Key Points Micron Technology is one of the world’s top suppliers of high-bandwidth memory for data centers, which is a critical part of the artificial intelligence (AI) hardware stack. But memory prices are soaring, which is driving up the cost of serving AI software, causing many companies to restrict their usage. Micron stock is inexpensive … Read more
Berkshire Hathaway Upgraded, Carvana Downgraded: Updated Rankings on Top Blue-Chip Stocks
Russ Cohen
Are your holdings on the move? See my updated ratings for 196 stocks. During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s … Read more
Dan Ives Says Nvidia Demand Is Outpacing Supply "12 to 1." Here's What That Means for the Stock's Next Move.
Russ Cohen
Key Points Revenue is surging as tech companies scramble to buy Nvidia chips. Higher capital expenditure suggests the chipmaker’s results will continue to improve. Dan Ives suggests a 12-to-1 chip shortage before accounting for physical AI. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is only up by 4% year to date, … Read more
Investors Are Looking at AI the Wrong Way
Listen to the audio version of this article (generated by AI). Investors are chasing yesterday’s winners, but a new chapter has begun This morning (Friday), when the alarm buzzed, my first instinct wasn’t to get out of bed. It was to hit snooze. Outside, it was still dark. The bed was warm. There wasn’t a … Read more
Is AMD Stock Heading to $600 per Share?
Key Points AMD (NASDAQ: AMD) has been a great stock pick in 2026. Although it has sold off over the past few days, it’s still up over 160% for the year. However, many investors are wondering if it can claw some of those losses back and get to the $600-per-share level. Let’s take a look … Read more
Big Tech’s Tab Is Running Up – But Who Is Profiting?
Listen to the audio version of this article (generated by AI). For the past few years, Big Tech has been ordering everything on the AI menu: more chips, more data centers, more power, more servers and more advanced models. These firms are pouring hundreds of billions of dollars into the infrastructure needed to power artificial … Read more