Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
Neoclouds emerged as stopgaps to address the GPU shortage, but their economics are fragile, McKinsey has warned.
Buying chip stocks is getting pricey. Traders don’t care
The VanEck Semiconductor ETF (SMH) tracking the sector is up more than 30% this month.
Buying chip stocks is getting pricey. Traders don’t care Read More »
The charts are showing there’s more pain ahead for healthcare stocks, says Carter Worth
There is every indication there is more downside ahead, according to Carter Worth.
The charts are showing there’s more pain ahead for healthcare stocks, says Carter Worth Read More »
These stocks have the earnings mojo before they report next week
Several companies with earnings momentum at their back, including Amazon.com and Cigna Group, are slated to report first-quarter earnings next week.
These stocks have the earnings mojo before they report next week Read More »
Friday’s Intel rally is only the beginning, says tech investor Dan Niles
Niles listed Intel as his largest holding at one point this month.
Friday’s Intel rally is only the beginning, says tech investor Dan Niles Read More »
Prediction markets could soon be available in your retirement account
Bitwise, Roundhill and GraniteShares have filed applications with the SEC to offer event contracts as exchange-traded funds.
Prediction markets could soon be available in your retirement account Read More »
These stocks reporting next week can beat expectations and rally, Bespoke says
CNBC Pro screened for stocks releasing quarterly financials next week that beat expectations for earnings per share at least 75% of the time.
These stocks reporting next week can beat expectations and rally, Bespoke says Read More »
Investor Bill Baruch buys Arm, citing pivot to AI chips and recent Meta deal as catalysts
Shares of Arm Holdings jumped last month after the company unveiled its first new in-house chip.
Owning the stage: Look past Live Nation’s legal troubles to see a growing, high-margin venue business
Live Nation’s stock hasn’t caught up to the possibility that the company, once freed from its legal overhang, can capture more fan dollars.
This once defensive stalwart has been a roller coaster in 2026. The charts are now improving
Shares have tumbled over 60% from their November 2024 highs driven by fundamentals but also marked by an unthinkable shock.