Last week, a viewer of the Morning Show emailed me about risk management for retirees. He asked the single most important question retirees face, and rarely get a straight answer to. “From an already retired perspective, and as one whose stock allocation is typically held in various index funds, if you see a market correction ...
Lululemon’s Q1 results reveal a fundamental truth that will impact its share price long into the future. While still a growing company, offering value to investors, the brand just isn’t as cool as it used to be, and that’s a hard-to-overcome headwind. Lululemon is no longer the status symbol it once was, and other brands ...
Key Points Nvidia, AMD, and Broadcom all have nice inference chip opportunities. Cerebras is looking to upend the inference market with its wafer-sized chips. With inference requiring a lot of memory, Micron looks well-positioned to ride this wave. 10 stocks we like better than Advanced Micro Devices › While the first phase of the AI ...
Earnings and AI spending are rising, but the road ahead won’t be smooth. Listen to the audio version of this article (generated by AI). The AI boom is creating enormous wealth. But it’s also creating a familiar concern: Has it gone too far, too fast, setting up a crash? In today’s Friday Digest takeover, legendary ...
On June 2, 2026, Nvidia Co. CEO Jenson Huang appeared on stage at Computex 2026 in Taiwan with Marvell Technology Inc. CEO Matt Murphy and stated that it would be the “next trillion-dollar company.” This sparked a feeding frenzy as investors pounced, sending shares surging 32.52% that day, adding over $70 billion to the company’s ...
Key Points I’ve got bad news and good news for D-Wave Quantum (NYSE: QBTS) investors today. Bad news first: D-Wave stock is plunging 11% through 11:45 a.m. ET Friday. And the good news? Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” ...
Here’s a quick recap of the crypto landscape for Wednesday (June 3) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$65,978.75, trading 1.9 percent lower over the past 24 hours. Chart via TradingView. Bitcoin price performance, ...
After nearly five decades searching for an investing edge, AI may be the most powerful tool I’ve ever seen. Listen to the audio version of this article (generated by AI). If you’re under 50 and you stay healthy, you could live to 150. To you and me, that may sound like science fiction. But to ...
Here’s a quick recap of the crypto landscape for Friday (June 5) as of 12 noon UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$61,971.74, trading 4.9 percent lower over the past 24 hours. Chart via TradingView Bitcoin price performance, ...
’s blowout Q2 earnings and accelerated long-term targets expose a severe valuation mismatch in the artificial intelligence (AI) hardware sector as enterprise adoption broadens beyond hyperscalers. With agentic AI workloads rapidly migrating to the network edge, legacy OEMs are capturing hyper-growth market share previously assumed to belong solely to pure-play pioneers. This structural pivot signals ...
