Credo Technologies stock price rally isn’t over yet, not by a long shot. The fiscal Q4 2026 release and 2027 guidance suggest this stock can easily reach $300 and continue rallying from there. Not only are its Active Electric Cables in high demand (critical for datacenter connectivity and networking), but the company’s optical portfolio has ...
Are your holdings on the move? See my updated ratings for 104 stocks. Listen to the audio version of this article (generated by AI). 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 ...
reported their fiscal Q1 ’27 financial results on May 21 ’26, with the retail giant reporting revenue better-than-expected by 2%, while EPS exactly met expectations. Operating income missed expectations by 1% which is the majority of the story for retailer. The quarter was 5 out of 10 for Walmart, but in the overall picture wasn’t ...
Chinese tech stocks surge on reports Tencent is close to launching a WeChat AI assistant. The price action raises an interesting question: is the market beginning to shift its focus from AI infrastructure to AI adoption? Tencent AI assistant report coincides with China tech rally Investors may be looking beyond AI infrastructure Breakout attempt underway ...
The AI infrastructure trade is moving from a capex-acceleration to a capex-digestion regime, in contrast to the prior 18 months where uncapped enterprise token consumption underwrote every upward revision. AI adoption in enterprise is usage-based, agentic, recursive, and easy to overconsume. Uber burned its entire 2026 AI coding budget in four months; Microsoft is cancelling ...
Last month, several market indicators were sending cautionary signals. Since then, market conditions have improved considerably. Major indexes have continued to advance, market breadth has improved, and investors have increasingly shifted back toward economically sensitive and growth-oriented sectors. While the market is extended in the short term and could experience periodic pullbacks, the overall evidence ...
If you’re not familiar with the name Leopold Aschenbrenner, you should be. A 24-year-old wunderkind, Aschenbrenner was hired by OpenAI in 2023 to work on the company’s “superalignment” team, essentially trying to figure out how to keep AI systems safe once they become smarter than the humans building them. After being let go in 2024, ...
Listen to the audio version of this article (generated by AI). Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the data that undercuts her jobs argument… As I write on Monday near lunch, U.S. oil prices have surged 7%, ...
There is a new phrase dominating Wall Street right now, and if you have been paying attention to earnings calls, analyst notes, or market-moving headlines recently, you have almost certainly heard it. Agentic AI is being credited with sending certain stocks soaring and reshaping how the smartest money in the market thinks about the technology ...
Listen to the audio version of this article (generated by AI). Imagine you’re at dinner with a group of friends. There’s someone at the table you don’t know very well. A friend of a friend. And in passing, you hear him say something that almost makes you spill your drink… He says he’s been making ...
