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
"Magnificent Seven" Companies Microsoft, Amazon, Alphabet, and Meta Just Reported Earnings. Here Are the Winners and Losers
Four 'Magnificent Seven' companies—Microsoft, Amazon, Alphabet (Google), and Meta Platforms—reported earnings after the market closed on April 29, sparking investor analysis of winners and losers. Microsoft reported adjusted EPS of $4.27, beating estimates by $0.21, with revenue of $82.89 billion also surpassing projections. Amazon reported EPS of $2.78, exceeding estimates by $1.10, alongside…
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
The Stock Market's Most Important Day of the Quarter Has Arrived
The five largest AI hyperscalers -- Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT), and Oracle -- reported about $414 billion in capital expenditures last year, up 70% from the prior year. Those companies expect capital expenditures to climb nearly 70% to $700 billion this year. Investors will get insight into customer adoption of AI software and services today as four…
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.
25 Apr 2026
Nvidia at $5 Trillion: Buy, Sell, or Hold?
Semiconductor stocks have skyrocketed in April as tensions in Iran have cooled, AI spending continues to surge, sector earnings reports have impressed, and chip shortages are proliferating across the industry. That boom has driven the iShares Semiconductor ETF (SOXX) up 40.4% for the month through April 24, and Nvidia (NVDA), the sector leader and most valuable company in the world, has ridden…
24 Apr 2026
Intel's Earnings Report Shows How the CPU Has Found Its Way to the AI Boom.
Shares of Intel (INTC +2.10%) surged in extended trading Thursday after the semiconductor company reported first-quarter results that were far better than Wall Street expected. For a company that has spent...
