09 Jul 2026
Elon Musk's SpaceX Poured $7.7 Billion Into AI Last Quarter. Here's the Bet Behind Its Widening Losses.
In the first quarter of 2026, SpaceX ( SPCX +2.60% ) spent $7.7 billion building out AI infrastructure. That was more than three-quarters of the company's entire $10.1 billion capital budget for the period. That is a staggering bet. Will the gamble be worth it? Or is it setting up SpaceX to burn cash faster than the business can replace it?
Daniel Sparks
2026
05 Jul 2026
Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News.
It's never fun to see your investments lose money. And when a stock's price falls more than 10% in a month, it's normal to wonder if you should sell to lock in your gains before it falls any further. That's something investors in Nvidia ( NVDA 1.39% ) need to seriously think about. Shares of the world's leading chipmaker dropped 12.6% between June 2 and July 2, and they're down 17% from May's…
John Bromels
2026
05 Jul 2026
Prediction: $1,000 Invested in SpaceX Today Will Be Worth This Much By 2030
As the late, great Yogi Berra once said, "It's tough to make predictions, especially about the future." His quip is especially applicable to a company like Space Exploration Technologies ( SPCX +2.83% ) , better known as SpaceX. The stock took off like one of its rockets following its initial public offering (IPO) last month. This surge was particularly impressive, given that SpaceX's IPO was the…
Keith Speights
2026
05 Jul 2026
Micron Stock Investors Just Got Good News From Wall Street and Nvidia CEO Jensen Huang
Shares of Micron Technology ( MU 5.68% ) have advanced 240% year to date. That makes it the second-best-performing stock in the S&P 500 ( ^GSPC +0.00% ) , the first being rival memory-chip maker Sandisk , which has added more than 600% in 2026. Micron shareholders recently got some good news. Several Wall Street analysts raised their forward earnings estimates after the company's latest financial…
Trevor Jennewine
2026
05 Jul 2026
"Big Short" Investor Michael Burry Is Now Betting Against Micron, Nvidia, and Tesla. Should You Be Worried?
Michael Burry spent this week putting entry prices on a bet against the artificial intelligence (AI) trade. In a June 30 post on his Substack, the hedge fund manager made famous by "The Big Short" disclosed short positions in Nvidia ( NVDA 1.39% ) , Tesla ( TSLA 7.35% ) , Applied Materials ( AMAT 7.51% ) , Caterpillar ( CAT 2.66% ) , and the iShares Semiconductor ETF ( SOXX 5.57% ) . Two days…
Daniel Sparks
2026
05 Jul 2026
Nvidia Stock Is Now Cheaper Than Coca-Cola. Here's the Math.
Here is a sentence that shouldn't be possible. Nvidia ( NVDA 1.39% ) , the most valuable company in the world, is now cheaper than Coca-Cola ( KO +3.51% ) -- at least by the measure investors lean on most when they're paying for future profits.
Daniel Sparks
2026
04 Jul 2026
The Artificial Intelligence (AI) Memory Supercycle Is Getting Stronger. Here's How You Can Profit From This Boom With Less Than $100
Micron Technology 's ( MU 5.68% ) latest fiscal 2026 third-quarter results have reaffirmed that the memory boom isn't going away. The chipmaker's revenue increased by 4.4x year over year to $41.4 billion, while earnings per share increased by 13x year over year to $25.11. Micron's guidance made it clear that its phenomenal growth is sustainable, and the fact that customers are lining up to sign…
Harsh Chauhan, Harsh Singh Chauhan
2026
04 Jul 2026
Apple Is Reportedly Planning 5 New iPhones -- Including a $2,500 Foldable. Here's What It Means for the Stock.
Apple ( AAPL +4.88% ) is reportedly preparing its most crowded iPhone lineup in years.
Daniel Sparks
2026
03 Jul 2026
Here's What a $25,000 Investment in Nvidia Could Be Worth if History Repeats Itself
The artificial intelligence chip giant Nvidia ( NVDA 1.39% ) has struggled recently and is now down nearly 13% over the past month (as of July 1). After years of an incredible AI rally, doubts are now creeping into investors' minds.
Bram Berkowitz
2026
