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As of January 6, 2026, the global financial markets are witnessing a capital expenditure cycle unlike any in history. The "Big Four"—Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta...

Topics Artificial Intelligence

The $500 Billion Bet: How Big Tech’s AI CapEx Supercycle is Rewiring the Nasdaq

January 06, 2026

Silicon Gold Rush: AI Infrastructure Boom Propels SanDisk and Semiconductor Giants to New Heights

Topics Artificial Intelligence Economy

January 06, 2026

The global semiconductor sector has ignited in the opening days of 2026, as the "AI Supercycle" transitions from a speculative gold rush into a mature, utility-driven infrastructure era. Leading the...

Canal Capital added the Akre Focus ETF to its equity portfolio during the fourth quarter.

Topics Artificial Intelligence Economy

Canal Capital Management adds Akre Focus ETF ↗

January 06, 2026

The global markets open for the first full week of 2026 with a familiar name once again dictating the pace of the financial world. NVIDIA (NASDAQ: NVDA), the silicon titan that redefined the previous...

Topics ETFs Regulatory Compliance

The Great AI Recalibration: NVIDIA and the 2026 Tech Trade Revival

January 06, 2026

Shares of semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) jumped 5.4% in the afternoon session after investor optimism was bolstered by favorable analyst sentiment and positive news from...

Topics Artificial Intelligence Economy Regulatory Compliance

Why Is Photronics (PLAB) Stock Rocketing Higher Today

January 06, 2026

Via StockStory

Topics Artificial Intelligence

Veeva Systems (VEEV) Stock Trades Up, Here Is Why

January 06, 2026

Shares of life sciences cloud software provider Veeva Systems (NYSE:VEEV) jumped 6.6% in the afternoon session after the company's Board of Directors approved a share repurchase program, authorizing...

Via StockStory

Topics Artificial Intelligence

The Rubin Revolution: Nvidia’s New Architecture Sparks a $500 Billion AI Infrastructure Supercycle

January 06, 2026

As the tech world converged on Las Vegas for CES 2026, the atmosphere was thick with anticipation for what many analysts are calling the "second act" of the artificial intelligence era. On January 5,...

Why Broadcom Stock Spiked 49% Higher in 2025, and Why There's Likely More to Come in 2026 ↗

Topics Artificial Intelligence Economy Law Enforcement

January 06, 2026

The artificial intelligence (AI) and networking specialist staked its claim in the AI boom.

Saving time is hardly the only reason why investing in this ETF is so alluring.

Topics Artificial Intelligence Earnings

Why QQQ Remains a Popular Proxy for AI-Driven Growth ↗

January 06, 2026

The Great Consensus: Wall Street Enters 2026 with Record Optimism and a Near-Total Absence of Dissent

Topics Artificial Intelligence ETFs

January 06, 2026

As the opening bells of 2026 ring across the New York Stock Exchange, the atmosphere on Wall Street is not just bullish—it is historically, perhaps even precariously, unanimous. Equity analysts have...

Macro Crossroads: Markets Brace for High-Stakes Inflation and Jobs Data Amid 2026 Policy Pivot

Topics Artificial Intelligence Economy

January 06, 2026

As the first full trading week of 2026 unfolds, Wall Street finds itself at a critical juncture, balancing the momentum of a record-breaking rally with the sobering reality of upcoming macroeconomic...

Adobe Underperforms Broader Tech Gains: What the "Software Slog" Means for AI Monetization

Topics Artificial Intelligence Economy Stocks

January 06, 2026

SAN JOSE, CA — On a day when the broader technology sector found its footing and pushed the major indexes higher, a familiar titan of the creative world, Adobe Inc. (NASDAQ:ADBE), found itself mired in...

As the first week of 2026 comes to a close, the financial markets are undergoing a significant structural shift. The broad-based "rising tide" that lifted almost all sectors throughout 2025 has begun...

Topics Artificial Intelligence Stocks

The Great 2026 Pivot: Tech and Healthcare Surge as Broader Market Rally Hits a Wall

January 06, 2026

Shattering the Copper Wall: Silicon Photonics Ushers in the Age of Light-Speed AI Clusters

Topics Artificial Intelligence Economy Stocks

January 06, 2026

As of January 6, 2026, the global technology landscape has reached a definitive crossroads in the evolution of artificial intelligence infrastructure. For decades, the movement of data within the heart...

The Race to 1.8nm and 1.6nm: Intel 18A vs. TSMC A16—Evaluating the Next Frontier of Transistor Scaling

Topics Artificial Intelligence Economy

January 06, 2026

As of January 6, 2026, the semiconductor industry has officially crossed the threshold into the "Angstrom Era," a pivotal transition where transistor dimensions are now measured in units smaller than a...

The Great Silicon Squeeze: Why Google and Microsoft are Sacrificing Billions to Break the HBM and CoWoS Bottleneck

Topics Artificial Intelligence

January 06, 2026

As of January 2026, the artificial intelligence industry has reached a fever pitch, not just in the complexity of its models, but in the physical reality of the hardware required to run them. The...

OpenAI’s Strategic Shift to Amazon Trainium: Analyzing the $10 Billion Talks and the Move Toward Custom Silicon

Topics Artificial Intelligence Economy

January 06, 2026

In a move that has sent shockwaves through the semiconductor and cloud computing industries, OpenAI has reportedly entered advanced negotiations with Amazon (NASDAQ: AMZN) for a landmark $10 billion...

While TSMC, Broadcom, and Amazon are up, it still could be a good time to buy shares.

Topics Artificial Intelligence Economy

Top Stocks to Double Up on Right Now ↗

January 06, 2026

The magic of compounding can turn steady annual returns of 10% or less into life-changing wealth over the long term.

Topics Artificial Intelligence

Could Buying the Vanguard Total Stock Market ETF in 2026 Make You a Millionaire? ↗

January 06, 2026

Both ETFs target reliable income, but VIG emphasizes low-cost dividend growth while NOBL prioritizes balance and risk control through disciplined construction.

Topics Artificial Intelligence ETFs

Dividend Growth or Defensive Balance? How VIG and NOBL Diverge ↗

January 05, 2026

Several companies could see massive gains by 2030 to join the vaunted club.

Topics ETFs

Prediction: The S&P 500 $1 Trillion Club Will Double Between 2026 and 2030 ↗

January 05, 2026

Artificial intelligence (AI) spending is expected to pick up the pace in 2026.

Topics Stocks

4 Top Tech Stocks to Buy in January ↗

January 05, 2026

Insiders are selling stocks critical to AI infrastructure and applications, but investors shouldn't worry. Business is good, and higher stock prices are ahead.

Topics Artificial Intelligence

The AI Tech Paradox: Insiders Sell, the Case for Buying Gets Stronger ↗

January 05, 2026

Via MarketBeat

Topics Artificial Intelligence

Blue Chip Renaissance: IBM Surges to Record Levels as AI Infrastructure Pivot Gains Wall Street Conviction

January 05, 2026

International Business Machines (NYSE: IBM) emerged as a standout performer in the first full trading session of 2026, with shares climbing more than 2% in early Monday trading. The rally, which pushed...

At the very least, investors should be concerned. There's a way to avoid the problem, though.

Topics Artificial Intelligence Stocks

The S&P 500's Top-Performing Sectors: 3 Lead the Pack in 2025 ↗

January 05, 2026

Via MarketBeat

Topics Stocks

Should Investors Be Worried That the "Magnificent Seven" Make Up 35% of the S&P 500? ↗

January 05, 2026

OpenAI’s “Ambient” Ambitions: The Screenless AI Gadget Set to Redefine Computing in Fall 2026

Topics Stocks

January 05, 2026

As of early 2026, the tech industry is bracing for a seismic shift in how humans interact with digital intelligence. OpenAI (Private), the juggernaut behind ChatGPT, is reportedly nearing the finish...

The TSMC Effect: How the World’s Leading Foundry is Fueling a $10 Trillion US Tech Surge

Topics Artificial Intelligence Economy

January 05, 2026

As the first trading week of 2026 unfolds, the global financial landscape is being reshaped by a singular force: the relentless growth of Taiwan Semiconductor Manufacturing Company (NYSE: TSM)....

The Trillion-Agent Engine: How 2026’s Hardware Revolution is Powering the Rise of Autonomous AI

Topics Artificial Intelligence Economy Intellectual Property

January 05, 2026

As of early 2026, the artificial intelligence industry has undergone a seismic shift from "generative" models that merely produce content to "agentic" systems that plan, reason, and execute complex...