Michael Burry increases his bet against popular chip giant
Another day to look at Micron (MU). I think I have covered this stock more than any other…
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Jim Cramer has terrifying one-word message for tech stock investors
Last week, Jim Cramer told tech investors something most of them did not want to hear. If they…
Alphabet’s biggest AI fear may be fading
Alphabet (GOOGL) has spent billions of dollars preparing for a future that could disrupt its most profitable business.…
47-year-old insurance stock shocks market with jaw-dropping move
Safety Insurance Group (SAFT) doesn’t usually make headlines. The Boston-based auto and home insurer is mostly seen as…
5-star analyst aggressively resets Intel stock price target after earnings
Wall Street has spent years wondering when Intel would turn the corner. For a long stretch, patience wore…
Morgan Stanley sees shift coming for Big Tech investors
If your portfolio has been riding the same cluster of mega-cap technology stocks since 2023, Morgan Stanley has…
Piper Sandler names 5 software stocks cutting AI token costs
For most of the past two years, investors bought nearly every company tied to semiconductors, from chip designers…
IBM CEO makes bold AI strategy claim
International Business Machines (IBM) CEO Arvind Krishna has spent the past 10 days apologizing. On July 14, he…
AT&T CEO explains why AT&T can withstand satellite competition
There are only a handful of industries in America where the infrastructure advantage is so deeply embedded that…
Anthropic spills the beans on reality of AI, jobs, and the economy
Peter McCrory spent 18 months reviewing Bureau of Labor Statistics data, occupation-level unemployment figures, and Anthropic’s own internal…
Bank of America revamps AMD stock price target for 2026
For years, the AI chip conversation has had one dominant name and a long list of challengers trying…
Korea’s chipmakers prepare big U.S. deals in Silicon Valley
Samsung Electronics and SK Hynix are preparing to unveil major supply agreements with American technology companies during President…
Nvidia stock is doing something it hasn’t done in years
Nvidia (NVDA) has spent the last three years as the loudest success story in the stock market. Its…
Morgan Stanley strongly resets GE Vernova stock target
GE Vernova (GEV) told investors on July 22 that it plans to build more gas turbines than it…
Bank of America spots ServiceNow’s overlooked AI advantage
Bank of America reiterated its Buy rating and $130 price target on ServiceNow (NOW) after the software company…
Wells Fargo doubles down on AMD stock after Anthropic deal
AMD has already had one of the best years of any stock in the market. Up more than…
Peter Schiff sees something big in gold and silver
Every market has a job. The bond market’s job is to price what a dollar will be worth…
Wall Street’s AI trade faces its biggest valuation test
Alphabet just reported the strongest quarter in Google Cloud’s history. Revenue came in at $119.8 billion, up 24%…