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Here’s the next AI ‘battleground’ — and how investors can get in on the action
Lumentum’s stock has been red hot, but there are plenty of lesser-known ways to capitalize on the growing connectivity needs of AI data centers, according to Bernstein. Article Attribution | Read More at Article Source
AST SpaceMobile’s stock drops as earnings come with a big disappointment
Investors had been excited early Monday about speed breakthroughs at the satellite company. But the after-hours earnings report showed a sizable revenue miss. Article Attribution | Read More at Article Source
Stocks are hitting record highs even as Iran war drags on. How long can it last?
The S&P 500 finished above 7,400 for the first time ever but Wall Street’s ‘fear gauge’ also spiked Article Attribution | Read More at Article Source
U.S. households face serious pain beyond gas prices as diesel nears record highs
Diesel is what powers the trucks, trains and tractors. It’s what the U.S. economy runs on. Article Attribution | Read More at Article Source
Nvidia has added an Oracle’s worth of market cap in just four trading days
Nvidia’s stock is on pace to record its best four-session gain of 2026 after severely lagging the chip sector in the year to date. Article Attribution | Read More at Article Source
Kevin Warsh is right about Fed reform — but his inflation solution is a trap
Warsh’s belief that AI is a guaranteed disinflationary force could trigger premature rate cuts. Article Attribution | Read More at Article Source
Figuring out where to watch NBA playoff games has been a struggle — and it may only get worse for sports fans
NBA playoff games have been split up among a myriad of networks and streaming services, leaving fans scratching their heads about where to find games. Article Attribution | Read More at Article Source
A ‘race against time.’ Hormuz closure could push Brent to $150 a barrel by summer, warns Morgan Stanley.
Oil is climbing to start the week as Morgan Stanley is warning that crude prices are being held at bay from much higher losses. But that could change. Article Attribution | Read More at Article Source
Stocks are walking a tightrope to fresh record highs — as a handful of names do most of the heavy lifting
Investors are caught on a tightrope — watching a very narrow band of tech stocks lift the stock market to fresh record highs, while looking down below for signs of trouble. Article Attribution | Read More at Article Source
AI plays in emerging markets offer more upside than in the U.S. at present, says JPMorgan
Asian tech stocks offer superior exposure to the U.S. AI boom — and at better valuations. Renewed dollar weakness could boost returns further. Article Attribution | Read More at Article Source
There’s a new top target for the S&P 500 as the ‘melt-up’ intensifies
‘We’ve never seen anything like this,’ says Wall Street veteran Yardeni Article Attribution | Read More at Article Source
‘I’m not an extravagant spender’: I’m in my 70s with a $90,000 income. Can I afford my dream home with a pool?
“My current house is all paid off, and it’s worth $650,000.” Article Attribution | Read More at Article Source