Hut 8 has a multigigawatt pipeline of data center projects in the works, and lucrative hyperscaler deals that have fueled a meaningful rally.
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Top Bank Says SpaceX's AI Expansion Could Supercharge Nvidia and Intel

What exactly does it mean when investors want to "financialize" AI computing, a.k.a, turning it into a liquid financial asset or market? The Economist's Wall Street editor Mike Bird speaks with Julie Hyman and helps explain all the moving parts to this potential scenario, including the factors that may dictate pricing for renting compute chips around the world.
Higher GPU Rental Costs Could Support Cloud Revenue
XRP has delivered 900%+ returns before, so many investors are betting it can do it again. Can it?
A sharp sell-off in leading technology stocks reflects short-term impatience rather than any breakdown in the artificial intelligence trade, according to Wedbush. The broker said core names driving what it calls the fourth industrial revolution, including Microsoft Corp (NASDAQ:MSFT),...
Investors are rotating away from AI linked names
It was beginning to look like the idea would never take hold. Then one company pounced on a once-in-a-lifetime opportunity, clearing the way for others to follow in its footsteps.
Nvidia stock continued its weeklong slide on Friday, pulling the Philadelphia semiconductor index lower.
In a note on Friday, Kindig argued that widespread shortages across high-bandwidth memory, conventional DRAM and NAND flash continue to give memory makers significant pricing power.
SanDisk (NASDAQ:SNDK) has gone vertical. Shares have rallied 4,841.8% over the past year on an AI memory supercycle. Our 24/7 Wall St. price target for SanDisk is $1,704.60, implying meaningful downside from current levels even after the company’s transformation into a structurally more profitable business. 24/7 Wall St. Price Target Summary Metric Value Current Price ... Prediction: SanDisk Has Rallied Too Far, Too Fast. The Price Target Warns of 20%+ Downside
Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) both posted Q1 2026 results that frame the same question from opposite sides: who builds the world’s most advanced chips, and where. TSMC remains the engine of AI silicon. Intel is the Western alternative hyperscalers are quietly funding. Geography matters more than the numbers. Foundry Bets Lift Intel. ... Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround
"Higher for longer" interest rates could help this leading brokerage sustain double-digit earnings, dividends, and share price growth.
At 65 with $1.4 million, I want income that does not flinch when the Fed pivots. My sovereign income blueprint targets three companies that own physical networks the economy must pay to use: aerospace and defense, interstate natural gas pipelines, and global infrastructure. Here is whether each dividend is actually safe. The Three-Stock Income Snapshot ... 65 Years Old With $1.4 Million. This Is My Income Blueprint With Uncertain Fed Policies
Our Advanced Micro Devices (NASDAQ:AMD) call sits on a strong analyst tailwind and a stretched multiple. After a 148.68% year-to-date rally, the question is whether the next leg pays you to chase. Our model says yes, modestly. Our 24/7 Wall St. Price Target Says BUY With Room to Run Metric Value Current Price $532.57 24/7 ... Is AMD a Buy? The Forecast and the 80% Bullish Analyst Wall
The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year
Polestar will be blocked from selling EVs in the US. It doesn’t matter. Polestar sales were close to zero so far this year. To sell its 2027 models, Polestar needed permission under the Connected Vehicles Rule. The regulation essentially prohibits the import and sale of cars with connected-vehicle technology owned or controlled by companies in ... Great News For Tesla, Polestar Banned From The US
Washington is pouring real money into quantum, and the Q1 2026 reports from IonQ (NYSE:IONQ) and IBM (NYSE:IBM) show why that matters. IonQ posted $64.67 million in revenue, up 755% year over year. IBM delivered $15.92 billion, up 9.46%. Same tailwind, two completely different financial realities. Hypergrowth on Borrowed Time vs. Cash Machine on Cruise ... Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy
You can take a different approach and still manage to invest in the same companies.
Stock Market Today: The Dow Jones index fell, while Nasdaq futures dived amid a global tech sell-off. Micron, Nvidia and Sandisk tumbled.
Broadcom looks like a great stock to buy after its recent pullback.
Joel Greenblatt's Magic Formula flags Peabody Energy, Molina Healthcare, and H&R Block as cheap businesses worth owning, but cheap and high-quality still fails retirement investors if the income dries up when markets turn ugly.
Even after an incredible 960% rise in the past five years, the leading AI stock is positioned to keep the hot streak alive.
BlackBerry, Nokia, and IBM have all surged back into the investor conversation, but three decades of fallen-titan history reveals a brutal filter that only one type of comeback ever passes.
Most investors understand all the reasons to own them. What's not as clear is the degree to which you should own these super-simple investments.