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Super Micro Computer partners with NANO Nuclear Energy to develop nuclear-powered AI data centers, aiming to solve power bottlenecks while rebuilding investor trust.
AMD stock surged 112.5% year-to-date as Q1 earnings beat expectations with 38% revenue growth to $10.25B, prompting analysts to raise price targets amid AI boom.
RBC Capital Markets raises S&P 500 target to 7,900 as AI-driven earnings growth outweighs market concentration and valuation concerns in ongoing rally.
Micron Technology surged 40% in five days as memory chip shortages intensify, driven by AI infrastructure demand that could exceed $1 trillion by 2027.
Wall Street veterans warn that incoming Fed Chair Kevin Warsh may bring significant changes to monetary policy communication and balance sheet management, potentially creating new market volatility.
This week brings crucial CPI data, retail sales figures, and earnings from consumer companies including Under Armour, Cisco, and Birkenstock as markets assess consumer health.
Kevin Warsh's approach to reducing the Fed's $6.8 trillion balance sheet will determine whether the Trump bull market continues or faces significant headwinds.
Saudi Aramco's CEO warns oil market normalization may not occur until 2027, challenging Wall Street's assumption that current energy price spikes are temporary disruptions.
Zillow beats Q1 estimates with $708M revenue but CEO warns housing affordability crisis continues pressuring buyers, leading to soft Q2 guidance despite strong fundamentals.
Citigroup stock surged 84% over the past year, reaching $129.09. Analysis suggests potential undervaluation despite the run-up, with fair value estimates ranging from $113 to $233 per share.
NVIDIA faces growing market skepticism despite strong Q4 results showing $68.13B revenue, as competition intensifies and investment shifts to AI infrastructure companies.
Memory chip stocks lead 2026's tech rally with triple-digit gains as AI demand outpaces supply, creating new investment opportunities and transforming industry dynamics.
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