Quick Read - OpenAI's $100B ad revenue target for 2030 is 20 times eMarketer's forecast for the whole chatbot market, threatening Oracle's $75B in AI-linked commitments. - ChatGPT's AI traffic share dropped from 87% to 65% as Alphabet's Gemini gains ground, making projections of...</stron
Quick Read - Bank of America's Vivek Arya raised his Micron stock price target to $1,550, with SanDisk and Western Digital surging alongside on the same AI memory thesis. - The DRAM ETF is rebounding with the group, while Intel's Thursday earnings could confirm or crack the...</p
One of the biggest debates in the investment world so far in 2026: "Is the artificial intelligence (AI) trade overpriced?" Major tech companies have been spending hundreds of billions of dollars on AI data centers and other capex, but some investors are worried that the spending...</stron
Shares of Apple (NASDAQ: AAPL) have been rallying in recent weeks as the company's slow-and-steady approach to artificial intelligence may be winning over investors after all. While there have been concerns that it's been moving too slowly, the stock's recent gains suggest
Americans who currently contribute to a workplace retirement plan such as a 401(k) believe they will need $1.2 million in savings to retire comfortably, according to Schroders' 2026 US Retirement Survey. About half of them shouldn't count on being able to do so They
Inflation is set to climb higher rather than moderate, driven by new tariffs on Canada and persistent energy costs that will force the Federal Reserve to maintain a hawkish stance, according to Ben Emons, founder and CIO at FedWatch Advisors. To ensure this doesnât happen
NZS Growth Equity Strategy reports 24.96% gross return in Q2 2026, citing Lam Research as a top performer amid AI-driven semiconductor demand. Lam Research Corporation (NASDAQ:LRCX) closed at $306.76 on July 20, 2026, reflecting a 214.01% gain over the past 52 weeks. The c
It's been a tumultuous year for Meta Platforms (NASDAQ: META) investors. Despite the company's strong underlying ad revenue and user engagement metrics, the stock has been under meaningful pressure While the stock at one point cratered by as much as 20%, shares are
Quick Read - AMD holds just 5% of hyperscaler AI spend today, with multi-gigawatt commitments from Microsoft and Meta driving a projected 20% share by 2028. - AMD's 95% net income surge and four consecutive record server CPU quarters signal it's taking share directly from Intel,...</stron
Fred Alger Management, an investment management company, released its "Alger Small Cap Focus Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining
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