I covered Wells Fargo’s AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also made the same argument louder and with a bigger number. Goldman Sachs analyst James Schneider raised the firm’s 12-month price […]

The AI power trade had plenty of winners over the past two years, and Constellation Energy was one of the biggest.  However, that changed this month.  On July 1, 2026, Constellation Energy (CEG) fell nearly 5% to a fresh 52-week low of $228.63. That is the stock’s steepest single-day drop in about a month. The

Years ago I could have gone to one store and bought groceries and other home necessities for a week or two. Over the years, as my family grew and inflation tightened our wallets, I became a deal hunter, going from store to store and comparing prices online.  I am not alone in these survival tactics.

Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power.  The tech stock fell sharply over two trading sessions last week, and is currently valued at a market cap of $64.4 billion. Notably, Meta (META) is one of CoreWeave’s (CRWV) biggest

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission. Why we love this deal We talk a lot about indoor storage — shelves, under-furniture drawers, hanging units for your closet, and other storage containers that make keeping the interior of

On July 6, a research report landed and immediately started moving stocks. Japan’s Ibiden dropped as much as 10%. Kingboard Laminates fell 18% in Hong Kong. Samsung Electro-Mechanics slid 11% in Seoul. All three count Nvidia as a major client. The report alleged manufacturing delays had pushed Nvidia’s next-generation AI rack systems back by more

Investors expected a much simpler economy by now. Inflation was expected to keep easing, consumers were expected to bend under higher prices, and the next big Fed debate was supposed to be about when rate cuts could begin. However, Bank of America isn’t telling that story. The bank sees an economy that still has enough

Berkshire Hathaway’s cash and short-term Treasury bill holdings reached a record $397.4 billion at the end of the first quarter of 2026, the highest liquid reserve in its history, according to Berkshire’s first-quarter 10-Q filing. The capital is producing significant income, with annualized interest earnings approaching $12 billion as government securities continue to deliver yields

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission. Summer fun is all about trying new things. For some people, that may mean trying a new wardrobe or skincare routine. Others, though, may take a more athletic approach to summertime

SpaceX (SPCX) didn’t enter the market quietly. Its blockbuster debut has instantly made it one of the most-watched companies on Wall Street, with investors chasing a rare public-market play on rockets, satellites, Starlink, and Elon Musk’s next frontier. The first major analyst calls are landing after the 25-day IPO quiet period, and Goldman Sachs’ hot