The AI Trade Has Three New Problems

05:00pm, Monday, 29'th Jun 2026
SpaceX fades just as the data predicted
Stephen Sopko and Bob Lang touch on breaking news surrounding Super Micro (SMCI) and reports that its Taiwan office was raided in connection to an Nvidia (NVDA) chip smuggling operation. The headline

Has Micron Technology Become the New Nvidia?

04:00pm, Monday, 29'th Jun 2026
Micron's gains have been so massive recently that the stock has now outperformed Nvidia over the past five years. In its most recent quarter, Micron's revenue soared to nearly five times what it was a
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 7% to $28.57 in Monday afternoon trading after Taiwan authorities raided the company's offices on the island as part of a widen
Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June.

Is Nvidia Still a Millionaire-Maker Stock?

03:00pm, Monday, 29'th Jun 2026
Nvidia remains the biggest winner in the AI megatrend, but its stock price growth is beginning to slow down. Wall Street is pivoting to other sides of the AI infrastructure opportunity, such as memory
Shares of Palantir Technologies (PLTR) rose on Monday as investors welcomed a new artificial intelligence partnership with Nvidia (NVDA), extending the stock's recovery after it snapped a seven-day lo
I've been bullish on the AI CapEx trade for a while, but this rotation is forcing me to reassess nearly every position I own. The Mag 7 are now a drag on the indices.
Intel (NASDAQ: INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 f
Nvidia shares look like a great bargain right now. AMD may be getting too expensive to invest in.
David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC's Squawk Box this morning with a specific warning.
Big Tech is in a sentiment "penalty box" even as the multi‑year AI build‑out enters a critical acceleration phase, and Wedbush tech analyst Dan Ives argues that creates a prime entry point into th
Palantir Technologies (PLTR) rose about 4% Monday after the software company unveiled a new artificial intelligence initiative with Nvidia (NVDA) aimed at helpi
Palantir Technologies (PLTR) rose 3.85% intraday after the data analytics company announced a strategic initiative with Nvidia (NVDA) to deploy Nemotron open mo
OpenAI's ChatGPT has built an ideal $1,000 stock portfolio for the second half of 2026, focusing on companies positioned to benefit from the ongoing artificial intelligence infrastructure boom.
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