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AI boom

AI’s Hidden Bottleneck: Why Memory Chips Are the Next Big Trade

The artificial intelligence revolution is facing a critical challenge not just GPU shortages, but a growing memory supply crunch. As data centers race to...

AI Trade Shakeup: Where Are Investors Finding the Next Big Opportunities?

The AI trade faced a major test last week as tech stocks experienced renewed volatility. Oracle shares plunged 19%, marking their worst weekly decline...

The Next AI Giants: Why Investors Are Watching OpenAI and Anthropic

The 2026 IPO market is entering a new phase as investors await some of the biggest technology listings in history. While SpaceX’s blockbuster public...

Micron’s AI Boom: Why Memory Chips Could Lead the Next Market Rally

AI continues to drive markets as semiconductor stocks remain at the center of investor attention. In this interview, Hardika Singh, Economic Strategist at Fundstrat,...

AI Rally Returns: Micron Earnings, Fed Policy & Market Outlook Explained

U.S. markets are pushing higher as investors weigh a powerful mix of AI momentum, cooling geopolitical tensions, and shifting Federal Reserve expectations. The Dow,...

Why Gen Z & Millennials Are Still Betting Big on AI Stocks

Micron’s blockbuster earnings report has reignited momentum in the artificial intelligence trade, helping push back against recent concerns over stretched AI valuations. While some...

Micron, AI Stocks & The Fed: What’s Driving Markets in 2026?

Markets are navigating a critical moment as investors digest fresh inflation data, a changing Federal Reserve outlook, and continued momentum in the artificial intelligence...

Why the Tech Sell-Off Isn’t Ending the Bull Market

Markets are navigating a period of volatility as investors weigh the latest technology sell-off, AI momentum, and shifting expectations around interest rates. In this...

Fed Day, SpaceX IPO & AI: What’s Driving Markets Next?

Wall Street is watching a busy week of market-moving events as stocks trade near record highs, oil prices decline, and investors await the Federal...

Why Investors Are Watching SpaceX, AI & The Fed Closely

Ted Thatcher, founder and president of Bright Lake Wealth Management, joins J.D. Durkin to break down the market reaction following the announced Iran deal, the...

These sectors look CHEAP during the AI Boom! | Sonali Basak

Sonali Basak is the chief investment strategist at iCapital. She joined Phil Rosen on Full Signal to discuss the leading indicators in private markets...

Markets Hit Record Highs as AI, Healthcare & Falling Oil Prices Fuel the Rally

Senior market strategist Michael Reinking joins in to break down another record-setting day on Wall Street as stocks continue climbing higher amid easing inflation...