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What's the play on Nvidia?

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

Hyperscalers are spending massively on infrastructure to power the artificial intelligence revolution.

Corning Incorporated (NYSE:GLW) is one of the Best Stocks To Buy. On June 24, Corning Incorporated (NYSE:GLW)’s board announced a quarterly dividend of $0.28 per share, with payment scheduled for September 29, 2026, to shareholders of record on August 31, 2026. Earlier, on June 8, Reuters reported that Amazon signed a multi-billion-dollar agreement with Corning […]

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 9, in a new episode of “The Rundown,” Lumentum Holdings Inc. (NASDAQ:LITE) CEO Michael Hurlston said the company has benefited from the rapid shift from copper to fiber optics inside AI data centers. He […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks To Buy. On July 1, Schwab Network’s Fast Market featured Kevin Hincks and Tom White discussing Advanced Micro Devices, Inc. (NASDAQ:AMD) after Wells Fargo raised its price target to $615 from $505. The firm noted sustained demand for EPYC server processors, pricing power, and a stronger […]

$29 billion. That is what guests booked through Airbnb (NASDAQ:ABNB) in a single quarter. Indeed, any time investors see gross bookings surge 19% year over year in a given quarter, that’s a big move. At that pace, the company’s trailing platform volume now approaches the $90 billion mark annualized. This figure has become shorthand for ... Airbnb’s $90 Billion Growth Story Is Far From Peaking

China Could Revive Nvidia's AI Business With Limited H200 Chip Approval

Palantir Technologies stock slides Wednesday after a Financial Times report raised concerns about the company’s political standing, while shares also ran into technical resistance following a sharp rebound.

Broadcom (NASDAQ:AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ:AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for ... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

The unprofitable company made a not-entirely surprising announcement Tuesday evening.

Xbox was the company's worst-performing unit in the third quarter of fiscal 2026.

Tesla (NASDAQ:TSLA) is the most polarizing stock in the S&P 500. Automotive gross margin snapped back to 21.1% in Q1 2026 from 16.2% a year earlier, FSD active subscriptions hit 1.28 million (+51% YoY), and shares still sit down 6.66% year to date at $419.77. The question is whether Tesla can trade at $700 by ... Price Prediction: Tesla Will Trade at This Price in 3 Years

Palantir is selling off again, but does it deserve to?

China reportedly allows limited H200 purchases

Tesla has had some good news recently, but the stock is not out of the woods yet.

The lord of liquidity could be the right stuff for market-weary investors this month.

Nvidia stock and shares of other semiconductor companies wavered on Wednesday as the U.S.-Iran conflict dominated the headlines.

The new space race is on between Jeff Bezos and Elon Musk.

AI fears are extremely overblown.

Palantir Technologies (NASDAQ:PLTR) now carries a market capitalization of a little more than $300 billion as of July 3, 2026, which has taken many investors on a nice ride, given the company’s the software-with-a-defense-flavor story. Palantir is now arguing for a seat inside the mega-cap conversation, alongside the AI infrastructure names its own CEO likes ... Palantir Just Hit $300 Billion. The Numbers Say That’s Only the Start.

SpaceX’s executive compensation filing reads unlike anything in the history of SEC paperwork. The word “Mars” appears 63 times, including inside the formal executive compensation section, and the document contains a quote from Isaac Asimov. Reporters who reviewed it noted no real precedent in the history of executive compensation. The legal condition for CEO Elon ... Elon Musk Could Get a $165 Billion Payday, But There’s Just One Problem: Traders Say It’s Never Going to Happen

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains well positioned to maintain its dominant share of artificial intelligence infrastructure spending, according to Bank of America, which reiterated its ‘Buy’ rating on the chipmaker and said current valuation levels already reflect an overly cautious...

The pharmaceutical industry is entering a new era where biology and artificial intelligence are converging. Drug discovery, once a slow process measured in years and billions of dollars, is increasingly becoming a data-driven competition. Companies that combine proprietary medical data with AI tools may gain an advantage similar to what technology companies achieved during the ... Wall Street Is Betting on Eli Lilly’s GLP-1 Portfolio — It’s Missing the $1 Trillion Opportunity

SoFi Technologies (NASDAQ:SOFI) has achieved sustained GAAP profitability, and CEO Anthony Noto is pushing for aggressive growth. He told investors on the Q1 call, “Over the past 8 years, we’ve grown members by more than 20x from 650,000 to 14.7 million members.” Yet shares are down 28.92% year to date, trading at $18.61. Can this ... Can SoFi Turn Today’s Investors Into Millionaires?

Nvidia's forward P/E ratio is at it's lowest since 2019.

Investors may have sold Sandisk stock for the wrong reason yesterday. That doesn't mean they were wrong to sell.

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best beaten-down technology stocks to buy now. On June 29, Palantir Technologies Inc. (NASDAQ:PLTR) entered into a strategic partnership with Nvidia to deliver an intelligence engine to run the latter’s open models in sovereign environments. Under the terms of the agreement, Nvidia’s AI platform will be combined […]

Nvidia (NASDAQ: NVDA) shares edged higher by 1% following a scoop from The Information detailing a major policy shift in Beijing. Reports state that Chinese regulators are finally preparing to lift their local blockade, allowing the country’s premier artificial intelligence firms to buy Nvidia’s powerhouse H200 chips. In a major strategic pivot, Chinese officials have reportedly informed tech titans—including Alibaba, ByteDance, and DeepSeek—that they may soon receive conditional approval to pur

On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits for the entire index. Nvidia, Micron, Broadcom combined, they’re just a little under half of all the profit contributions to the NASDAQ index ... Broadcom Stock: The 1 Number That Could Tell You a Market Turn Is Coming