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208 Articles

Eric Bleeker | Mar 6, 2026 at 5:51 PM EST

Lumentum, Coherent, and Vertiv Added to the S&P 500 As AI Stocks Dominate Rebalancing

Three stocks at the heart of the AI infrastructure boom just got their institutional stamp of approval. Lumentum (LITE), Coherent…

Eric Bleeker | Mar 6, 2026 at 4:17 PM EST

The Top 5 AI Stocks to Buy in March

March has handed AI investors something they rarely get: a pullback! Market have been sliding this week as investors fret…

Eric Bleeker | Mar 6, 2026 at 3:30 PM EST

S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index?

*Update at 5:30 p.m. ET: The S&P 500 added Vertiv (VRT), Lumentum (LITE), and Coherent (COHR) in addition to EchoStar…

Eric Bleeker | Mar 5, 2026 at 3:12 PM EST

Live: Will Marvell Beat Q4 Earnings?

Marvell Technology (NASDAQ: MRVL | MRVL Price Prediction) reports Q4 2026 results after the market close tonight. Rival Broadcom (Nasdaq: AVGO) released…

Eric Bleeker | Mar 5, 2026 at 8:43 AM EST

NVIDIA Live Thursday Updates: Jensen Huang May End $100B OpenAI Investment

NVIDIA (Nasdaq: NVDA) shares are down .56% in premarket trading on Thursday. We’ll be tracking the stock’s movements in this…

Eric Bleeker | Mar 4, 2026 at 3:24 PM EST

Live: Will Veeva Systems Rally After Q4 Earnings Tonight?

Veeva Systems (NYSE: VEEV) reports Q4 FY2026 results after the market close tonight, March 4, 2026. Shares have been under…

Eric Bleeker | Mar 4, 2026 at 3:00 PM EST

Live Earnings Analysis: Broadcom (AVGO) Wows Wall Street With $100 Billion AI Forecast

Broadcom (NASDAQ: AVGO | AVGO Price Prediction) reports Q1 FY2026 earnings after the close tonight, March 4, 2026. We’ve been…

Eric Bleeker | Mar 4, 2026 at 9:32 AM EST

Did NVIDIA Crash Memory Stocks Like Micron and SanDisk Yesterday?

Shares of Micron (Nasdaq: MU) are up 3.3% right before the market opens. Shares of SanDisk (Nasdaq: SNDK) are up slightly more, 4.2%. Both…

Eric Bleeker | Mar 4, 2026 at 8:53 AM EST

CrowdStrike Holds Steady on Wednesday While GitLab Plunges 9% After Earnings

Two software names, both beaten down heading into earnings night. One delivered. One didn’t. That contrast is playing out in…

Eric Bleeker | Mar 3, 2026 at 6:31 PM EST

Credo Drops 15%, Lumentum 11%, and AAOI 7% In Optics Sell Off

Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down…

Eric Bleeker | Mar 3, 2026 at 3:38 PM EST

Live: GitLab Reports Q4 Earnings After the Bell

GitLab (Nasdaq: GTLB) reports Q4 FY2026 results tonight after the close. Wall Street is watching closely after a rough stretch…

Eric Bleeker | Mar 3, 2026 at 3:31 PM EST

Live: Will CrowdStrike Beat Q4 Earnings Tonight?

CrowdStrike (Nasdaq: CRWD) reports Q4 FY2026 earnings after the bell tonight, March 3, 2026. Here is what Wall Street expects…

Eric Bleeker | Mar 3, 2026 at 11:58 AM EST

Jim Cramer Says NVIDIA Is Preparing A New Chip to Outclass Broadcom and Google

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) may be about to remind the AI world who still runs the show. Reports…

Eric Bleeker | Mar 3, 2026 at 11:26 AM EST

Why Micron, SanDisk & Memory Stocks Are Crashing Today

Memory and storage stocks are getting hit hard in early trading Tuesday, with the catalyst coming from halfway around the…

Brad Faye | Mar 3, 2026 at 10:28 AM EST

Why Onto (ONTO) Should Be Considered A Semiconductor Play In 2026

Summary: During a recent episode of The AI Investor Podcast, co-host Eric Bleeker cited Onto Innovation as a smart…

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AI Portfolio Articles

All AI Portfolio Content

Lumentum, Coherent, and Vertiv Added to the S&P 500 As AI Stocks Dominate Rebalancing

The Top 5 AI Stocks to Buy in March

S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index?

Live: Will Marvell Beat Q4 Earnings?

NVIDIA Live Thursday Updates: Jensen Huang May End $100B OpenAI Investment

Live: Will Veeva Systems Rally After Q4 Earnings Tonight?

Live Earnings Analysis: Broadcom (AVGO) Wows Wall Street With $100 Billion AI Forecast

Did NVIDIA Crash Memory Stocks Like Micron and SanDisk Yesterday?

CrowdStrike Holds Steady on Wednesday While GitLab Plunges 9% After Earnings

Credo Drops 15%, Lumentum 11%, and AAOI 7% In Optics Sell Off

Live: GitLab Reports Q4 Earnings After the Bell

Live: Will CrowdStrike Beat Q4 Earnings Tonight?

Jim Cramer Says NVIDIA Is Preparing A New Chip to Outclass Broadcom and Google

Why Micron, SanDisk & Memory Stocks Are Crashing Today

Why Onto (ONTO) Should Be Considered A Semiconductor Play In 2026

I’m 44 With Zero Retirement Savings — Here’s What Financial Experts Say I Should Do Right Now

Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst

April XRP Price Prediction: Should You Buy XRP While It’s At $1.35?

Why Semtech Is the Top AI Stock to Buy in April

Navitas (NVTS), ON Semiconductor (ON) And 3 More Stocks You Need To Be Watching

I’m 44 With Zero Retirement Savings — Here’s What Financial Experts Say I Should Do Right Now

Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst

AI Portfolio Articles

All AI Portfolio Content

Lumentum, Coherent, and Vertiv Added to the S&P 500 As AI Stocks Dominate Rebalancing

The Top 5 AI Stocks to Buy in March

S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index?

Live: Will Marvell Beat Q4 Earnings?

NVIDIA Live Thursday Updates: Jensen Huang May End $100B OpenAI Investment

Live: Will Veeva Systems Rally After Q4 Earnings Tonight?

Live Earnings Analysis: Broadcom (AVGO) Wows Wall Street With $100 Billion AI Forecast

Did NVIDIA Crash Memory Stocks Like Micron and SanDisk Yesterday?

CrowdStrike Holds Steady on Wednesday While GitLab Plunges 9% After Earnings

Credo Drops 15%, Lumentum 11%, and AAOI 7% In Optics Sell Off

Live: GitLab Reports Q4 Earnings After the Bell

Live: Will CrowdStrike Beat Q4 Earnings Tonight?

Jim Cramer Says NVIDIA Is Preparing A New Chip to Outclass Broadcom and Google

Why Micron, SanDisk & Memory Stocks Are Crashing Today

Why Onto (ONTO) Should Be Considered A Semiconductor Play In 2026

I’m 44 With Zero Retirement Savings — Here’s What Financial Experts Say I Should Do Right Now

Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst

April XRP Price Prediction: Should You Buy XRP While It’s At $1.35?

Our $500K AI Portfolio

Why Semtech Is the Top AI Stock to Buy in April

Navitas (NVTS), ON Semiconductor (ON) And 3 More Stocks You Need To Be Watching