03 May 2026
Markets Brief: We’re Already Living in an AI-Driven Economy
Earnings will continue to take center stage this week, but many of the market’s big dogs reported last week. As first-quarter earnings roll in, a clear trend is that the artificial intelligence infrastructure buildout continues full steam ahead, and the impact is being felt across the economy.
02 May 2026
Missed Advanced Micro Devices' Big Move? Here's Why It's Still a Buy
Advanced Micro Devices' (AMD) stock has rocketed up by about 75% in the last month. It's natural to think you've missed the opportunity, but based on the company's long-term financial outlook, it's not expensive.
01 May 2026
Prediction: Intel's 122% Rally Is Just Getting Started. Here's Why.
Intel's stock has climbed an impressive 122% so far in 2026, driven by its focus on advanced process technology, domestic manufacturing scale, and specialized silicon. The company's first-quarter results highlighted robust growth in its Data Center and AI (DCAI) group, which grew 22% year over year, generating $5.1 billion in revenue. Intel's ASIC division doubled year over year, and its Foundry…
30 Apr 2026
Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
Big tech earnings are in after Meta Platforms (META), Alphabet, Amazon, and Microsoft all delivered their quarterly reports Wednesday afternoon, with a clear theme: AI spending continues to rise and cloud computing revenues are soaring. Google Cloud reported 63% growth, Microsoft Azure was up 39%, and Amazon Web Services delivered 28% growth. Meta CEO Mark Zuckerberg highlighted that increased…
29 Apr 2026
Tech giants double down on AI as earnings reveal growth gains and rising costs
Big Tech's multi-billion dollar AI bets are still on track as the Mag 7 giants report earnings. Four of the Magnificent Seven (Microsoft, Alphabet, Meta, Amazon) reported quarterly results showing they remain committed to spending billions on AI infrastructure.
28 Apr 2026
Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring
The last time tech's hyperscalers addressed Wall Street, three months ago, they announced plans to collectively spend well over half a trillion dollars this year to build out their artificial intelligence infrastructure. That was before the U.S. invasion of Iran caused oil prices to spike and led to a dramatic slowdown in helium production, crucial for semiconductor manufacturing. Meanwhile, the…
27 Apr 2026
Micron and Sandisk continue rally as demand for memory expected to persist
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Japan, on Thursday, Dec. 18, 2025. Shares of memory companies Micron and Sandisk jumped on Monday, continuing their extended runs, after Melius Research said demand could remain high through the end of the decade. Memory companies are experiencing major gains from a global shortage for microchips to power artificial…
27 Apr 2026
Ethereum: 54% DeFi Market Share, $166B in Stablecoins, and 51% Below ATH - News and Statistics
Ethereum commands over 54% of the DeFi market with $46B locked, holds 52% of stablecoins ($166B), and offers 2.9% annual staking yield. Its price is 51% below the August 2025 all-time high, presenting a favorable long-term entry point.
25 Apr 2026
The "Great Rotation" Out of Tech Is Fading. Here Are the Best Artificial Intelligence (AI) Growth Stocks Poised to Benefit.
The so-called 'Great Rotation' out of tech and artificial intelligence (AI) stocks appears to have been short-lived. While tech and growth stocks have historically driven market growth, AI remains the primary growth driver today.
