Jensen Huang has a way with grand pronouncements. On NVIDIA’s most recent earnings call, the CEO told investors that “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” The numbers behind that statement are real: NVIDIA (NASDAQ:NVDA) just posted $81.61 billion in quarterly revenue, with Data Center ... Jensen Huang’s Huge A...
Jensen Huang has a way with grand pronouncements. On NVIDIA’s most recent earnings call, the CEO told investors that “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” The numbers behind that statement are real: NVIDIA (NASDAQ:NVDA) just posted $81.61 billion in quarterly revenue, with Data Center ... Jensen Huang’s Huge AI Prediction Has Just One Tiny Problem
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer mentioned the stock while highlighting skepticism around AI. He said: The level of skepticism around AI has become downright toxic these days. I keep hearing that nobody’s getting a real […]
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer mentioned the stock while highlighting skepticism around AI. He said: The level of skepticism around AI has become downright toxic these days. I keep hearing that nobody’s getting a real […]
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the company’s stock repurchases, as he said: Something may be going on with the underwriting process that we haven’t seen very often. We just had a phenomenally successful Alphabet […]
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the company’s stock repurchases, as he said: Something may be going on with the underwriting process that we haven’t seen very often. We just had a phenomenally successful Alphabet […]
Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the stock’s parabolic move before the quarter, as he said: … The disappointing earnings may not be as crushing as we think. This is not the first time that […]
Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the stock’s parabolic move before the quarter, as he said: … The disappointing earnings may not be as crushing as we think. This is not the first time that […]
Transaction value based on SEC Form 4 weighted average purchase price ($14.43); post-transaction value based on June 3, 2026, market close ($14.43). * 1-year performance calculated as of June 3, 2026. NPK International is a diversified provider of oilfield and industrial solutions, operating at scale with $287.3 million in TTM revenue and a workforce of 460 employees. The company leverages its tec...
Transaction value based on SEC Form 4 weighted average purchase price ($14.43); post-transaction value based on June 3, 2026, market close ($14.43). * 1-year performance calculated as of June 3, 2026. NPK International is a diversified provider of oilfield and industrial solutions, operating at scale with $287.3 million in TTM revenue and a workforce of 460 employees. The company leverages its technical expertise and broad product portfolio to support complex energy and infrastructure projects worldwide. Its competitive advantage lies in its integrated service offerings and established presence in both traditional and emerging markets. Continue reading
Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD) just delivered a quarter where Data Center revenue hit $5.78 billion, up 57% year over year, free cash flow surged 253%, and Q2 guidance points to $11.2 billion in revenue. Shares are up 117.77% year ... Prediction: AMD Stock Will Trade at This Price in 2027
Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD) just delivered a quarter where Data Center revenue hit $5.78 billion, up 57% year over year, free cash flow surged 253%, and Q2 guidance points to $11.2 billion in revenue. Shares are up 117.77% year ... Prediction: AMD Stock Will Trade at This Price in 2027
Inflation Expectations Dip, Driven By Lower Gas Prices, While Labor Market Prospects Worsen: NY Fed Survey Ahead of Wednesday's CPI report which is expected to show a substantial rise in consumer prices, moments ago we got an early look into how consumers view inflation after the NY Fed's latest monthly survey of consumer expectations reported that inflation expectations at the one-year horizon di...
Inflation Expectations Dip, Driven By Lower Gas Prices, While Labor Market Prospects Worsen: NY Fed Survey Ahead of Wednesday's CPI report which is expected to show a substantial rise in consumer prices, moments ago we got an early look into how consumers view inflation after the NY Fed's latest monthly survey of consumer expectations reported that inflation expectations at the one-year horizon dipped to 3.46% in May from 3.64% in April, easing from the highest print since September 2023. Inflation expectations were unchanged at 3.1% for the three-year-ahead horizon and also unchanged at 3.0% at the five-year-ahead horizon in May. Median inflation uncertainty, or the uncertainty expressed regarding future inflation outcomes, increased at the one-year and three-year-ahead horizons and decreased at the five-year-ahead horizon. The drop in year-ahead expectations took place as 1-year gas inflation expectations extended its recent decline, sliding to 4.96% in May from 5.11% in April and from 9.42% in March, which had been the highest reading since March 2022. Among other prices, home price growth expectations increased to highest since July 2022. Food and rent price outlooks also increased while medical care and college eased (good luck). Turning to the labor market, sentiment continued to deteriorate with job-loss fears rising and probability of quitting at a three-year high despite unemployment rate seen edging lower and expected earnings growth steady. Respondents said the mean perceived probability of finding a job if one’s current job was lost decreased by 2.3% to 43.7%, remaining below its 12-month trailing average of 46.8% and marking the lowest reading since December 2025. The mean perceived probability of losing one’s job in the next twelve months increased by 0.5% to 15.1%, above the series’ 12-month trailing average of 14.4%. Despite that, the expected quit rate - the probability of leaving one’s job voluntarily in the next year, usually a sign of confidence ...
vchal/iStock via Getty Images Oklo ( OKLO ) up 3.3% in Monday's trading after saying it agreed to acquire Tennessee-based precision manufacturing and engineering firm ARMEC , expanding its in-house capabilities for its advanced reactor and fuel-manufacturing programs; financial terms were not disclosed. ARMEC's services include high-precision machining, prototyping, fabrication, inspection, procur...
vchal/iStock via Getty Images Oklo ( OKLO ) up 3.3% in Monday's trading after saying it agreed to acquire Tennessee-based precision manufacturing and engineering firm ARMEC , expanding its in-house capabilities for its advanced reactor and fuel-manufacturing programs; financial terms were not disclosed. ARMEC's services include high-precision machining, prototyping, fabrication, inspection, procurement support, and mechanical engineering. Oklo ( OKLO ) said the acquisition reflects its broader strategy of integrating critical execution capabilities closer to its reactor, fuel fabrication, and recycling programs as it advances from design into deployment. ARMEC was a free cash-flowing business during its most recent fiscal year, but no other financial details about the company were provided. "ARMEC strengthens Oklo's capabilities by expanding practical engineering, fabrication, inspection, and procurement. We plan to continue to invest in the local workforce and community to ensure ARMEC's success and given Oak Ridge's importance to us and the nuclear industry," Oklo ( OKLO ) CEO J acob DeWitte said . More on Oklo Oklo: The Plutonium Update Weakens My Bear Case A Buy Rating For Oklo As AI Data Centers Run Into The Power Wall Oklo: Q1 Earnings The inflection Point For The SMR Trade
KLA Corp. ( KLAC ) was in the spotlight on Monday as JPMorgan reiterated its Overweight rating and said it sees a path to the chip equipment maker earning $95 per share by 2030. “Semiconductor equipment market share data for 2025 (source: Gartner) once again reinforces our core thesis on KLA: Process control continues to materially outgrow the broader equipment market, and KLA’s strong competitive...
KLA Corp. ( KLAC ) was in the spotlight on Monday as JPMorgan reiterated its Overweight rating and said it sees a path to the chip equipment maker earning $95 per share by 2030. “Semiconductor equipment market share data for 2025 (source: Gartner) once again reinforces our core thesis on KLA: Process control continues to materially outgrow the broader equipment market, and KLA’s strong competitive positioning is driving further gains in market share, extending its dominant lead,” J.P. Morgan analyst Harlan Sur wrote in a note to clients. Sur, who has an Overweight rating and $2,000 price target on KLA Corp., said that chip equipment spending grew 11% in 2025 to around $124.5B, citing data from Gartner. Included in that is a 17% increase from process control inspection to around $16.5B, as process control spending has outgrown the broader chip equipment market for the past several years. “As we have noted previously, next-gen manufacturing technologies in advanced logic/foundry/memory are driving smaller geometries, more layers, new materials, more EUV lithography layers, and the migration to gate-all-around/CFET, backside power, HBM and 2.5D/3D advanced packaging, all of which raise yield and manufacturability challenges and drive the need for more/better process control, and should continue to drive a process control spending growth profile that outpaces overall industry WFE spending,” Sur added. Sur also noted that KLA Corp. has grown its process control business at a 20% compound annual growth rate, up from 15% for the rest of the market, and now has 58% of the total market. That makes it roughly 7.6 times larger than Applied Materials ( AMAT ), its nearest competitor, Sur explained. “We attribute KLA’s continued share gains to a strong backdrop of leading-edge investments in foundry/logic WFE in CY25, alongside share capture in optical inspection, ebeam inspection/review, advanced packaging wafer-level inspection, and macro defect inspection,” Sur added. “We bel...