To The Moon

The drone era created an obvious trade: Buy the companies building the machines. That trade is crowded now. The next one, still in its early innings, is to invest in the companies tasked with...

$Unity Software Inc.(U)$ shares rose about 7% in premarket trading on Wednesday after the company said it had extended a multi-year agreement with Meta (META) to support development on its virtual...

A Needham analyst thinks AI agents will help Amazon's business, not hurt it. Needham analyst Laura Martin believes AI agents will drive Amazon's revenue higher.Some Amazon.com bears think that artificial-intelligence agents will cause the e-commerce company to lose business, but a Needham analyst is taking the opposite view.But Amazon isn't sitting still when it comes to agentic AI. The company owns the "largest product catalog, fulfillment network, pricing data, reviews, consumer purchase information and merchant relationships," Martin said. She thinks Amazon can leverage AI to boost revenue, improve profitability and defend its terrain.One big thing working in Amazon's favor is the company's cloud-computing business, according to Martin. She said that AI companies with large language models will pay a premium to Amazon Web Services to access its one-of-a-kind consumer data.She also said that Amazon's ability to access purchase history and other customer information will give it an a

It's shaping up to be a busy week ahead. Earnings season is in full throttle, with results expected from the likes of UnitedHealth, Chevron and Boeing. A trio of tech giants-Apple, Meta Platforms and Microsoft-will also report earnings. In Washington, the Federal Reserve will hold its first interest-rate meeting of 2026. Investors are not expecting another rate cut, which would maintain the benchmark federal-funds rate between 3.5% and 3.75%. Here's what to watch:. -- Earnings: UnitedHealth, Boeing, General Motors, American Airlines, United Parcel Service, Northrop Grumman, RTX, Union Pacific, Texas Instruments. -- Census data: The Census Bureau is expected to release its first set of 2025 figures, which will include national and state population estimates.-- Fed meeting: The Federal Reserve is projected to hold rates steady at its meeting, which ends at 2 p.m. ET. Chair Jerome Powell will hold a press conference at 2:30 p.m. It will be Powell's first since he released a video statemen

Planet Labs just racked up a new deal, and Wedbush’s Dan Ives thinks its stock is poised to benefit from the ‘intersection of space and AI’.

As the Google parent company edges closer to a $4 trillion market capitalization, a new bull cheers AI advantages that can keep the rally going. CEO Sundar Pichai has grown Alphabet's stature in AI.Alphabet's artificial-intelligence capabilities have made the company a formidable name in the technology landscape, powering the stock to a 65% gain in 2025. And that could be just the beginning, as Wall Street firm Cantor Fitzgerald now sees more room to run for the Google parent company.In a Wednesday note, analyst Deepak Mathivanan upgraded Alphabet's stock to overweight from neutral with a price target of $370, calling the company the "king of all AI trades.". Sentiment around Alphabet is already elevated, as evidenced by last year's "Magnificent Seven"-leading performance. On Wednesday, Alphabet's stock rose over 2%, leading the company to overtake Apple as the world's second-largest company by market capitalization. Now it's set for its first record finish since late November, and

Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. $Alphabet(GOOGL)$ / $Alphabet(GOOG)$ shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru

$iShares Silver Trust(SLV)$ $SPDR Gold Shares(GLD)$ After the “Black Friday” market turbulence that sent shockwaves through equities last week, gold has once again stolen the spotlight — surging toward new all-time highs as safe-haven demand reignites. With rising fears of a U.S. economic slowdown, swelling geopolitical tensions, and a weakening dollar, investors have begun to pour capital back into precious metals. For months, gold has remained remarkably resilient in the face of tightening financial conditions. Now, with expectations of Federal Reserve rate cuts gaining traction and inflation proving stickier than policymakers hoped, the yellow metal is drawing renewed enthusiasm. Analysts across Wall Str

On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among...

$Lithium Americas Corp.(LAC)$ rose 33% in overnight trading after the U.S. Department of Energy will take a 5% stake in Lithium Americas and a separate 5% stake in the company's Thacker Pass lithium...