Nvidia needs AI infrastructure spending to continue to increase for the stock to have more upside from here. Nvidia is much more than a GPU company today, which sets it up to see strong growth. First ...

Micron stock has quadrupled in the past year as demand for AI infrastructure has led to an unprecedented supply shortage of memory chips. Memory chips are a cyclical commodities, meaning manufacturers ...

Broadcom (AVGO) posted Q1 FY2026 revenue of $19.31B, up 29.5% year-over-year, with AI semiconductor revenue hitting $8.4B (up 106% YoY) and free cash flow reaching $8.01B, all while maintaining a ...

Palantir (PLTR) posted Q4 2025 revenue of $1.41B (up 70% YoY), full-year 2025 revenue of $4.475B (up 56% YoY), and U.S. commercial revenue accelerated to 137% YoY growth in Q4, reaching $507M, with ...

Retail investors have loaded up on stocks, which is typical before a bull market peaks When retail buyers are extremely bullish, experienced investors take notice. The stock-market-timing indicator ...

The stock-market-timing indicator with the best long-term predictive record has just risen to its highest — and most bearish — level ever. I’m referring to the average U.S. household’s allocation to U ...