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mega cap tech

Why AI Infrastructure Could Be the Next Big Trade

Wall Street is digesting a busy week of inflation, retail sales, and economic data as investors reassess the Federal Reserve’s next move. While inflation...

S&P 500 Could Hit 8,000 Despite AI Volatility

The S&P 500 is still on track for a potential 8,000 target, but the path higher is unlikely to be a straight line. Dale Smothers, CEO...

What July CPI Means for the Fed & Markets

Wall Street is navigating a fresh round of uncertainty after the S&P 500 reached record highs, while a weaker July jobs report has shifted...

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,...

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...

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...

Market Pullback Explained: AI, Fed Policy & Inflation Risks

Wall Street opened under pressure as technology stocks led a broad market pullback, with investors weighing a sharp AI-driven sell-off against shifting geopolitical developments...