20 May 2026
Up 153% YTD, Here's Why Micron Stock Is Already My 2026 Winner
The memory industry has mostly remained cyclical. However, now artificial intelligence (AI) is consuming memory at a pace that might be difficult to sustain for years. Advanced AI systems require significantly larger memory to function, and memory-chip companies like Micron (MU) are capitalizing on this. Micron Technology designs and manufactures the chips that store, move, and process data…
20 May 2026
Nvidia earnings live updates: Data center sales, margins and AI outlook in focus
Nvidia reports fiscal first-quarter results after the bell. Here's what analysts are expecting, according to LSEG. Earnings per share: $1.76 Revenue: $78.85 billion
20 May 2026
Nvidia Outlook Set to Test Samsung, SK Hynix Chip Rally
The key question is whether Nvidia’s first-quarter earnings and second-quarter guidance will be strong enough to justify the recent rally in semiconductor stocks. Expectations for HBM4 shipments from Samsung Electronics and SK Hynix could grow depending on Nvidia’s HBM demand and the revenue outlook for the Blackwell and Vera Rubin platforms. Risks including China export restrictions,…
19 May 2026
‘Big Short’ investor Michael Burry warns of similarities between AI boom and dot-com bubble
Famed investor Michael Burry is warning that the current rush to pour billions of dollars into artificial intelligence bears eerie similarities to the dot-com bubble of the early 2000s.
19 May 2026
Will Nvidia Form the $6 Trillion Club on May 20?
Nvidia ( NVDA +0.72% ) is skyrocketing ahead of its highly anticipated first-quarter fiscal 2027 earnings call on May 20. At recent prices, the stock is up about 20% since the semiconductor giant reported its fourth-quarter and full-year fiscal 2026 results. That's even after a 5.7% sell-off from Nvidia's all-time high closing price on May 14 to market close on May 18. With a market cap of $5.4…
19 May 2026
Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ), which tracks the PHLX Semiconductor Sector Index and gives you concentrated exposure to the picks-and-shovels layer of artificial intelligence.
19 May 2026
NextEra Will Buy Dominion Energy in Largest-Ever Electric Utility Deal
Florida-headquartered NextEra Energy, one of the largest U.S. power utilities, is set to buy Virginia-based Dominion Energy in an all-stock deal valued at about $67 billion.
18 May 2026
Nvidia, CoreWeave And Palantir Are Driving AI Forward. Which Is The Top Stock Pick?
Nvidia, CoreWeave And Palantir At A Glance The Side-By-Side Comparison Of NVDA, CRWV And PLTR Stock Growth Outlook Comparison Analyst Opinions Risks To Consider Is Nvidia, CoreWeave Or Palantir The Better AI Stock Buy? Frequently Asked Questions (FAQs) Woman investor uses laptop and smartphone to analyzes charts. Nvidia, Palantir and CoreWeave are all AI stocks but offer potential investors very…
18 May 2026
President Trump on being America's CEO-in-chief, making 'deals that no normal person would make'
In a wide-ranging conversation that spanned an hour—and covered topics from tariffs to AI data centers to the war in Iran—the president outlined the broader, top-down dealmaking mentality he’s using to try to reinvigorate the American economy.
