The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%
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Historical dividing lines are being crossed, but crossing them here and now makes perfect sense.
Tesla just made its decade-old robotaxi promise real on the streets of Dallas and Houston, while Nvidia quietly posted numbers that rewrote what an AI business looks like. The question is which story you are actually paying for at today's prices.
The artificial intelligence trade is not falling apart. Demand is growing. After a spectacular first-half advance in chip and memory stocks, investors are starting to distinguish companies that gain from AI investing from those that can develop without bearing the brunt of the spending. That's why ...
Berkshire Hathaway's new CEO has quadrupled its stake in one artificial intelligence stock.
Bubbles follow a general pattern, and when debt-fueled speculation is involved it can get very ugly.
Oil swung more than $40 a barrel in a single quarter, and two energy giants absorbed that whiplash in very different ways. Which approach holds up better when crude keeps sliding matters a great deal for retirees counting on steady income.
Bitcoin has a long history of bouncing back from extreme market declines.
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best stocks to invest in under $100. On June 22, Super Micro Computer introduced its Data Center Building Block Solutions/DCBBS Blueprint for HPC, featuring the NVIDIA Vera Rubin NVL4 platform. This end-to-end blueprint is designed to accelerate the deployment of converged high-performance computing and AI infrastructure, […]
The gap between the bullish and bearish forecasts for this stock is unusually wide.
Taiwan Semiconductor Manufacturing will set the tone for AI demand during earnings season.
Nuclear power provides reliable baseload power, which is increasingly important as demand for electricity skyrockets.
Synopsys powers every AI chip on the planet yet trades nearly 20% below where it stood a year ago, which raises a question Wall Street has not fully answered: how far can this stock run before 2030?
Amazon's fastest-growing divisions now carry margins that retailers can only dream about, and the market is starting to reprice the entire empire around them. Whether that repricing has further to run depends on one number that Wall Street is watching very closely.
While investors fixate on Tesla's vehicle deliveries and margins, a quieter transformation is underway that positions the company to compete directly with the hyperscalers reshaping the global economy.
Carvana is finally selling new vehicles, and early results emphasize how lucrative that could become.
Rivian just announced a capital raise that would result in shareholder dilution. The important question for investors: Is this justified?
NuScale Power is developing a technology that AI data centers need. Does that make the stock's recent fall an opportunity to buy?
These three stocks have outperformed Nvidia by a wide margin over the past year.
Broadcom and Marvell both rode AI tailwinds to blockbuster quarters, but their cash flows, growth strategies, and risk profiles point in completely different directions. Before you put $10,000 into either ticker, understand which one is actually built to deliver on the hype.
Datadog's recent rally defies its fundamentals, and gravity may soon take its course.
Duolingo was beaten down based on a set of concerns that might have been overblown.
A satellite-driven downgrade has pushed the telecom stock near its lows. Income investors may see an opening.
Amex is increasingly looking like a subscription business, and that's in its favor.
While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that Wall Street models still can't keep pace with.
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. NVIDIA Corp. (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. AI giant NVIDIA Corp. (NASDAQ:NVDA) is currently in the news these days due to reports of a delay to its next generation AI chips. The […]
Investors in this SaaS specialist will get a big update on July 22.
This Dividend King has an above-average yield and a growth-oriented merger in the works.
Silicon content per handset is quietly repricing as on-device AI and RF complexity collide with the next refresh cycle, and five chip names are already splitting into winners and losers before most investors notice the gap.