Key PointsThe adoption of AI has kicked demand for memory and storage chips into high gear in recent years. Micron Technology is a leading provider of these specialty semiconductor
Key PointsNvidia will report first-quarter earnings with analysts expecting 79% revenue growth.Management says demand continues to outpace supply.The stock looks well-priced on a f
TradingKey - On May 20, ET, NVIDIA ( NVDA )'s first-quarter fiscal 2026 earnings report, to be released after the market close, has become the market focus. The options market has already reacted; bas
Key PointsManagement's own guidance calls for fiscal first-quarter revenue of $78 billion, plus or minus 2%.The forecast for the second fiscal quarter may be more important than th
Key PointsEven though Berkshire Hathaway no longer owns Amazon, it is still well-positioned to cash in on AI.Two of Berkshire Hathaway's largest holdings are outstanding long-term
Key PointsThe S&P 500 has finished higher for seven consecutive weeks. This is only the 40th time it's happened since 1928.Historically, one-, three-, six-, and 12-month annualized
Key PointsNvidia’s stock has soared over the past year.It still looks cheap relative to its long-term growth potential.10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA)
TradingKey - Driven by both the explosive growth in AI computing demand and persistent supply-side constraints, the memory industry is entering an unprecedented super-cycle, and the profitability of r
Key PointsOil prices and inflation have moved significantly higher, creating an increased risk of economic slowdown later this year.Many portfolios still tilt heavily toward tech a
Top Chinese and U.S. Tycoons Aggressively Purchasing CircleTradingKey - According to SEC 13F filings for the first quarter of 2026, ARK Invest, led by "Tech Queen" Cathie Wood, increased its holdings
TradingKey - According to people familiar with the matter, Goldman Sachs ( GS) is expected to serve as the lead underwriter for the SpaceX IPO, ranking first on the list of underwriters. Morgan Stanle
Key PointsInitiated new BTGO stake with 12,538,608 shares; estimated trade value of $138.91 million based on quarterly average pricingQuarter-end value of the BTGO position was $10
Key PointsCerebras Systems went public on May 14, raising more than $6 billion in the biggest tech IPO of the year.The chipmaker's customer roster now includes OpenAI, which signed
Key PointsReduced PriceSmart stake by 473,785 shares; estimated trade size $69.20 million based on quarterly average priceQuarter-end position value fell by $25.70 million, reflect
Key PointsChevron operates in all three phases of the oil and gas pipeline.Enbridge's competitive advantage is the large barrier to entry for pipeline companies.ConocoPhillips is w
Key PointsSearchlight Capital Partners, L.P sold 2,273,504 Uniti Group shares; estimated trade size $17.82 million based on Q1 2026 average priceQuarter-end position value fell by
TradingKey - South Korea's National Labor Relations Commission stated that Samsung Electronics and its South Korean labor union held nearly 15 hours of negotiations but failed to reach an agreement. B
Key PointsMongoDB is no longer priced like a flawless hypergrowth stock, which makes the valuation far more reasonable for investors willing to hold through slower near-term growth
Key PointsShares in Sandisk have exploded upward because of rising AI-driven demand for memory and storage.Investors should remember that memory is a cyclical industry. 10 stocks w
Key PointsSold 536,000 shares of H World Group; estimated trade size $27.33 million (estimate based on quarterly average price)Quarter-end position value decreased by $25.22 millio
TradingKey - The Nikkei 225 Index opened 0.2% lower in early trading before its decline rapidly widened to 2%, marking its fifth consecutive trading day of weakness and falling below the 60,000-point
Key PointsCEO Lip-Bu Tan is optimistic about Intel's chipmaking prospects.Intel plans to compete aggressively with industry leader TSMC.10 stocks we like better than Intel › Shares
Key PointsAdded 126,500 shares of H World Group Limited (NASDAQ: HTHT); estimated trade size $6.45 million (based on quarterly average pricing)Quarter-end stake value rose by $8.16
Key PointsBoth pay dividends that easily surpass the 1.1% average of all S&P 500 component stocks.One even dispenses its payout every month, instead of quarterly.10 stocks we like
Key PointsOne of these stocks is a recent IPO for a company that most people are familiar with. The other is a leading travel company dealing with fallout from geopolitical conflic
Key PointsIt notched a convincing beat on earnings, and also topped the consensus forecast for revenue.A shift away from underperforming businesses helped improve the bottom line.1
Key PointsEthereum, Solana, and XRP all have large decentralized finance ecosystems.A bill moving through Congress would create rules governing those ecosystems and their component
Track the Market TrendTradingKey - The S&P 500 (GSPC) fell 0.67% to 7,353.61, the Nasdaq Composite (IXIC) slid 0.84% to 25,870.71, and the Dow Jones Industrial Average (DJI) lost 0.65% to 49,363.88 as
@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m
Key PointsBroadcom has a path to $100 billion in artificial intelligence (AI) revenue in 2027, thanks to some blockbuster partnerships for its XPU AI chips.The company is well posi