:LCID). The luxury EV maker has the technology, partnerships, and Saudi backing. It also has deeply negative gross margins and a Polymarket bankruptcy market trading near a coin flip. When our model points to upside, it deserves careful framing. Our 24/7 Wall St. price target for Lucid is $9.42 ... Lucid Price Prediction: 50% Upside, or Value Trap?

NVIDIA (NASDAQ:NVDA) is the operating system of the AI economy. It just closed fiscal 2026 with $215.94 billion in revenue and $120.07 billion in net income, numbers that would have sounded absurd two years ago. Shares are up 18.83% year to date to $224.41, yet the valuation looks tame relative to cash flow. Can NVDA ... Nvidia Price Prediction: Where Will The Tech Giant Be In 2030?

Citi lowered its price target on Lockheed Martin (NYSE:LMT) to $571 from $675, while maintaining a Neutral rating. The price target cut lands as LMT stock trades at $518.41, well below the firm’s revised mark. For prudent investors, the takeaway on LMT stock is that the defense trade may stay range-bound until the macro backdrop ... Lockheed Martin Price Target Slashed to $571 by Citi: Is the Defense Trade Stuck in Neutral?

Okta (NASDAQ:OKTA) stock earned a stronger endorsement from KeyBanc. Analyst Eric Heath raised the firm’s price target on Okta to $103 from $95 and kept an Overweight rating on the shares, citing a sharper outlook for enterprise security spending in the back half of the year. The price target raise is part of a broader ... Okta Price Target Bumped to $103 at KeyBanc as Security Spending Catches Fire

NVIDIA (NASDAQ:NVDA) just picked up another bullish data point from Wall Street. KeyBanc raised its price target on NVIDIA to $300 from $275, maintaining an Overweight rating on the shares. The firm’s thesis: Blackwell and Rubin are stacking catalysts heading into the May 20 earnings report. For long-term holders, the price target raise reinforces a ... NVIDIA Price Target Lifted to $300 by KeyBanc: Blackwell and Rubin Are Stacking Catalysts

Shares of FuelCell Energy (NASDAQ:FCEL) slid 22% in Monday morning trading, while Plug Power (NASDAQ:PLUG) shares dropped 12%. The selloff hits two of the loudest winners of the AI power trade. The hydrogen rally is taking a breather after weeks of euphoric upside. The pullback comes after a remarkable run. FuelCell Energy stock has surged ... FuelCell Energy Slumps 22%, Plug Power Sinks 12%: Hydrogen Bulls Hit the Brakes

Nvidia (NVDA) is likely to post a fiscal Q1 beat due to positive data points through the quarter, he

These energy stocks are surging amid skyrocketing power demand and ongoing geopolitical conflicts that have disrupted oil and gas markets.

NVIDIA (NASDAQ:NVDA) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be watching. The chip is the glamour layer. The unglamorous layer is the gear that keeps the chip from cooking itself. Modern AI training racks pull tens of ... AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers

Over the past decade, Vanguard Growth ETF (NYSEARCA:VUG) returned 427% while Invesco QQQ Trust (NASDAQ:QQQ) delivered 563%. VUG’s broader CRSP index dilutes winners. QQQ concentrates them, and downturns barely separated the two. Over five years, VUG gained 98% against QQQ’s 113%. At 0.18%, QQQ’s expense ratio and concentration profile explain the performance gap. Why index ... History Says VUG Is Not Worth Your Money. Hold This Instead

Income investors who own WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:DES) are buying into a narrow proposition: that the small-cap corner of the U.S. market has enough cash-generating companies to support a credible income stream. DES paid out $0.90538 per share across 12 monthly distributions in 2025, with the most recent $0.06 payment on April 29, ... Why DES Monthly Dividends Look Safer Than They Actually Are