Microsoft MSFT stock prediction: $640 bull vs $380 bear
Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market’s opinion of that number reversed twice inside six months. On 29 January…
TrendForce Forecast NAND Prices Up 70–75% in Q2, With…
NAND Flash contract prices were forecast to rise 70% to 75% quarter over quarter in Q2 2026 as AI-server demand redirected supply toward enterprise storage, according to TrendForce’s second-quarter memory…
Vanguard taps T. Rowe Price to run portions of key active equity funds
Vanguard brought T. Rowe Price Associates on board to manage portions of Vanguard Explorer, Vanguard Growth and Income, and the Vanguard Variable Insurance Fund Small Company Growth Portfolio. It is…
Nvidia just took a very serious step on SpaceX stock
There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It’s a clean story. The SEC filing…
Charles Schwab takes huge gamble on single stock futures
Trading stocks through Schwab no longer necessarily requires buying a company’s shares outright, opening a new way with significantly less cash up front. The product is called a single stock…
Warren Buffett’s Berkshire doubles down on undervalued retail stock
Warren Buffett‘sBerkshire Hathaway made a move that caught even longtime investors off guard. The conglomerate first built a new position in Macy’s in Q1 of 2026, marking its first public…
Top analyst sees nearly 50% upside in beaten-down space stock
Space equities can have dramatic rises, but investors eventually need more than a compelling mission and a solid story. Intuitive Machines (LUNR) may be starting to deliver. Stifel upgraded the…
Fermi Could Be the Next SanDisk: The $17.50 Case for FRMI
The received wisdom about SanDisk is that it got lucky on a commodity. NAND flash went short, spot prices ripped, and a spun-out memory business rode the cycle from a…
Nebius Could Be the Next Micron: The $356 Case for NBIS
Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of $115.79 to $971.66, so the instinct…
Nokia NOK stock prediction: $21 bull vs $8.50 bear
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite happened: AI & Cloud order intake…